Windsor Consulting reviewed and updated all revenue related and client-centric business processes, implemented new processes and modified the existing CRM system as appropriate. Roles and responsibilities and organizational structure were revised and mapped onto the business processes with customer-centric behavior the number one priority. A corporate wide change management program was devised and implemented. The entire project, including delivery of a complete set of management reports, was completed in less than 90 days.

A customer-centric CRM culture was quickly established within the company and internal resources were better aligned to meet the needs of their clients and prospects. Automation, productivity and effectiveness all improved with over 80% of the revenue organizations business processes implemented in the CRM system. Within a matter of day’s the sales pipeline increased significantly as sales behavior, awareness and reporting improved and extended to include all aspects of the revenue organization. Over the following weeks revenue forecasting and revenue generation were much more predictable and total revenue was measurably higher.