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Company: Methodology

Our Philosophy

Delivering the best solution for our clients requirements guarantees their success as well as ours. We aim to deliver successful CRM solutions, with strong return on investment due to helping to re-engineer your business and fully engage your staff.

We aspire to deliver systems which prove their value on a daily basis and on the bottom line. Our results speak for themselves.

Our Methodology

CRM Systems follows their core methodology through each CRM implementation:

1. Business Process Review

Each CRM project begins with a thorough business process review and analysis of business methodology and technology

We work closely with our clients from an initial consultation with all areas which will be affected by the change. The key to a successful CRM implementation involves all users from the beginning to minimize pushback and resistance to change. We gather which items work in the present system and can be improved upon by the new technology and which processes can be replaced. During this initial discovery period, we can correct any known or potentially unforeseen issues before development begins

2. Detailed quote and project map
We create a detail project document listing exactly what we shall do, what we require from your organization and a timeline with milestones. This details software we'll install, customizations we shall make, data to be transferred from any legacy systems being replaced and all details of the project as best possible.

3. Legacy integration and migration
CRM Systems has a great deal of experience tying Sage CRM to legacy applications if required. Of the many benefits to Sage CRM, the open nature allows us to use it with legacy applications already in place. We are also able to migrate data from a legacy system being replaced to the new CRM system. With over 150 implementations to date, we have not encountered a data migration problem we have not been able to overcome

4. Thorough Testing
Testing a system before going live is crucial. Nothing will stop the forward momentum of a project if it arrives DOA on the golive date. We believe the solution should be tested by the end users to find any bugs, inconsistencies in design.

5. Training and Support
Each project comes with detailed guides on how to use the system, and any customizations to the system. We will also train power users in the organization, and offer strong after sales support for projects. When we deliver a CRM project, we stand behind it.