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Montera Customer Relationship Management Solutions
For over 10 years, Montera's employees have been implementing and supporting ONYX CRM systems around the world. Montera's team is highly skilled at implementing the CRM tool that fits your organization. With successful implementations across many industries such as High-tech, Consumer Product, Health, Financial, Telecom, Non-for-Profit, Printing, Publishing and Crown Corporations, Montera has perfected its implementation methodology to address any business vertical.
Applying theory to reality
The Montera team is proficient at understanding the client's current business processes, market differentiators and market positioning. Montera is then able to unleash the full potential of the CRM technological solution through tailored configuration and customization. Montera has repeatedly integrated CRM systems with financial systems, data warehouse systems, ERP systems and forms/workflow capabilities to quickly achieve the customers targeted ROI.
The power behind the solution
The power of Customer Relationship Management applications lies in its capacity to manage an endless number of relationships at the account, contact, sales opportunity, support and service ticket, marketing campaign and product/service levels. The Onyx CRM enterprise solution facilitates continuous complex management of relationships at all levels of the corporation. Montera's experience in the rollout of the Onyx solution combined with its understanding of CRM strategies is the key to Montera's success in CRM consulting.
A variety of services
Montera provides a variety of services that span from CRM Marketing Business Consulting, Project Management, and Onyx specific implementation to on-going Onyx administration and end-user support. These services are provided based on a fixed, per diem or SLA (Service Level Agreements) type of agreements.
From Vision to Reality
It's all in the execution. But effectively executing on your plan depends on solid planning and an intimate understanding of vision, objectives and goals. We've done it before, and we have a distinguished list of clients who can validate our expertise. We provide you with guidance and direction throughout the CRM lifeline to ensure your project stays on track, on time and on budget.
| Montera CRM Methodology |
Client Strategy and Implementation Stages |
| Creation of an Executive Vision |
- Corporate Strategic Goals Development
- CRM Executive Orientation Strategy
- Integration of Components of Enterprise CRM
- CRM Readiness Assessment
- Montera CRM Process Overview
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| Client Strategy |
- Analysis of Current Situation
- Employee and Customer Interview
- Corporate Alignment and SWOT Analysis
- MVP's Characteristics
- Customer Perceived Values and Loyalty Analysis
- Up/Cross Selling Opportunity Development
- Transitional Management
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| Development of CRM Business Case |
- Review of Technology Infrastructure
- Development and Documentation of CRM Solution Requirements
- Technical Alternatives Assessment and Recommendations
- Costs & Benefits Analysis
- Return On Investment Analysis
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| CRM Implementation and Planning |
- Implementation Strategy
- Project Planning
- Project Management
- Change/Transition Management
- Risk Management
- Training
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| CRM Performance Management |
- Key Performance Indicators
- Knowledge Management
- CRM Doctor™ Diagnostics
- Condition Review
- Diagnostic Services
- Prescribe Medicine
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Realizing the Promise of CRM- The Montera Way
Montera provides a number of services at all levels of a CRM implementation through its CRM LifeLine Methodology. We assist in the:
- Creation of an Executive Vision
- Development of Customer Strategy and Business Case
- CRM Implementation and Performance Management
Montera can also provide an Independent Verification & Validation (IV&V) of your CRM Implementation. This is done through another methodology called CRM Doctor
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