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CRM Smart Cycle​

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
An orange outline of four interlocking puzzle pieces symbolizes CRM Implementation, centered on a white background with an orange geometric frame around the edges.
An orange gear icon with three line sliders at its center is displayed on a white background, surrounded by a geometric pattern of orange lines forming irregular shapes. This design elegantly embodies the dynamic essence of digital transformation consulting.

Step 2: Customization​

  • Agile approach to implementation with deliverables every 2 weeks
  • Demonstrations to illustrate the CRM vision
  • Building a coalition for change

Stage 3: Deployment

  • Final phase of user adoption
  • Training
  • Go-Live​
An orange icon of a computer monitor with controls is at the center, surrounded by an abstract, geometric, pale orange border on a white background—capturing the essence of CRM consulting excellence.
Orange geometric pattern surrounds an orange bar graph icon, symbolizing digital transformation, with a plus sign above the tallest bar on a white background.

Step 4: Optimization

  • Take advantage of more CRM functionalities
  • Benefits of technological improvements
  • Quarterly Business Review (QBR) to ensure adoption.

Looking to upgrade your current CRM or make the switch to a better system?

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