Optimum Process Partners
Hire a trusted consulting firm with experience spanning multiple systems and streamline your OPPerations!
Optimum Process Partners
Hire a trusted consulting firm with experience spanning multiple systems and streamline your OPPerations!.
How can Optimum Process Partners help your company?
Digital Transformation
Transform your business from multiple manual Excel and Word documents into a centralized location. Automate existing processes and drive a more efficient sales process.
Technology Recommendations
We can recommend the best technology to reach your goals based on your needs and the organization's needs. We will focus on making the most cost-efficient and effective solution.
Data Migration
Stay ahead with our latest advancements and technologies designed to give you a competitive edge in the ever-evolving tech landscape.
Process Automation
With enhanced systems, we will implement process automation. This will save your team significant resources and ensure process are completed timely!
Dashboards, Reporting & Analytics
It is great once you have all your data in one place, but the data is of little use if you don't have a way to access it and establish impactful insights!
Training
After reviewing your processes and systems, we will train your staff. Ensure standardized processes across multiple processes and team members.
Simple and effective
As a non-profit consultant, I am always looking for quality service providers who are available for a reasonable fee. Optimum Process Partners fits the bill. They helped us understand what we needed in a CRM and then worked with us to customize it for our developing needs. Our CRM, communication, accounting applications are now fully integrated - saving us hundreds of hours of work throughout the year. And, by the way, they were great to work with!
A CRM is a Customer Relationship Management tool designed to manage your business’s interactions with current and potential customers. CRM systems are designed to save time, improve relationships, and increase revenue, making them an essential tool for businesses of any size.
A typical CRM Implementation follows the below steps:
- Define Business Objectives
- Select the Right CRM Solution
- Plan the Implementation
- Prepare your data
- Customize the CRM
- Train your team
- Test the System
- Go Live
Optimum Process Partners can assist at any of these key points to ensure a smooth implementation!
- Define clear goals and objectives (e.g. requirements)
- Assemble key decision makers and subject matter experts
- Review and clean existing data
- Map out Business Processes
- Plan for user training and adoption
- Establish KPIs and success metrics
We specialize in implementing and managing your technology stack including but not limited to; Marketing, CRM, Website and other solutions. We take a holistic approach to your processes and work within your existing tech stack to optimize your processes. We can Implement your solution, manage your solution ongoing and even customize training manuals to ensure your team is following your standard processes!
Our implementation services can take anywhere from 2 - 6 months depending on the business requirements, scope of the implementation and integrations. In addition, if the client is prepared with this information ahead of time, this can lead to more effective implementations.
At the moment we specialize in nonprofit companies receiving donations. However, we have experience in healthcare and business operations across multiple verticals.
Yes, we will perform a free consultation to understand where your company can benefit most from a CRM implementation. We can also asses your current tech stack to identify opportunities to enhance your existing system functionality and usage.
Frequently asked questions
Here are some common questions about our company.
Let's Partner!
We'd love to help solve all your CRM needs! Please complete the below information and our team will reach out to schedule a call!