CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

POIM Consulting Group is Western Canada’s Customer Relationship Management (CRM) expert. We partner with CRM cloud-computing applications SalesForce.com, Act-on and Hoovers to provide local resources for the implementation of these cloud based CRM applications.

Our suite of CRM consulting services goes beyond implementation of CRM cloud computing applications to include helping companies leverage their CRM environment to improve market planning, lead generation, lead management, sales processes, customer onboarding and retention/nurture of existing customers.

The POIM CRM Blog

I was asked to help coach the O-line of a community football team. When I was asked to coach, the team had already completed 4 games of the season winning the first 3 and losing its last game prior to me joining. I joined the team with a couple of practices remaining prior to our Continue Reading…

When I was a kid growing up I wanted to become a police officer, but my love of playing football took me in different direction. To help me get my police fix I like to watch police reality shows like Cops and 48 Hours. One of the things that amazes me about the police is Continue Reading…

When working with clients one of my main objectives when doing a Business Process Review (BPR) is to understand the Customer Journey. I summarize the Customer Journey into six phases that include market planning, lead generation, lead management, sales processes, customer onboarding, and nurturing & retaining the customer. During the BPR process I spend lots Continue Reading…

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