Selecting the Right CRM Solution for a High Growth Business

Healthcare professional working on a computer

As part of their broader digital transformation agenda, our global healthcare sector client was looking to procure and implement a CRM solution that meets the needs of their high growth and dynamic business environment.

The client had inherited a set of duplicated CRM systems as a by-product of their acquisition strategy. They needed help to determine the best strategic approach to evaluate a range of existing platforms and migrate to a unified system under their digital transformation initiative.

Our collaborative approach:
We were engaged to run an initial RFP process. Key scope items for the first tranche of work included:

  • Build the project governance structure within the framework of the client’s digital transformation initiative.
  • Establish and support an RFP evaluation panel, and regularly engage with 40+ key stakeholders in all areas of the organisation.
  • Prepare for and conduct an RFP process with potential vendors, to evaluate their CRM products, implementation plans and customer support capabilities.
  • Develop the business case for a decision based on the RFP evaluation outcomes.

The outcomes of this approach included:

  • A comprehensive evaluation and recommendation of a best-fit CRM vendor and product.
  • Our client was able to make a decision of their preferred platform based on comprehensive evaluation criteria and analysis.

Want to know more? Call our team on (08) 6146 4446 or email for an obligation free consultation.

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