The Customer Research Center provides sales process assessments, segment profitability analyses, customized producer coaching matrixes, and end-to-end re-design initiatives to transform your sales process through workflow improvements and contact automation.

Industry Specialities

The CRC consultants are currently focused on financial services and legal practices. 

Market Analysis

Gain a deeper understanding of your target market's perceptions and expectations relative to your brand strength and the image projected by your sales and service capabilities.

Marketing Engagement

A new survey instrument, developed by the CRC, allows you to rapidly assess the level of engagement across your organization.  Engagement is the key driver that determines the success or failure of your marketing programs.  The entire organization needs to be committed and motivated to ensure the success of your marketing investments.  The survey also allows companies to assess the alignment between their marketing strategy and their current client experience.  Used either online or through facilitated interviews, the CRC survey instruments are essential for driving the optimal level of growth across your organization.

Client Experience

The CRC surveys allow your organization to assess the client experience from an internal perspective and rapidly identify key opportunities and challenges that will improve your organization's focus on the client.   

Pipeline Profitability

Ensure that your sales force is concentrating on highly profitable segments and correctly assessing the long term value of target prospects.

Producer Assessment and Performance Management

Our proprietary Producer Assessment Matrix provides each producer and sales managers with precisely targeted improvement and coaching opportunities to build client value, increase employee effectiveness, and grow revenue.

Sales Process Improvement

The process design and sales automation experts at the Customer Research Center will assess the current process capabilities of your business model and identify high impact initiatives that free your sales force to focus on the client.