
Three Levels of Strategic Engagement with Measurable ROI
Light
This is a succinct engagement that allows us to build on the initial complimentary engagement and provide you with a more detailed view of what success could look like, and moreover, what impact your current challenges are having on the business and how these could potentially be inhibiting growth, transformation and/or innovation.
- Your pain points and how they impact your business.
- High-level review of sales, service, and marketing synergy from a process and CXM viewpoint.
- Review of your to-be state and potential ROI points (no detailed financial analysis or breakdown).
- A document highlighting all areas of the engagement and suggested next steps to achieve quick wins for the business.

Engage
Engage is tailored towards a more in-depth look at the business. It includes everything that is provided by the Light engagement but also adds financial analysis, such as quantifying business impact and ascertaining ROI. It covers other areas of the business (sales, service, and marketing) in more detail and examines how these can work in a holistic and symbiotic way to drive incremental efficiencies and value. These outcomes are also quantified from a business impact and ROI perspective.
- Conduct a comprehensive review of sales, service, and marketing processes examining their synergy through CXM to improve effectiveness and customer experience, and identify potential ROI opportunities.
- Evaluate the future (to-be) state and pinpoint ROI opportunities.
- Develop a maturity curve and success roadmap based on complexity.
- Create a detailed document outlining the engagement, including a business case, ROI analysis, and strategic roadmap.

Bespoke
This is an engagement that is tailored based on your specific requirements across the business and typically spans multiple business units and functions. Often, this includes working with you to select technology and implementation partners according to the agreed roadmap, and can also include elements such as project management.


Services
Unlock Your CX Potential
We offer a complimentary, no-obligation half-day consultation to explore your specific needs. Our services include CXM strategy consultation, AI implementation and optimisation, and creating a unified customer record across all data sources—both new and existing. We also specialise in field-service optimisation, providing a single, comprehensive view of your business and customers. By delivering a seamless, unified customer view across all touchpoints, we help you drive more effective and impactful customer experience management (CXM).

Contact us today for a consultation with Smart CXM, your business consultancy internationally.
© 2025 Smart CXM