Implementing CRM

Implementing CRM2017-05-13T07:04:17+00:00

Are You Planning On Implementing CRM Within Your Company?

Whatever stage you’re at with your CRM journey, we can help.

Whether you need assistance with services already implemented or with potential future implementations, we can provide independent, unbiased reviews.

Flowbird offer a range of services to assist:

  • An  Audit of Your Current and Future Requirements – Process Mapping
  • Drawing Up Selection Criteria for Potential Suppliers
  • Handling Initial Potential Suppliers and Shortlisting
  • Ensuring Requirements Match
  • Project Management of Implementation
  • Post Implementation Reviews
  • Measuring CRM Return on Investment
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Introduction to CRM

With our years of experience of CRM deployments, we can help you with the implementation of your chosen CRM application. You may well be overwhelmed with the thought of installing a CRM application and the project management involved. We can help: with our experience and expertise, we use various templates and project planning tools to make the process smooth and successful.

CRM Project life-cycle

The implementation methodology is based on a two-dimensional concept: project phases and project work packages.

Project Phases

Project phases describe the high level timeline of a systems implementation.  Implementation life-cycles can generally be split into 4 categories according to the activities carried out at each stage.  These are project definition, design, delivery and go live & support.

Each phase of a project contains set deliverables that should be completed before the subsequent phase can begin.  Some of the key deliverables for each phase are outlined below:

Project Work Packages

While project phases describe the life-cycle of the implementation, work packages focus on the types of activities carried out during the course of the project.  Detailed below are descriptions of each work package in the implementation methodology:

Project Management

The project management channel focuses on all activities involved in the planning and definition of the project.  For example, development of the project plan is a project management deliverable contained in the project definition phase of the implementation.  As part of all project teams, there will be a dedicated Flowbird CRM project manager, working alongside the designated client project manager, to co-ordinate all planning, definition, and resourcing issues.

Process Management

The process/system channel describes those activities involved with the actual design and development of the system.  Our team of experienced consultants will work alongside members of the project team to assess all business requirements and use a knowledge transfer approach in order to translate those requirements into a configured system.

Quality Control

Quality is a vital factor in all Flowbird software implementation projects, and so we have developed rigorous quality control reviews/deliverables that are included at various points throughout the project, including a quality review at the end of each phase.

Change Communications

All system implementations bring a certain level of change to the business, whether for select individuals, or whole divisions of an organisation.   If not managed correctly, this change can have damaging results, such as de-motivation in the workforce and even staff losses.   At Flowbird, we include change management and communication as a key work package during the project life cycle ensuring that any organisational change is appropriately introduced into the business, and communication is always a high priority.


At Flowbird, we recognise the importance of effective and timely training in the success of any systems implementation, thus we have incorporated detailed training and development deliverables into our implementation methodology.  We aim to have active involvement in the assigned training resource from an early stage, thus ensuring training material development is kept in line with progress on the project and as a result, end users receive accurate and informative training.


Likened to a recruitment process, we help you choose the right CRM system for your company.


Deploying a CRM system can be a difficult task – our years of experience will help make the process easier.

World Class CRM

Get the most out of your CRM system and derive the benefits of your investment.

A successfully implemented CRM solution can have a great impact on your company’s profitability. Your customers will be happy and you will have a better chance of retaining your customers for longer. A small reduction in customer attrition can have an amazing impact on profits.

The project doesn’t have to end when the chosen CRM is implemented. We work with our clients on a long term basis to ensure systems become reliant and that they are producing effective results. Our customer retention strategies will help improve customer retention and ultimately improve profits.

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