Consultancy Services

Need to find the right CRM/Ticketing System for your organisation?

I know: you are already busy and choosing a system can seem like a complex and time-consuming maze. I’m here to make it easier for you and you can trust my experience and knowledge: Helen Dunnett Consulting has a track record in working directly as a consultant on CRM/ticketing/fundraising solutions.

We regularly manage the procurement of CRM/ticketing/fundraising/epos and web solutions using fitness-for-purpose functionality specifications and evaluation criteria through my use of my AttractConnectEngage tool. The tried and tested tool benchmarks systems against organisations’ needs comparing over 200 specification criteria in multiple categories.

The details below will give you an idea of the kind of packages and services we offer, however each organisation is unique, and we tailor services to suit your project and organisation.

CRM Consultancy Packages

 

Basic

Regular

Comprehensive

Pre Tender

Arrange Pre-Tender Supplier Briefing

✓✓✓

Collection of Requirements (online)

✓✓✓

Scoping/Consultation Days on site

 ✓✓

Report on Core Systems meeting needs

✓✓✓

Venue/Organisation Access to AttractConnectEngage functionality tool

✓✓✓

Tender Process

Advice on Venue’s Tender Document

✓  

Production of Tender Document

 ✓✓

Field Questions and Respond

 ✓✓

Arrange Evaluation Day(s)

 ✓✓

Review Tender Responses

✓✓✓

Report on Requirements met/ not

✓✓✓

Attend Evaluation/s

✓✓✓

Final Report on Preferred System

 ✓✓

Post Tender

Contract Discussions

  ✓

Implementation & Project Management Services

  ✓

De-brief Meeting

  ✓

Post Go-live Review & System optimisation (3month/6month)

  ✓

 

Days of Engagement (approx.)

4-56-810+

Other services

We offer a range of other services for which we can create a bespoke package to suit your needs and your budget. These include:

  • CRM Strategy Planning & Development
  • Audience / Customer Journey Review and Mapping
  • CRM/Ticketing/other wider Eco Systems Review
  • Database Healthcheck – Data Analysis – Data Management Policy / GDPR
  • Systems Optimisation / Process Review / System Training plans
  • Mentoring / Team Development

If you’d like to have a chat about how we might work together you can click this link and book a 30-minute FREE Discovery call with me.