Assess and Analyze
We thoroughly evaluate your organization's current state and future CRM needs. Upon assessing the situation and defining requirements, we then analyze these findings and align them with the available platforms.
Define
Following a thorough assessment, we carefully define requirements to ensure the selection of appropriate CRM solutions, recommending the most suitable technology stack for the project type.
Design and Implement
Once we have identified the ideal CRM provider to meet your requirements, we will design the platform to cater to the specific needs of your business, followed by the implementation of the CRM solution.
Test and Deploy
At this crucial stage, we do thorough testing, examining the CRM platform for all defined use cases and departments. Upon completion of testing, we deploy the full solution for your team and work with you to ensure seamless adoption.
User Training
Our commitment does not end with deployment; we recognize the importance of training for adoption, ensuring our customers get the most from their investment.
Support and Maintenance
Following deployment and training, we remain available to support our customers for as long as they need. Our support can vary from routine check-ins to providing a full-time or part-time administrator for your platform.