CRM Implementation

A properly implemented CRM system can bring great value to your business. From cost savings to better client satisfaction, your CRM system is even more beneficial if implemented the right way.

Our methodology is the way we do business. It’s what sets us apart from other CRM consulting firms, and it’s what will set your business ahead of your competitors.

  • Visualize – Establish the direction of the project; Determine deliverables and budget.
  • Plan – Introduce the project teams; Identify the business objectives, project scope and timeline
  • Design – Assess each business unit, understand the unique business needs, and create the plan
  • Configure – Modify the CRM system .
  • Test – Conduct pilot testing and evaluation
  • Deploy – ensure a smooth launch of the configured and tested solution.
  • Results – Measure project success and the customer satisfaction.

We want your business to continue to grow. In addition to our phased methodology, we offer ongoing support for you and your business even after project completion.

To learn more about our 5-phase methodology and how our CRM implementation process has successfully worked for hundreds of clients, contact us today for a complimentary, one-hour consultation.