 |
A no-cost
Discovery
session with the prospective client to determine if we have
an affordable solution and if the organization has
the desire and capacity to successfully implement a CRM
solution. |
|
Negotiations
with the client to produce the scope of work and related
compensation agreement. |
|
A detailed
Needs Analysis
is completed to determine the "framework" of the solution. |
|
A
Customized Solution
with partial or sample data is presented to the client and
changes are made where necessary. |
|
The users receive
Initial Training
on the system. |
|
An overnight or
over-the-weekend Data
Migration takes place. |
|
The consultant remains
engaged during a User
Adoption phase. |
|
Phase 2 (follow-up)
Enhancements
are documented and budgeted if desired. |
In addition to using
Value Stream concepts to minimize waste in our own business
processes, we apply these same cost saving principles to our
clients' CRM implementations. If it doesn't add value,
we don't do it.
