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CRM Implementation

Why It's Important and How to Choose the Right One

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How does CRM Implementation work?

To find the right CRM for you, we start with a thorough analysis and review of your requirements, goals and plans. We conduct a series of interviews with key team members to understand your business fully. We can then set your short, medium, and long-term goals.

Once this is fully documented and agreed, we put your new CRM in place, configuring it so that it exactly meets your needs. We then train and support your team.

When your CRM is live, we offer several support options, from fixed monthly service level agreements (SLAs) to hourly packages for consulting, training and support.

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Key factors for successful CRM Implementation

Scoping Process

Understanding the scope and scale of what you need from your CRM is an essential starting point. We look at your internal processes and explore how your organisation currently operates.

Our goal is for you to have a seamless transition into your new CRM. 

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Gap Analysis

After scoping, we conduct a thorough GAP analysis to identify discrepancies between your CRM system and your business needs. This analysis helps prioritize enhancements and allocate resources effectively for a tailored CRM solution.

The GAP analysis is crucial for creating a tailored solution for success.

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Technical Consultants Review

The technical consultant assesses business needs and gives technical advice, working with the functional consultant to create a detailed report for the CRM implementation project.

This review adds expertise and insight to the GAP analysis, ensuring proposed solutions are operationally sound and aligned with your goals.

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Approve, Reject, Postpone

 

The approve-reject-postpone framework tailors the CRM implementation roadmap to your specific requirements, optimising resource allocation and focusing efforts on impactful initiatives for your organisation's success.

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Project Management

Items are smoothly integrated into our Project Management system after approval. Tasks with detailed specifications are created from the approved GAP analysis. Through our client portal, you can monitor real-time project progress and communicate with our team. 

 
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User Acceptance Testing

The User Acceptance Testing step helps ensure that the solution works as expected and meets your business goals. We work together to test the system thoroughly and provide a customised CRM solution that adds real value and supports your organisation's growth and success.

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Scope Creep

Scope creep involves gradually expanding the project's scope beyond its initial boundaries, and it's a natural part of the project lifecycle. With effective communication, we manage changes and prioritise stability. 

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Go-Live Day

Go-Live Day is the transition to full-scale deployment of the CRM solution. The day involves agreeing on the Go-Live Date, user training, final data import, technical support, monitoring, resolution, and post-Go-Live support. Our goal is to make this transition smooth and seamless.

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Continuous Improvement

After Go-Live, we support you through feedback collection, analysis, implementation of enhancements, monitoring, iterative refinement, and continuous support for ongoing CRM improvement.

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Support Agreements (SLA)

After implementing your CRM system, we offer tailored support agreements—Gold, Silver, or Bronze—to address technical and training issues with prompt assistance and expert guidance

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Gold Support Package

Our Gold support package offers comprehensive coverage and priority assistance for clients requiring a high level of support.

With this package, you benefit from:

  • expedited response times
  • dedicated support channels
  • proactive monitoring

Ensuring the continued smooth operation of your CRM system.

Our experienced consultants are on standby to address any technical issues, provide advanced troubleshooting, and offer personalised training sessions to enhance user proficiency.

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Silver Support Package

The Silver support package provides reliable and responsive support for clients seeking a balanced level of assistance.

With this package, you receive

  • timely support for technical & training queries
  • issues are promptly addressed to minimise disruption to your operations
  • committed quality support and guidance
We'll help you maximise the value of your CRM investment.
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Bronze Support Package

Our Bronze support package offers essential support for clients with minimal ongoing needs.

While prioritising response times may be lower compared to higher-tier packages, you still benefit from:

  • access to our knowledgeable support team and resources
  • assistance with technical queries and basic training requirements.
This package provides a cost-effective option for maintaining the functionality and usability of your CRM system.

No matter which support package you select, you'll receive detailed documentation and project plans, ensuring transparency and keeping you informed. We are committed to open communication, offering reliable support as your CRM partners. Our support agreements provide flexible assistance, allowing you to focus on your business while we handle the technical and training aspects. Whether you choose Gold, Silver, or Bronze support, we promise exceptional service to help you meet your business goals.

Do you already have a CRM but feel it's not the right fit? But does it seem like a massive task to move to a new CRM?

We can help you painlessly migrate all your data from your current CRM to your new one, in one easy process

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Get in touch today

Need help with your CRM systems? Whether you're new to the world of CRM, or already using one for your business, we help companies at every stage in their journey!

Book a discovery call or send us an email, we're here to help

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