It is a service where you hire an expert to work on the Client Relationship Management part of your organisation. They usually provide one of the following types of services: a- process or management consultancy, functional consultancy, or technical consultancy. ISETech specialises in technical consultancy, which covers installation, customisation, integration with third-party platforms, and setting up user accounts.
Process or the Management Consultant works alongside the client organisation to optimise the overall process related to the client care and client relationship, including gaining, retaining & growing the clientele.
A functional Consultant is someone who sets up the users on any CRM platform, implements processes on to the CRM platform as recommended by the Process Consultant, etc.
The Technical or the Software Consultant is someone who does the programming or coding part of the business. This includes software customisation and integration with existing or third-party software systems etc.
There is no silver bullet rule for that. Every CRM has its pros and cons, and it all depends on organisation’s needs. Some are free of cost however are limited in terms of their capabilities, others have a larger price tag but come with a plethora of features. Most of the time, not all the features offered by such platforms are needed by the organisation. Therefore, it is important to have a clear understanding of the needs of the organisation and to get impartial advice on what CRM is best for your business.
There are short courses available online and offline. It is important to decide whether you want to specialise in a CRM platform that has a big client base, thus lots of job opportunities, however that may come with fierce competition in the industry. You may also want to specialise in some sort of niche, i.e. a CRM platform that is specifically or especially for a particular sector or industry.