Comprehensive CRM Consulting Services

Setting up and integrating a CRM can quickly become complex and overwhelming. While you might be capable of managing this on your own, doing so could lead to missed opportunities, overlooked features, and unnecessary frustration. At Tinker Time Labs, we are CRM system agnostic, but we have particular expertise in Salesforce. We leverage our network of strategic partners to ensure that every aspect of your CRM implementation is expertly handled. Our team, alongside our trusted partners, ensures your CRM is configured to meet your specific needs, helping you maximize its benefits and streamline your operations. This allows you to focus on what you do best—running your business—while we manage the intricacies of setting up and fine-tuning your CRM.

If you're not seeing the business outcomes you expected from your CRM, it might be time for an architecture assessment. Our certified architects will evaluate your current setup, compare it to your desired future state, and identify gaps that may be hindering your success. We'll provide a comprehensive roadmap to align your CRM with your strategic objectives, ensuring it supports your business goals now and in the future.

For organizations with an embedded CRM administration and development team, Tinker Time Labs offers coaching services to streamline and enhance your team's operations. We work closely with your internal teams to optimize how they handle cases, manage ideas, and implement project enhancements. Our coaching helps ensure that your team operates efficiently and effectively, maximizing the value of your CRM system and driving continuous improvement.

Tinker Time Labs collaborates with you first to establish a complete blueprint and roadmap. By doing so, we help you identify the specific business goals and objectives you want to accomplish through your CRM.

We organize and divide your blueprint and roadmap into consolidated journeys that can be prioritized, turned into project deliverables and scoped out.

Your end-to-end workflows for each journey are documented and diagrammed. In this phase, we’re looking for key automation opportunities that have the potential to eliminate errors and improve data quality.

We analyze existing data. From this, we design a data model to provide business insights and eventually scale into advanced analytics.  

We follow an agile methodology that enables us to achieve fast time to market and complete customer satisfaction. When inefficiencies or errors surface, our business model equips us with the skills and resources to give you immediate service. This approach keeps your system and project running smoothly. 

We understand that getting started on your own can be overwhelming. We aim to build your team's confidence throughout the project. At project completion, we will work with you to create a plan that allows your teams to thrive independently.

We start by understanding your business goals and the outcomes you’re striving to achieve. If you’ve implemented CRM but aren’t seeing the expected results, our expert architects will work with you to identify where the disconnect lies.

Our team conducts a thorough assessment of your current CRM configuration, processes, and workflows. We’ll document the current state of your CRM environment and how it supports (or fails to support) your business objectives.

Working closely with your team, we’ll define a clear vision for the future state of your CRM environment. This exercise includes identifying the gaps between your current setup and desired outcomes and outlining the steps needed to bridge those gaps.

We provide a detailed gap analysis, comparing your current state with the future state vision. This analysis forms the basis of a strategic roadmap, detailing the specific actions needed to align your CRM environment with your business goals.

Tinker Time Labs will oversee the entire implementation process, ensuring your CRM solution is fully aligned with your strategic objectives. We collaborate with trusted strategic partners to execute necessary changes, whether reconfiguring processes, integrating business units, or enhancing functionalities. We manage the project end-to-end, ensuring every aspect supports your business goals.

We work closely with your team to understand their current processes, challenges, and goals. Based on this understanding, we develop a tailored coaching plan that addresses specific areas for improvement and aligns with your business objectives.

We coach your team on best practices for handling support cases, ensuring that issues are resolved quickly and efficiently. This includes guidance on setting up effective case management processes, prioritizing tasks, and leveraging automation to reduce manual effort.

Innovation is key to keeping your CRM system aligned with your evolving business needs. We provide coaching on how to effectively manage and implement new ideas within your CRM environment. This includes techniques for gathering feedback, prioritizing enhancements, and executing changes without disrupting day-to-day operations.

We assist your team in managing and executing CRM enhancement projects, from minor tweaks to major upgrades. Our coaching ensures that your team can confidently plan, execute, and test changes, keeping your CRM environment robust and aligned with your strategic goals.

Technology and best practices evolve, and so should your team’s skills. We offer continuous coaching and training opportunities to keep your team up-to-date on the latest CRM features, tools, and methodologies. This ongoing support helps ensure that your team remains capable of managing your CRM system effectively, even as your business grows and changes.