Discovery
Discovery & Audit – We run a series of surveys, stakeholder interviews & workshops to truly understand your business and how your CRM investment will help support & accelerate your broader business goals
Design
Business & technical requirement scoping – We work closely with all team users to intrinsically understand your operational needs and translate them into the technical requirements, alongside providing our best practice recommendations.
Deploy
Project management, implementation & integration – We adopt an agile project management style in our implementation ensuring we are in contact with key end users throughout the development adapting to new requirements as needed.
Testing & Optimisation
We provide a robust testing environment to QA your MS Dynamics instance to help ensure complete assurance and identify features which could be optimised before delivery.
Ongoing Support
We offer ongoing business hours support of your CRM.
The value we deliver
Insight: Delivering rich business insights to support informed decision-making, with visibility into lead generation, coverage, and conversion.
Performance: Driving sales and marketing performance through sales enablement, automation, and alignment.
Efficiency: Enhancing operational efficiency by integrating core business platforms and automating data process flows.
Risk: Mitigating risk with GDPR compliance support and reducing the risk of data leakage.
How we do it
Deep Discovery: We thoroughly understand your business for project success.
Pragmatic Solutions: Our hands-on approach ensures efficient delivery.
Speed & Agility: We're responsive and adapt to your needs.
Get in touch
Ready to transform your business with expert CRM solutions? Get in touch with our team today!