CRM IMPLEMENTATION
CRM Implementation Steps
CRM ROADMAP RELEASE PLAN EXECUTION
With USER ADOPTION at the core of our entire CRM implementation approach, your team will be ready to use your new CRM system in no time due to these key points:
- AGILE: We work within an agile framework. It just means we’ll divide the work into multiple sprints that typically last 1 to 4 weeks instead of releasing all results simultaneously.
- ENSURED GOVERNANCE: Project issues are resolved early and efficiently. We deliver on-time and on budget. Guaranteed.
- INCREMENTAL CHANGE: We make sure your appetite for change is aligned with your capacity to absorb it.
- QUICK VALUE: See the ROI of your CRM initiative fast. Your team will be optimizing their workflow within weeks.
- SYSTEM PERSONALIZATION: Have it your way, every work day.
- PROCESS AUTOMATION: Achieve operational efficiencies and focus on high-value tasks instead of time-taking tediousness!
Throughout your implementation journey, count on our specialists and your dedicated CRM implementation consultant to provide the best CRM practices and clear and consistent communication for effective and lasting CRM adoption.
WHAT'S GREAT ABOUT THIS FOR YOU?
Crawl-Walk-Run approach.
Transparent communication.
No guesswork. No stress.
We deliver on-time and on budget.
You can have the best CRM platform on the market, but your ROI will suffer if no one uses it. We know we’re repeating ourselves, but user adoption is just that important.
Rest easy as we work our magic to bring your team to CRM SELF-SUFFICIENCY using a stack of healthy change management strategies that facilitate onboarding and render engaged, motivated, confident, and, thus, productive employees.
A SENSE OF OWNERSHIP is created for users, as being involved in a CRM project from the onset makes a difference. Because your staff participates in the decision-making and personalization process during development, they’ll be committed to obtaining payoff results.
Moreover, while immersed in CRM, with the comfort of ongoing support, they appreciate its capabilities.
The essential BUY-IN OF CHANGE will occur early on, and even those most resistant will feel empowered.
Our TAILORED TRAINING is available for any of your team’s CRM learning needs, so less time is spent figuring out how to use your system and more time mastering it.
With the right CRM adoption plan, your team will be on its way to sustainable growth and operational efficiency. Count on us to be your CRM implementation consultant and get you there.
USER ADOPTION & TRAINING
WHAT'S GREAT ABOUT THIS FOR YOU?
Team engagement.
Team productivity.
More time spent mastering CRM, not frustrated with it.
SYSTEMS INTEGRATION
Don’t let our business acumen fool you into thinking we’re not ready for the techy part of CRM tech.
If our business consultants shined during the Inception phase, our technical folks take the spotlight in ensuring your CRM integrations are seamless for your CRM implementation.
We understand that to deliver an extraordinary customer experience, you need to gather information from multiple systems. We’re familiar with all the integration approaches. From API, ETL, ESB, Middleware, etc., we integrate anything from the latest and greatest cloud systems to older systems like AS\400.
Your committed CRM implementation consultant is ready to tackle it all.
WHAT'S GREAT ABOUT THIS FOR YOU?
Secure & compliant system architecture.
A single point of truth.
AI & machine-learning ready.
OUR CRM PROCESS
A CRM system is a central database that stores information about prospects and customers. Implementing a CRM system is a significant investment for any business, but it’s not just purchasing and installing software on your servers. Getting the most out of your investment requires a CRM partner who understands your business and its objectives. That’s where our CRM implementation company steps in to help.
CRM CONSULTING
We help you plan your CRM implementation and train your staff to use it effectively. Our consultants manage your CRM continuously so you can focus on your core business activities without worrying about updates or upgrades.
CRM IMPLEMENTATION
Our CRM team works with clients to complete implementation on time and within budget. We integrate new CRM with existing applications to avoid data duplication and inconsistencies, maximizing your investment.
CRM OPTIMIZATION
We facilitate seamless customer data migration from outdated systems to new CRM software, ensuring accuracy and consistency across all channels.
CRM SUPPORT
Customers can buy a bank of hours for a support project. This way, they can access our services whenever needed without purchasing each service separately.
We Have Expertise in the Implementation of the Following CRM Platforms
OUR SUCCESSFUL CRM IMPLEMENTATION EXPERTISE
Why put your CRM needs in our trust
We're business consultants first
We've been CRM experts for over 15 years
We've led over 400 CRM projects
User adoption guarantee