CooperComm, a leader in customer relationship (CRM) implementation consulting, offers a fixed fee “Phase 0” CRM enterprise-wide assessment service. CooperComm helps organizations determine where they are, both competitively and from a best practices standpoint, and makes recommendations in the four CRM areas: structure, processes, systems, and leadership.

The results can be used to develop a strategic relational enterprise implementation plan, and then go to RFP for specific systems. Assessment activities can include:

Organizational structure analysis ... Evaluate the organization for leveraging the new definitions of customer, worker, partner, competitior, etc., in becoming a “relational enterprise.

Relational process analyses ... Review support centers and rate their progress in becoming a profitable “customer interaction center”; review service practices and procedures.

Relational systems analysis ... Review the installed suite of CRM applications and integrations; evaluate the architecture's potential for implementing a full RM system; review effectiveness of Web-based relational services.

Leadership and decision-making evaluation ... Evaluate the decision making and relational systems evaluation process.

Competitive comparison ... create messaging content to highlight the value proposition with competitive feature differentiators.

Best practices comparison ... create high-impact sales messaging, marketing materials, selling tools and collateral.