Sage CRM Strategic Planning

QIEM Professional Services for Sage CRM delivers strategic systems planning and analysis to ensure your sales and marketing systems support your business strategy.  We can model your current and future processes, identify process inhibitors, and provide a migration plan to the future. The effective design and integration of sales and marketing procedures is the single most important factor for the success of Customer Relationship Management (CRM) systems.


Services include:

  • Cost / Benefit Analysis
  • Feature / Function Prioritization and Scope
  • Infrastructure Planning & Legacy System Integration
  • Long-term / Short-term Systems Planning & Analysis
  • Project Estimating & Planning
  • Requirements Gap Analysis
  • Risk Management

Customers expect seamless front-office / back-office systems integration.  This requires clean business procedures and integrated CRM functions across departments. Our approach models your process and workflow requirements.

This ensures rapid development of your high-priority CRM initiatives and business goals, such as:

  • Activity & Touchpoint Tracking
  • Database Marketing
  • Decision Support
  • Direct Response Marketing
  • eCommerce Integration
  • Event Planning & Analysis
  • Lead Distribution
  • Literature Fulfillment
  • Marketing Campaigns
  • Marketing Effectiveness Analysis
  • Opportunity Management
  • Proposal Tracking
  • Relationship Management
  • Sales Reporting & Analysis

For more information, click here.