https://www.periconsultinginc.com/home daily 1.0 2023-08-10 https://images.squarespace-cdn.com/content/v1/5e7a10a44474ca7b18169ce4/1585594082393-SQQQC4FBREM1QZHY0QKK/image-asset.jpeg Home - Why Peri? Peri is the Hebrew word for “Fruit” or more specifically “to bear fruit” or “be fruitful”. An apple tree is called an apple tree even before it ever produces apples because that is what it was designed for. Your business was designed to be successful and bear fruit, let me help you. The goal of Peri Consulting Inc. is to provide organizations with the tools they need to make strategic decisions that will bear fruit not only in the short-term but also in the long-term. https://images.squarespace-cdn.com/content/v1/5e7a10a44474ca7b18169ce4/1585666207486-OKE7KGS7UT7HBPQ729GJ/Team27.jpg Home - Your Guide With over 20 years financial services experience in the credit union, bank, finance, energy sector, along with several years working in the non-profit sector, Jason Heffren will help you to maximize the potential of your existing CRM system, help you through the CRM selection process, train your managers and sales staff and walk you through the changes required to become more profitable both through new sales but through developing efficient sales processes. In addition, Jason has experience with Loan Origination, Business Analytics and In-House Cheque printing solutions and can guide you in your selection, implementation and delivery of these solutions in your organization. https://www.periconsultinginc.com/company daily 0.75 2020-04-14 https://images.squarespace-cdn.com/content/v1/5e7a10a44474ca7b18169ce4/1585059072152-FLQTS7Y4XLIHOX9ZCF7M/image-asset.jpeg Company - Peri Consulting Inc. Peri Consulting was started by Jason Heffren in 2018 after more than 13 years working with the leading provider of CRM solutions to Canadian credit unions. Jason holds a degree in Communications from the University of Windsor and Sociology from Western University. Jason has actively contributed to the development of CRM solutions as well as the training and execution of those systems in credit unions across this country while serving in sales, marketing and consultative roles. Jason has a passion to help his clients be successful and desires to see them excel in their understanding and use of the CRM systems they currently use. With over 20 years of experience in the financial services and non-profit sectors, Jason has a diverse background of teaching, operations, marketing, and sales. Jason’s desire is that everything he can touch, or influence will bear fruit whether in growth in sales or simply to just understand things better. https://www.periconsultinginc.com/our-services daily 0.75 2023-08-10 https://images.squarespace-cdn.com/content/v1/5e7a10a44474ca7b18169ce4/1585833078159-O278FCGOPLZCWZNZAFA9/image-asset.jpeg Our Services - CRM Health Check/Audit We will explore your organization’s needs and current usage of CRM to understand where you are and where you need to go. From their we will identify where the current system is not being used to its fullest capacity and better match its capabilities to your business expectations. Our audit process will uncover your challenges fast, working closely with your stakeholders and system users to know exactly where problems and opportunities might lie. We will analyze your systems and processes and deliver recommended improvements to help you achieve your business vision and goals. https://images.squarespace-cdn.com/content/v1/5e7a10a44474ca7b18169ce4/1585833260141-5CS1WE82IZCIG6L6SXEU/image-asset.jpeg Our Services - Maximize your ROI in CRM 70% of credit union clients we have worked with reported they weren’t using all the functionality or not using CRM as effectively as they want … especially when considering the investment made. A poorly-implemented, underutilized CRM system can become your organization’s gigantic white elephant – used ineffectively, loved by nobody, and actually doing more harm than good. We will work with your team to build a roadmap, so that you can easily navigate the gaps and challenges preventing your organization and team members from realizing the returns you were expecting from your CRM investment. https://images.squarespace-cdn.com/content/v1/5e7a10a44474ca7b18169ce4/1585922650827-I1TFIBSNDBYJY4ZNCGO7/image-asset.jpeg Our Services - Coaching the Coaches The first step in coaching your managers on how to equip and train their staff is to help them with messaging the value the CRM is to the organization and to their jobs. We start with determining the Why. Why did you implement the CRM system, why its important both to the organization as a whole and to the people using the system? The second step is to perform a comprehensive functionality review utilizing best practices that have been gleaned from 15 years of CRM coaching in credit unions. https://www.periconsultinginc.com/contact daily 0.75 2020-04-03 https://www.periconsultinginc.com/jasonheffren daily 0.75 2020-05-12 https://images.squarespace-cdn.com/content/v1/5e7a10a44474ca7b18169ce4/1585666075442-AA1O1T5F6ULS6LLCM3SK/Team27.jpg Jason Heffren