Implementation | Solutions Metrix
CRM SERVICES - Implementation



Downwards arrow icon

High Level Process

As a part of the discovery process, we build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients. The plan consists of details comprising the business capabilities defined in detail and the priority and timelines. The plan also includes the resources required to deliver the capabilities (for both the client and the partner). Our implementation approach is based on MVP Model (minimum viable product) methodology, a disciplined agile framework.

Release Plan Execution

Once we have established a project release plan, we execute. One project may consist of multiple releases based on the size of the engagement. A release is defined as a considerable number of delivered business capabilities that meet objectives. Each release is split into multiple 2-week delivery windows (sprints). Each sprint consists of multiple functionalities delivered to the organization for feedback. This process continues until all the capabilities defined in a release are delivered. During the entire process, all project team members, including the organization, work closely to ensure that the delivered functionality satisfies the organization’s needs.

Release Plan Execution

Approach Benefits

Our CRM implementation phased approach provides the following benefits:

  • Empower all team members by making them a part of the development process.
  • Fail-fast: enable the project team to resolve issues early and efficiently.
  • Bi-weekly demos: enable faster user adoption and change management.
  • Predict the delivery reducing stress and guesswork.
  • Identify and prioritize high-value capabilities during the process.
  • Provide transparency during the development process.
Your success is at the core of our mission.
We'll help you identify your needs