Consulting Services

CRM Strategy Roadmap Development
Before purchasing or implementing a CRM Solution, an organization needs to create a CRM Roadmap that outlines the business objectives and strategy for customer acquisition, retention, increasing sales within the existing customer base.  Then identify what items are impacting the organizations ability to execute on its strategy to achieve its business objectives. 

CTA has developed a proven, in-depth process to create a CRM Roadmap that crystallizes what the business issues are as they relate to people, processes, technology and an implementation plan which will allow the organization to implement CRM successfully and profitably.

CRM Project Management
Effectively managing projects is critical to the success of any project. CTA assists organizations by leading and managing projects based on business objectives and implementation plans. This includes setting management’s expectations, effectively educating the organization on CRM, communicating to executive management and other stakeholders on the progress, risks, budget, timelines and resources to ensure projects are delivered on-time and on-budget.

Microsoft CRM Implementation and Training
Selecting the right partner for your CRM Implementation is critical, because it takes a very unique blend of skill sets to successfully implement CRM.  CTA’s consultants are all Microsoft certified and have extensive experience with sales and marketing processes, systems analysis, installation, customization, integration and training with Microsoft Dynamics CRM, so you can be assured of a successful implementation.

Marketing Database Development
Understanding who your best customers are and their demographics are key to effective marketing. CTA has extensive experience in building integrated and consolidated customer-centric knowledgebase's which capture information across multiple platforms, systems and applications and allows the organization a single view of customers.

.NET Application Development and Systems Integration
In order for an organization to realize the full potential of CRM, it usually requires developing custom integration between other applications such as ERP or the Web. CTA builds and integrates customized applications that automate processes and streamline workflows. We work closely with your organization to understand both short and long-term objectives to ensure the application is flexible enough to accommodate future requirements.

Microsoft SharePoint Integration
Today, almost all Microsoft Projects seem to incorporate some type of integration with Microsoft SharePoint. SharePoint offers better document management, easy-to-use portals, data transparency, automated workflow processes, improved communications, and a high degree of data security. CTA is experienced in helping businesses quickly leverage SharePoint to easily create sites and share critical business information.

Network Design & Installation
The network is the foundation that supports almost all technology in an organization. CTA has found that careful planning and organization for your network before deploying applications is critical to preventing many issues and headaches after the application is up and running. CTA has enterprise network experience and will analyze your requirements, make recommendations and provide installation services if necessary.
 
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