CRM implementation and integration
The decision to introduce a CRM system is a decision that will really take your business to a new level!
n order for you to really get there, you need to think carefully about what exactly the CRM system is needed for and how to motivate your employees to make such changes.
We can help you with that!
3 stages of a project implementation
Stage 0. Pre-project survey
Pre-project inspection is an opportunity to determine the main tasks that we set for the CRM platform. And as a result, more deeply immersed in business processes and tasks, it becomes possible to determine whether a particular platform is suitable for the project implementation, how much time will need to be spent on implementation (making a schedule), what is the cost of ownership of the solution and what is the cost of project CRM system implementation.
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In the course of the survey, you can get a detailed description of the existing business processes in the company and compare the actual picture of the business with your idea of ​​it. Together with you, on the basis of the revealed picture, we will determine the bottlenecks of the business and business processes of the company, find the growth points and will be able to select the optimal set of project works.
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But the most important thing is that at this stage it is possible to identify the benefits and the obtained competitive advantages from the implementation of the project for the implementation of a CRM system.
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Stage 1. Concept development
Development of the project charter for implementation.
This document is intended for a common understanding by the customer and the performer of the objectives, content and results of the project, the order of interaction and communication of the parties, management of risks and changes in the project. At the exit - the charter of the project, which is a prerequisite for the start of work.
Development of technical specifications for the implementation of a CRM system.
The document describes in detail the functional, technical, organizational and methodological requirements for the implementation of a CRM system. That is, a functional system is completely constructed, but only on paper.
Development of technical design.
This document contains a detailed description of the system requirements, which include a vision of how the interface of the system as a whole will look like, scenarios of user behavior, content of forms to fill with data, fields, buttons and other elements and functions of the system are thought out. Also, when planning the implementation of complex integrations, in some projects we make up a technical task for integration.
Stage 2. Project implementation
2.1. Implementation
At this sub-step, the system is configured according to the requirements of the Concept.
The criterion for the completion of the implementation is complete customization of the functionality, except for the described integrations.
2.2. Integration
This sub-step integrates with services, services and subsystems.
The completion criteria is a fully operational system, ready for operation.
Stage 3. Training
We separately train the heads of departments and the company on how to control the work of employees, how the task setting functionality is implemented and how to capture the analytics of all indicators. Separately, we train the company’s employees on how to work in the system as part of their functionality, and on the technical side, on the technical features and administration of the CRM system.
Training can take place in two formats:
- Academic, with the participation of two implementation consultants;
- Business trainings that will be conducted by a business trainer and implementation consultant.