Rebecca Joslin's Colleagues at CKearney Consulting
Rebecca Joslin's Contact Details
Fort Worth, Texas, United States
CKearney Consulting
Rebecca Joslin's Company Details
CKearney Consulting (CKC) is a small, woman-owned business providing companies with insight into Customer Relationship Management (CRM) systems and processes. CKC can get you in gear and put your CRM in motion!Services:~ CRM Evaluation - Evaluation of the systems your firm currently has in place and suggest the best fit Client Relationship Management (CRM) system. This can also include best practices and advise how to use the CRM to meet the firm's prioritized needs.~ Data Analytics - Using industry market data, we can perform data analysis to provide you analytics on your firms market share, historical and forecasted trends in the markets your firm is currently in or is considering entering and much more.~ CRM Implementation - Assists or leads your CRM implementation from software selection until system is settled and in a maintenance stage. This process includes facilitation, documentation, prioritized goals with a milestone timeline and all necessary support.~ CRM On-Call Support - Provides 'help-desk' support — answering questions, assistance with reports, making changes to OFA (Overall Firm Administrator) value lists or fields and any other necessary support on an 'as-need' basis.~ CRM Training - Leads training sessions for users, OFA or feature specific needs including custom manuals and documentation. Training can be either in-person or remote which ever works best for your firm.~ Proposal Automation - Guidance or facilitation of the CRM proposal automation to prepare targeted and accurate proposals, qualifications statements, resumes, project profiles, project lists, government forms, and other marketing collateral.