CRM Advisory Services for Companies and Software Vendors
Including memberships for individuals, companies, and software vendors.
Jesús Hoyos can guide you in closing the gap between the technology and the strategy and help create quick wins and agile implementations to improve your Customer Engagement ecosystem. Jesus has experience helping several types of companies (B2B, B2C, D2C), from foreign multinationals to Latin American multinationals and from local enterprises to small-medium companies. Jesus provides services in both English and Spanish.
You can by a membership or have specific services tailor to your needs.
Membership and Services
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Free 30 minute session
If you need to just discuss an idea, speaking engagements, CRM mentorship and/or just find out more about my other services book a free 30 minutes session with me.
CRM Advisory Services
Mentoring, Coaching and Influencer/Analyst
Software Analysis
Lab
Need a third-party consultant to help you showcase your product to a prospect or company. With our Customer Engagement Lab methodology with can help you create Proof of Concepts, reviews, and demonstrations for your prospects and customers.
Customer Engagement Lab for Software Vendors
Software Selection
Select the proper SaaS solution for your ecosystem
Our agile software selection can help your company create RFIs to quickly select identify the shortlist of vendors to be evaluated.
Contract Negotiations
Customer Engagement Functionality Assessment
In today's market, the cost of software in the cloud is different depending on if you are buying marketing, sales, or service solutions. We can help sort out pricing per user, per module, per emails, per contacts, and/or per transactions, among other criteria.
Industry Analysis and Influencer Services
3 months
As a software vendor, you can hire me for 3 months for a set of 10 hours for specific deliverables and engagements: white papers, research, 1to1s, webinars, events, and workshops.
As a software vendor, you can hire me for 6 months for a set of 10 hours for specific deliverables and engagements: white papers, research, 1to1s, webinars, events, and workshops.
6 months
One Year
As a software vendor, you can hire me for 12 months for a set of 10 hours for specific deliverables and engagements: white papers, research, 1to1s, webinars, events, and workshops.
PMO, Innovation and CX Ecosystems Services
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Customer Engagement Ecosystem
If you have Salesforce, and you need to align the different clouds or you are using technologies like Hubspot, Zoho, SAP and Oracle, and you need to optimize it towards a Customer Engagement Ecosystems, we can help you.
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PMO and Center of Excellence
If you need to implement a PMO to manage your technology ecosystem, or a Center of Excellence to realize digital transformation across their business, best practices, pilots, proofs of concept or innovation projects contact us.
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Change Management and Training Assessment
If you need to assess skills or implement training programs that include change management, we can help you.
Latin America Market Analysis
We advise SaaS vendors get establish or expand in Latin America.
Using our market entry methodology we’ll equip you and your organization with a plan. We offer strategic consulting and brand awareness analysis.
Fractional CRM Team to help the the CxO Leaders
Need a fractional CRM Director or Team to help with your current CX and CRM initiatives?
We can help build, operate and transfer you CRM Program with fractional team: CRM Leadership, Technical Lead and/or Functional Lead. We can help establish a complete customer relationship cycle using our 5 key areas: customer definition and data moderl, journey, domains that support the journey, people and skill sets and the technology foundation.
Artificial Inteligence and CRM Synergy Assessment
The AI/CRM Synergy Assessment is a evaluation service designed to help companies maximize their current and future AI investments within the customer engagement ecosystem. This service identifies existing technologies in the AdTech, MarTech, Sales Tech, CCaaS,and Customer Journey domains to ensure AI is effectively implemented through pilots or Proof of Concepts (PoC). Our goal is to create actionable use cases, validate AI functionalities,and optimize your CRM with AI efforts to improve sales, reducecosts, and enhance efficiency and productivity.