Implementation

Implementation

Our implementation of the functions planned together with you in your system is modular. You have the choice between

  • Quickstart – Features very close to standard or
  • Customized Project.

Project management is based on an agile project method, which means that projects and processes are managed and controlled very dynamically and flexibly. The sprints (work processes in a certain period of time) correspond to our content modules:

  • Basic implementation with master data
  • Activity management
  • Sales Planning
  • Offer and order management
  • Opportunity management
  • Building project management
  • Complaints management
  • Service and maintenance
  • Event and campaign management
  • Newsletter integration
  • Marketing Automation
  • Customer and partner portal
  • Analytics

We would be happy to inform you about the possibilities of implementation in a personal meeting.

Professional advice before and during the entire project is of great importance for the successful introduction of a CRM system. Best practices from the industry and your expectations of the CRM play a particular role.

As a competent Salesforce consulting specialist, we offer you comprehensive support throughout the entire process, so that your CRM system is introduced professionally right from the start and offers your company the added value that you expect as quickly as possible.

Planing

Step 1

Analysis

Step 2

Design

Step 3

Build

Step 4

Validation

Step 5

Preperation

Step 6

The following 6 rules must be observed for the successful course of the project.

1. View CRM as a strategic topic and not as another IT tool

Customer acquisition and retention with the help of digitization are topics for the marketing and sales departments and require their attention. Therefore, in addition to coordinating the technical requirements with your IT colleagues, we also focus on the requirements from the areas of marketing and sales.

A clear task and responsibility structure with short decision-making processes contributes significantly to the success of a CRM project.

Processes and orders that were previously unknown or not taken into account are treated separately and put on hold for the time being.

A regular 360° flow of information among all those involved helps to increase acceptance and a continuously positive development is achieved with the help of 14-day sprints, in which results can be regularly validated – this way, possible challenges can be counteracted at an early stage.

The uniform mapping of documents, task descriptions and test results, including the acceptance process, on a common platform creates relaxed cooperation between all project participants, since access to information is guaranteed at all times.

Who doesn’t know the SMART formula? It is not without reason that this type of goal formulation is so popular. Specific, measurable, acceptable, realistic and timely formulated goals within the project and the overall project contribute to its success.
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