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When
you
engage a consulting firm to assist with your CRM implementation,
you are ultimately “renting” the expertise and skills of the
consultant assigned to your project. At Value Stream CRM, John
Licata is the Principal Consultant and project manager on all
implementations. Outlined below are his
experiences
and skills relative to successfully implementing your CRM
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Click below on one of
the six areas of expertise to learn more.. |
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CRM
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In 1999, John was employed by a “dot-com” focused
company, ClientLogic, as the manager of business development
systems. Here he implemented a 100-user global installation
of GoldMine. During this period John formed an
“after-hours” consulting company called Eureka Consulting
Services. He assisted four Nashville based companies
in installing
Goldmine. During this period he
acquired an enthusiasm for
assisting organizations with their CRM implementations.
In 2001, John relocated to Kansas City to accept a
position as
a CRM
consultant where
he successfully completed 25
CRM implementations. He also
received his training and certification
on Microsoft CRM and Salesforce.com
In 2003, John broke away and formed his own CRM firm.
Since then, they have
had a few different
“brands” (SingularFX and Notabout Software)
as the firm
searched for and found their niche. In 2004 and
2006,
John certified on Sage CRM.com and Sage CRM.
In 2008,
he
certified on Microsoft Office Sharepoint Server 2007, an
Enterprise Content Management (ECM) system that complements CRM
systems.
John is
currently working toward recertification on Microsoft CRM 4.0
and Microsoft CRM Live.
Since forming his own consulting firm in 2003, John has assisted
over 60 organizations with CRM implementation and
training.
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Process
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John
has been certified by AIIM (The Association for Information and
Image Management) as a Business Process Management
Practitioner and by the IASPC (International Association of
Sales Process Consultants) as a Sales Process Consultant.
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Sales
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With
sixteen combined years of outside sales
experience as an owner, sales manager and sales person,
John understands sales and
sales professionals. His first professional sales experience
was with Diebold in 1986.
There he sold service contracts
for banking technology
equipment in Kansas, Nebraska and Missouri.
From
1988 to 1993 he was responsible for selling all EFT services for
a regional bank data processing company. From 1993 to 1998 he
was a manufacturer’s representative for Diebold.
In 1998 he moved to sales support and
management, where he worked with 40 sales professionals in North
America and Europe.
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Service & Support
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Many CRM consultants focus exclusively on the marketing and
sales functions of the CRM systems they support. At Value
Stream CRM we include Service & Support as a critical component
in most CRM implementations.
John’s experience with Service and Support began in 1985 when he
was promoted to Wichita Branch Manager for Diebold, Inc. Here
he managed a 5 to 10 person technical team responsible for
installation and service on all Diebold equipment in central and
western Kansas.
Service and Support has been an integral part of many of the CRM
implementations. Additionally, he provided implementation and
training on several Frontrange HEAT implementations,
including the City of St. Louis and AMC Theater home office.
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Project Management
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John’s project management expertise began as the installation
manager for Diebold in Wichita, Kansas. Many of his projects
included new bank construction where
sophisticated
project management software was employed. His largest project
was the implementation of ATM software for a bank data
processing company. One outcome of his learning experience is
that project management is an integral part of all system
implementations.
That being said, our “Lean” approach to all projects is to
eliminate “non-value-adding”
activities from your project budget. We only include the amount of project
management and associated documentation that is absolutely
necessary to the success of the project.
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Nonprofit |
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