Solutions That Fit You

Determine and document your specific needs – What are the top three current problems you want to solve? How do these problems impact all areas of your organization? How would coordination across your whole organization impact your efficiency and coordination? What competitive challenge would that address?
Assess your culture and practices – how do you see yourself helping your clients? How should your web-presence and CRM system help you to deliver that benefit?
Define measurable goals and milestones – What can you achieve by when? What are the foundational activities?
Consider compliance motivation – developing a system which people are not going to use is a complete waste of money. How can you implement a user-friendly, helpful system?
Create a rational budget in time, money and your involvement – Hosting, Support, Customization and development, Training, Business process re-design, Branding, Positioning, on-line advertising, Blogging, Tweeting, Social media monitoring.

Succinctly describe your unique capabilities and positioning – for example “At Prodigm we provide our customers with a web-presence that works and a CRM system that fits their needs. Typically clients come to us because they are dissatisfied with the effectiveness of their web-investment, are frustrated by current CRM solutions they are using or because they want our help in determining direction and options in either area”.
Assess your branding and positioning versus your competitors. How successful are your competitors at drawing traffic to their site and blogs? What keywords are they using? How inter-active is their site and how much does it focus on typical customer problems?
Analyze keywords that are apt for your services and which are competitive to provide your listing with a relatively high ranking in search results.
Review and assess the traffic to your web-site and blogs. Are your getting the traffic volumes and quality you expected? How are you measuring success?