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Comprehensive CX Package for Non Profits  


We strong believe that over time, an organization's ability to deliver remarkable experiences to its customers will have a significant impact on their bottom line. Based on research and insights from leading analysts such as Forrester and Gartner, we have come up with a custom methodology to help our customers succeed in their CX Journeys. The below phases outline our approach and the solutions/services we offer to our customers in the Construction Industry.



Step 1: Baseline & Fix

We work with our customers to get an understanding of their current CX maturity. Then, we identify easy  to fix sales, marketing and services processes and try to fix them. As an example, it is not uncommon for SMBs with 5-10 sales reps to rely on Excel to store their customer information and interactions. This is definitely not the best approach and we try to move customers away from this methodology.

FocalCXM's Offering

  • CRM Strategy
  • CRM Vendor Selection
  • CRM Implementation
  • CRM Maintenance


Step 2: Improve Processes

Once the basic CRM platform is in place, depending on the organizational structure and other parameters, we help improve the processes related to data sharing, record visibility, workflows and other aspects that will simplify the lives of CRM stakeholders.


FocalCXM Offering (Setup & Managed Service):

  • Marketing
  • Lead Management
  • Client Management
  • Contract Management
  • Project Management
  • Sales Management
  • Accounting Integration
  • Workflows & Notifications



Step 3: Optimize


Now that the basic process is in place, how we can leverage the platform to further streamline operations and simplify the lives of marketing and sales professionals?

FocalCXM Offering:

  • Customer Interaction Planner
  • StoryPulse for Voice of the Customer Program
  • Marketing as a Service
  • Order Capture



Step 4:Create Brand Fanatics

Delivering remarkable experiences systematically and consistently is the only means for a profitable business. Organizations that understand and follow this philosophy are the only ones that will be successful in the long term. We will provide the insights required for brands to understand customer perceptions and service them better.

FocalCXM Offering:

  • CRM Analytics Setup and Maintenance
  • Industry Insights
  • Advisory Services




CRM Tools & Services for Remarkable Experiences



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