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Case Studies

These case studies were developed by our partners at the Customer Research Center as part of their sales process optimization program.  Additional case studies on process management and client relationships are under development.  Check back often for additional articles focused on quality management and the science and art of developing extraordinary relationships.

 

CRC Case Study: Wealth Advisory
 
     Enterprise initiative led by the CRC enhances the wealth management strategy for a Fortune 500 firm.  Advisory Case Summary
   
CRC Case Study: CRM Technology
      CRM technology and a new process support to a product strategy re-design for a wealth management firm.  CRM Case Summary
 
CRC Case Study:  Loyalty Management Systems
Implementing a loyalty management system.  Loyalty Case Summary
CRC Case Study:  Building a new revenue stream from service transactions.
Service centers drive incremental revenue.  Revenue Case Summary
CRC Case Study:  Retail Agency Close Rates
Improving the close rates for a retail insurance agency.  Agency Case Summary
CRC Case Study:  Contact Center Telesales Conversion 
Developing extraordinary sales results within existing call centers through improved training.  Telesales Case Summary
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