CRM Consultancy

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.

I 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 venues’ needs comparing over 200 specification criteria in multiple categories.

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

Consultancy Packages

 

CRM Packaged Offerings

 

Basic

Simple

Regular

Comprehensive

Pre Tender

Arrange Pre-Tender Supplier Briefing

 XXX

Collection of Requirements (phone)

XXXX

Scoping/Consultation Days on site

  XX

Report on Core Systems meeting needs

XXXX

Venue/Organisation Access to Functionality Builder

 XXX

Tender Process

Advice on Venue’s Tender Document

XX  

Production of Tender Document

  XX

Field Questions and Respond

  XX

Arrange Evaluation Day(s)

  XX

Review Tender Responses

 XXX

Overview Report on Requirements met/ not

 XXX

Full Report on Requirements met/ not

  XX

Attend Evaluation/s

 XXX

Final Report on Preferred System

  XX

Post Tender

Contract Discussions

   X

Implementation & Project Management Services

   X

De-brief Meeting

   X

 

Days of Engagement (approx.)

24-569

Other services we offer include:

  • Marketing Audit
  • Database Healthcheck – Data Analysis – Data Management / Data Policy / GDPR
  • CRM Strategy and Planning – Audience Development / Marketing Strategy
  • Audience / Customer Journey Review
  • Operation / Process Design / System Training plans
  • Marketing Mentoring / Team Development