CRM Smart Cycle | Solutions Metrix
OUR APPROACH - CRM Smart Cycle

CRM Smart Cycle

OUR APPROACH

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Our CRM Smart Cycle is our guarantee for a successful implementation.
Nothing is left to chance! Our thorough roadmap ensures a seamless transition following a step by step procedure.

Step 1: Inception

  • Align on the overarching goals of CRM
  • Craft a user adoption plan, based on organization maturity of process, system and culture
  • Identification of the business capabilities to tackle
  • Platform selection

Step 1: Inception

Step 2: Customization

  • An agile approach to implementation with deliverables every 2 weeks
  • Demos to illustrate the CRM vision
  • Build a coalition of change

Step 2: Customization

Step 3: Deployment

  • Final Stage of user adoption
  • Training
  • Go-Live

Step 3: Deployment

Step 4: Optimize

  • Leverage more CRM features
  • Benefits from technology enhancements
  • Quarterly Business Review (QBR) to ensure adoption

Step 4: Optimize
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