Strategic Consulting

The success or failure of your CRM launch is going to ultimately lie in the strategic design of your overall solution. In fact, two of the most common reasons behind CRM failures are poor planning or a lack of clearly defined objectives.


Authority Software has vast experience in CRM strategic design and brings to bear all professional resources needed to analyze your environment and design an application that fits the organization, not the other way around. The cornerstone of our success is our dedication to providing our clients with a CRM platform that goes the distance in managing the customer lifecycle.


The first part of the design phase will be to interview all stakeholders within the organization – technology, sales, marketing, customer service, finance and executive team – to gain an understanding of the perceived challenges and expectations. In some organizations, even the more passive benefactors of the CRM solution should be engaged in order to get feedback from the user's perspective. Authority Software will work with your organization to develop an internal project team that will champion their respective functional areas.


The strategic plan will be a living document that roadmaps the steps to be implemented but is flexible to organizational adjustments or directional changes. This strategy will be the foundation for the project management and implementation plan, ensuring that the project team has an accurate view of what the expected end result.


Most importantly, the strategic design process will ensure the efficiency and effectiveness of the development and launch process, as well as the efficiency and effectiveness of the product once it is deployed within your organization.

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7154 N University Drive, #211
Tamarac, Florida 33321
T: (877) 603-9653
F: (866) 332-7932
E: info@authoritysoftware.com