Above and Beyond
in Customer Management Solutions
Our Mission
With a dedicated focus on providing above and beyond Customer Relationship Management (CRM) consulting services, Xpct Consulting's mission is not only to provide our clients advisories on tactical solutions but more importantly to become a trusted partner in helping our clients achieve their overall business successes.
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Our Experience
At Xpct, we help our clients leverage technology solutions to maximize sales operational efficiencies and to deliver great customer experiences that drive customer loyalty and satisfaction. We specialize in deriving actionable business insights by developing customized customer management strategies and tactical solutions that help our clients move at the speed of digital business.
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Our experienced consulting team has extensive experience and knowledge in designing, implementing, and integrating customer management solutions.
Our Leadership
Brian Liu is the Managing Director of Xpct Consulting. As a well-recognized leader in client relationship management (CRM), Brian has established proven success in leading the CRM and business intelligence projects in top-tier companies such as Jones Lang LaSalle (a Fortune 500 company), Timbercreek Asset Management (a top Canadian real estate investor), Bennett Jones (a top Canadian law firm), etc. Under Brian's leadership, Xpct Consulting is committed to going above and beyond in servicing our clients with the art of the possible.
Our Approach
X - We set no limit on our efforts in helping our clients exceed their goals. Above and beyond in achieving client expectations is not only our guiding principle in our partnership with your team but also the answer to solving every small or big challenge you may face, whether that's a change management strategy or simply a data cleansing project.
Perceptive - One of our biggest beliefs is that listening makes us stronger and gives us the ability to provide more perceptive solutions. By partnering with our clients, we are not just focused on completing a single project but to ensure we offer a solution that's aligned with your overall business goals, technologically, financially and strategically.
Creative - With a solid understanding of clients' pain points as well as experience and knowledge from both the consulting and corporate worlds, our team are specialized to identify key success factors and develop creative solutions which will significantly increase your competitiveness in the market place.
Tailored - What suits you is the best. We don't believe the "one-fits-all" model. We are dedicated to provide a tailored solution for every client we partner with. We believe there's no exactly same situation. Every team has its unique user group, strategic priorities, background and goals. All of these have to be accounted for with a highly personalized approach to ensure the highest effectiveness.
Our Solutions
Xpct consulting aspires to deliver end-to-end customer management solutions spanning across strategic planning, execution, and system implementation.
CRM & CSM Strategy
No matter where you are with your CRM strategy, we will meet you there and help you evaluate, refine and implement a tailored strategy that will maximize not only your sales operational effectiveness and efficiency but also your customer satisfaction and loyalty.
Data Auditing & Migration
The importance of data has been repeatedly raised year over year. We will run 360-degree diagnoses on the challenges you face in your data management process to help you more effectively drive the growth of marketing, business development and your company as a whole.
Training & Adoption
Adoption is the #1 topic in CRM implementation. To ensure the
maximized value and continued success of your CRM platform, it is crucial to maintain a healthy
adoption across your users. A key to achieving this goal is personalized training which our team will partner with you to develop and implement.
Analytics & Reporting
You've got great systems and processes generating useful data. Now what? The true value of data is how you can use it to advise your business strategies. Our team are extremely specialized in using various BI tools to draw valuable customer insights and dashboards from complex data sets.
Marketing
Automation
Part of a successful CRM strategy is the integration with marketing platforms. With extensive experience in technology integrations, we will help you build an optimized process that will significantly increase your marketing operational efficiencies.
Technology Optimization
Staying alerted on the most recent technology trends will help your organizations stay competitive in the market place. Our experts will help you ensure you are equipped with the most effective and efficient technologies to drive your sales and marketing success.
Dealing with other challenges in your customer management process? We would love to hear your pain points and come up with a tailored solution for your organization.
