CRM/Field Technology

Enabling Customer Engagement For the Field Through Technology

Key Areas 

Development and maintenance of systems, hardware and software for use in the field to manage customer relationships and engagement.

Areas of Focus

  • SFA/CRM software, capabilities and platform integration
  • Technology/Hardware deployed and leveraged
  • Operational management, planning and governance
  • Training and support


  • Detailed comparative analysis of resources, processes, capabilities and organizational strategies with insights and recommendations
  • Stakeholder and staff perspectives on what’s working/what’s not working
  • Insights and recommendations to move your organization forward
  • Voice of Customer: Series of HQ interview and Field Survey that provides holistic view of the field organization's perception