Business Analysis
First, we need to understand your business and your vision. We "start with the end in mind" to coin a phrase. Using mind mapping software and our GAP analysis technology, we document your requirements and split them into three stages: essential, desirable, and future requirements.
Focus on the Requirements
Having reviewed the requirements, it is time to define the processes and stages required for implementation. This process ensures that there is no project creep and that the project can be delivered on time and within budget.
Build a model
A picture paints a thousand words and the same is true with a CRM implementation. Creating a prototype for you to review and test allows us to iterate and refine our understanding to ensure your final system is not just a tool, but a tailored extension of your business strategy.
Custom Deployment
Based on your specific requirements, customising your CRM platform might be necessary. This may include custom-built integrations with tools in your tech-stack. However, our goal is always to streamline this process to help keep your costs low and simplify the deployment process.
Training & Support
After your new CRM system is up and running, our dedicated team will offer customised training sessions designed to maximise your system's benefits. Additionally, we'll deliver continuous support to help ensure a seamless transition to your new platform.
