Our Approach

A successful CRM implementation is 80% about business and business process and only 20% about technology.  We provide our customers solutions to their business problems and technology is a path to the resolution of those problems, never a solution in of itself.  Through our methodology we focus first and foremost on our customers’ business needs.  It is these needs that will drive both the business solution that we deploy and the technology to support that solution.

Our methodology is geared to delivering results quickly.  It recognizes that customers, when implementing a new CRM or migrating from a system that no longer meets their needs, will likely use less then 50% of the application after the first iteration of implementation.  By focusing on those areas of greatest importance, and getting those areas implemented quickly we ensure that the customer begins to derive value and a faster ROI form their Microsoft CRM system.

The chart below illustrates the key steps in our implementation method.  It recognizes that there are two parallel tracks the first to ensure that the underlying technology infrastructure is in place and the other to ensure that the business needs and processes are properly reflected in the implementation.