Customer Relationship Management Evaluations

TriUnity Strategies offers Customer Relationship Management Evaluations, designed to assess how effectively your organization manages and nurtures relationships with customers. This evaluation ensures that your sales and customer service teams are aligned and equipped to build long-lasting, valuable relationships that drive growth and customer satisfaction.

Choose the right evaluation level for your business:

Relationship Management Check-in
A 30-minute consultation to assess your current customer relationship management practices. This quick review identifies areas where your relationship-building efforts may need improvement.

Relationship Management Gap Evaluation
A 1-hour conversation with a TriUnity expert to evaluate gaps in your current relationship management strategy. We’ll provide a summary of key areas where relationship-building practices can be strengthened.

Relationship Management Evaluation Report
A detailed review of your customer relationship management strategies. We’ll deliver a comprehensive report with actionable recommendations to improve your team’s ability to build and maintain strong customer relationships.

Relationship Management Risk & Vulnerability Evaluation
A deep dive into potential risks and vulnerabilities associated with poor relationship management, such as customer churn or missed opportunities. We’ll create a risk management plan to address these challenges and improve relationship-building practices.

Root Cause Analysis of Relationship Management Challenges
For organizations facing significant issues in managing customer relationships, we’ll conduct an in-depth analysis to uncover the root causes. Our tailored action plan will provide solutions to enhance your team’s ability to build stronger, more meaningful customer relationships.