Our inception process objectives aim at understanding the overarching goals of the CRM project and outline its critical success criteria. We aspire to ensure that all stakeholders are involved in building a strategic and prioritized CRM roadmap for the organization involving resource usage and project costs. Finally, we establish work relationships and models with the customer to secure a smooth implementation.
Solutions Metrix adopts a project-based approach that covers the following:
Once the inception phase is completed, we provide a full-day workshop displaying our inception deliverables to the customer outlining the plan ahead. The documents that we provide are the following: