Implementation
You've developed your CRM Strategy, you understand the associated costs and benefits to the organization and you have chosen the appropriate CRM package to meet your requirements. Now what? Implementing a CRM system is not as simple as installing some software and pushing a few buttons. You wouldn't hire an auto mechanic to give you a root canal. Why would you hire computer programmers to implement your CRM system? A successful CRM implementation is going to be lead by consultants who understand business processes as well as technology.
Plus Consulting provides successful CRM implementations by taking a proven approach to project delivery.
- Needs Analysis
- Define the CRM project by identifying system goals, project scope, constraints, and assumptions.
- Detail requirements that describe what the system must do.
- Develop a conceptual design specification for the CRM system.
- Prototype Development
- Develop a prototype of the final CRM system that serves as a proof-of-concept to test features, functionality and system integration.
- Conduct pilot testing to one or more subsets of system users.
- Customization
- Any CRM system that you choose to implement should allow you to perform customizations to make it fit your business requirements. These customizations can be simple, such as adding fields and tables to the database, or more complex, such as incorporating your specific business processes.
- Data Conversion
- If you’re like most companies, you have valuable customer data living in numerous systems and databases throughout your organization. Getting that data into your new CRM system will be critical to the success of your overall project.
- We use the most efficient tools and technologies to make data conversion as painless as possible.
- Systems Integration
- Developing a complete view of your customer with your CRM system often requires integrating data that resides in other back-office systems, like Accounting, Finance, Production, etc. Working with the best integration tools available we can provide you with the 360° view of your customer that you've read about in all of those CRM magazines.
- Custom Reports
- Most CRM systems will come with a set number of “canned” reports. While these may fit some of your needs, inevitably you will require certain custom reports to better monitor your business. We provide a base number of custom reports with every implementation, and we are also available to develop custom reports for you at anytime going forward.
Return to Customer Relationship Management
Please visit our Resource Center for Product Information, and Demonstrations. Read Case Studies for examples of our experience. |
