Create a single source of customer truth
A well-conceived and executed customer relationship management (CRM) strategy directly impacts your sales strategy and bottom-line results. An inaccurate or underused CRM puts your sales, marketing and service teams at risk for making costly, uninformed or misinformed decisions.
The most successful customer-facing teams benefit from accurate information delivered via the integration of their CRM platform with other critical back-end systems. We can help you plug the costly holes in your CRM with a phased approach that delivers a 360° view of your customer relationships.
We understand the critical role of your CRM
A company’s CRM may be it’s most vital IT system. Without a reliable understanding of customer status, purchasing and communication history, your sales and other front line teams are flying blind.
Trabon Solutions’ business-first approach goes far beyond just building and implementing CRM software. We help you design a CRM platform that fuses your business strategy, operational processes and supporting technologies to enable and replicate superior performance. No matter your starting point, our consultants can help you design a CRM solution that aligns with your business goals, budget and desired process improvements.
how it works
First, we conduct a no-cost preliminary discovery meeting with you to gain a deeper understanding of your business strategy, challenges, opportunity, and high-level requirements for your new/improved CRM system. This enables us to design the best solution to address your needs. It also allows us to gather the information necessary to develop a proposal for the first phase of our process, the Trabon Design Studio.
Trabon Design Studio
The Trabon Design Studio provides a rapid, effective approach to determine the core design elements for your solution. The process ensures that both you and our team have a clear vision for what the solution will and won’t do, how long it will take to develop, and how much it will cost.
The first step in the development phase is technical design, and ensures your custom CRM development is efficient and that the solution is maintainable, scalable and extensible. Development can either require configuring an off-the-shelf CRM package, developing custom software, or both. We also perform testing to verify that the system works according to your requirements.
During deployment, the system is moved to production servers and released for use. Training of users, if needed, is conducted. The solution then moves into a support and maintenance mode.
Effective CRM in action
Companies of every size and industry focus recognize the intrinsic value of their CRM investment. Trabon Solutions in Kansas City has worked with many of these businesses to maximize that value and ensure both their CRM and other key systems are speaking the same language and delivering the same version of the truth.
Take a look at a few of our client success stories.
Client: Engineering and Manufacturing Company
Issue: Needed to improve transparency across both internal and external salespeople, activities and pipelines.
Solution: Implemented Microsoft’s Dynamics CRM platform to improve internal and independent sales rep’s data collection and communication. Resulted in providing substantially higher levels of automation, information accuracy and improved forecasting.
Client: Technology Enabled Healthcare Company
Issue: Needed to transition from a minimal viable core operating system to an enterprise platform capable of supporting growth and new offerings
Solution: Developed custom patient engagement system using Microsoft Dynamics CRM, automating data collection across hundreds of disparate physician groups, managing thousands of concurrent multiphase, multichannel compliance communications and a performance management dashboard. Enabled the company to scale, up-sell current clients and enter new markets.
Frequently Asked Questions
Yes. Developing data driven insights to improve decision making has long been a standard practice of ours.
Yes. Sometimes our clients feel they can create a competitive advantage by developing a custom CRM capability or a custom element to their existing CRM system.
While we have experience interacting with numerous CRM packages, we have in-depth expertise designing and implementing Microsoft Dynamics CRM solutions.
“As a result of this new insight, our sales force has experienced over a 100% increase in new qualified leads, which has produced significant incremental revenue.”
- Vice President of Sales, National Manufacturer and Distributor
We devoted three months to preparing for this project and selecting a new software development partner to do the work. We ultimately chose Trabon and we couldn’t be happier with our choice. As a company, they’re a real pleasure to work with. We found their consultants to be exceptional, and their depth of knowledge and leadership style both confidence building and refreshing. Our project was a major success. We plan to partner with them again in the future.
- Project Controls Manager, Construction Company
When I joined the company, we quickly identified the need to enhance our systems, processes, and data mining abilities to position the company for growth. To do this, we knew that we would need to bring in outside expertise. After extensive discussions, we chose Trabon Solutions. They brought in a highly seasoned consultant that was able to quickly understand the complexity of our multiple business segments, gain a high level of trust with our associates, and identify the opportunities and gaps that existed in our systems and process. Trabon delivered well above expectations in both timeline and recommendations. With our limited staff and knowledge base of what exists, engaging Trabon has saved us considerable time, money, and frustration over the option of us doing this ourselves.
- Chief Operating Officer, Footwear Manufacturer and Wholesaler