Relationship Management

Transforming Relationships Across the Board

Beyond CRM
Knowledgetech takes the best elements of conventional customer relationship management (CRM) systems and extends them to encompass relationships across organizations, throughout supply chains and just about anywhere that relationships matter. This approach is called “anything relationship management” or xRM.                             

Furthermore, we understand that, to provide optimal returns, relationship management must go beyond simply managing existing relationships. Today’s organizations need ways to identify their most valuable relationships and then to extend and deepen these relationships. We call this relationship transformation.

Relationship Blueprinting, Transformation & Benchmarking
Our relationship transformation programs leverage a disciplined set of “relationship blueprinting” activities, designed to discover ways value might be added to the complete range of customer and stakeholder relationships. This includes consideration of key processes and roles as well as a review of existing systems and data.

Based on our discoveries, we design and implement systems to facilitate relationship transformation. This typically involves combining organizational enhancements with IT customizations based on Dynamics CRM and other relevant Microsoft technologies. Our role continues deep into the execution and benchmarking of these new systems.

Case Studies

• Association Membership Management
  Associations provide vital services to professionals throughout industry sectors. We help professional associations gain insight into their members’ needs and preferences, facilitating the efficient delivery of meaningful interactions.
  Read this case study >>
   
• Financial Services CRM
  For financial services organizations, maximizing the value of existing clients is essential to business growth. We offer CRM deployments that deliver the insight necessary to generate real cross-selling and up-selling opportunities.
  Read this case study >>
   
• Patient Recruitment & Outreach Management
  Many healthcare organizations need ways to proactively reach out to their target populations. We facilitate this with technology that centralizes target population data, streamlining communications and public outreach.
  Read this case study >>
   
• Foreign Exchange CRM
  Any foreign exchange department in a financial services organization can benefit from a more detailed customer view. We deliver CRM technology that allows foreign exchange staff to access a central source of complete customer data.
  Read this case study >>