Implementation
CRMatic manages your project carefully to avoid pitfalls that can hinder success. We accurately define scope, obtain buy-in from all organization levels, and adhere to project budget and timelines. We develop custom tailored solutions by:
- Working with internal teams to define requirements and develop systems strategy
- Providing analysis and effective diagnosis of client issues
- Evaluating and selecting software to accomplish business goals
- Bridging the gap between business needs and technology solutions.
Business Process Review
Thoughtful planning is critical to the success of your CRM project. Our CRMatic project management professionals will guide you through the start of your CRM implementation to ensure that your CRM system will be properly configured to meet the business objectives of your company.
We recommend an initial onsite meeting with your organization to assess the needs of your business. A designated project manager will take the information gathered at this Business Process Review meeting and prepare your Project Plan. The Project Plan details how your CRM application will look and function per your requirements and provides a timeline for system design, implementation, data migration, and training.
System Design and Implementation
CRMatic consultants are highly skilled in the implementation and development of Sage Software CRM solutions including: screen design, coding, process automation, and database administration. With the Project Plan as their road map, our consultants bridge the gap between business needs and technology solutions. Additionally, CRMatic can provide integration between CRM and your existing business systems. We can tie into your back-office systems, publish and capture information on your website, or build custom applications to fit your exact business needs.
Data Migration
CRMatic will assist with data conversion of legacy systems including small business CRM solutions such as Microsoft Access databases, Act! by Sage, and Microsoft Outlook. During the Business Process Review, we will determine the preferred method for transferring data to your new CRM system. For more complex data conversions or integrations, CRMatic will work with your team in recommending an add-on solution that works effectively.
User Training
To help you get the most benefit from your new CRM solution, CRMatic provides a variety of convenient, affordable training options. Classroom or web training is designed to quickly bring end-users up to speed on the basic skills that will enable them to perform tasks such as entering records, performing lookups, mail merge, scheduling an automated process, and viewing the shared library. We can also design custom course materials for the specific needs of your business and offer on-site training. Training is critical to the success of the project and we will provide the necessary tools to ensure your staff is productive and efficient within the system.
