This is our process to help clients in the area(s) they need us in. It is a 5 page slide on what we do, based on real references with great sucess. How can we help you? Contact us anytime.

1. Our Approach and Philosophy

2. Our Approach
Supported by
Process
Enabled by
Tools
Developed for
People

3. People
Process
Tools
Our Process Discovery /
Executive
Meeting
Current State
Assessment
Present Key
Findings
Define business
process
Business
process
Linkage
Documentation
of Findings and
Process
Tool Design and
Implementation
to enable
defined process

4. Solution Experience
Integrated
Marketing
Sales
methodology
Integration
Integration
with
telephony,
accounting,
ERP and
other legacy
systems
Document
Management
Tablet forms
with E-
signature
(I-pad, Play
Book,
others…)
Quoting &
Forecasting
Price
configurator
Portals
Loan & Grant
Management
Case
management
and ticketing
Event
Management
Resource
&
Project
Management
Member
Management

5. Industry Vertical Experience
High
Technology
Legal
Manufacturing Insurance
Federal,
Provincial &
Municipal
Government
Professional
Services
Health
Sciences
Financial
Services
Not for Profit
Industrial and
other supply
companies
Engineering
Member
Based
Organizations

6. Sample Customer List
The News
Group
Rogers
Communica
tions and
media
Canadian
Youth
Business
Foundation
Canadian
House of
Commons
Microsoft
Government of
Saskatchewan
ToyotaOTIP
Rugged
Com
Pacific Life
RE:
Solid CADWurth
Compugen
Canadian
Partnership
Against
cancer
KPMG IBI Group
Argus
Insurance
Digicel

7. Thank You
Mike Owens
Sales Effectiveness Advisor
Mike.Owens@crmdynamics.ca
647-886-8578
www.crmdynamics.ca
ca.linkedin.com/in/michaelowens1