Elevate Member and Employee Experience

CRM IMPLEMENTATION & SYSTEMS INTEGRATION

YOU'RE A CRM PRO.
(YOU JUST DON'T KNOW IT YET!)

What's a roadmap without drivers?

That release plan we created together is only as good as your team applies it, but change can be challenging for anyone… no matter how scenic the road ahead!  

It will take the right CRM implementation consultant to ensure your team is not only ready, but eager to utilize their new tool effectively. 

Our entire CRM Implementation & Integration phase is centered around User Adoption. The goal is for your new CRM to actually be used! 

Change management is often overlooked in the deployment process when, in reality, it increases the ROI of your CRM. During this step, we make sure you see that return. 

Many businesses invest in new systems only for employees to revert to old ways of working. The culprit? A bad implementation. When a CRM system is solely used as a database to host information, its full potential is not realized. (Not even close!) 

Plain & simple, our proven change management strategies don’t let this happen. Your team will come to appreciate and utilize their CRM as the incredible tool it is. While on the way to a better way of working, with proper training and the right CRM adoption techniques, we guarantee that they’ll feel motivated, supported, and engaged!  

CRM ROADMAP RELEASE PLAN EXECUTION

It’s time to put that roadmap to good use!

With USER ADOPTION at the core of our entire CRM implementation approach, your team will be ready (and willing!) to use your new system in no time due to these key points:

Throughout your Implementation journey, count on our specialists and your dedicated CRM implementation consultant to provide CRM BEST PRACTICES, and clear and consistent COMMUNICATION for effective and lasting CRM adoption. 

WHAT'S GREAT ABOUT THIS FOR YOU?

Crawl-Walk-Run approach.
Transparent communication.
No guesswork. No stress.
We deliver on-time and on budget.

You can have the best CRM platform on the market, but your ROI will suffer if no one uses it. We know we’re repeating ourselves, but user
adoption is just that important.

Rest easy as we work our magic to bring your team to CRM SELF-SUFFICIENCY using a stack of healthy change management strategies that facilitate onboarding and render engaged, motivated, confident, and thus, productive employees.

Although not actually ‘magic’ at all, the results for your team will be magical.

A SENSE OF OWNERSHIP is created for users as being involved in a CRM project from the onset makes a world of a difference. Because your staff takes part in the decision-making and personalization process during development, they’ll be committed to obtaining payoff results.

Moreover, while immersed in CRM, with the comfort of ongoing support, they come to APPRECIATE its capabilities.

The essential BUY-IN OF CHANGE will occur early-on, and even those most resistant-to-change will feel empowered.

Our TAILORED TRAINING is available for any of your team’s CRM learning needs, so less time is spent figuring out how to use your system, and more time mastering it.

With the right CRM adoption plan, be on your way to sustainable growth and operational efficiency as a team. Count on us to be your CRM implementation consultant and get you there.

USER ADOPTION & TRAINING

WHAT'S GREAT ABOUT THIS FOR YOU?

Team engagement.
Team productivity.
More time spent mastering CRM, not frustrated with it.

SYSTEMS INTEGRATION

Don’t let our business acumen fool you into thinking we’re not ready for the techy part of CRM tech. 

If our business consultants shined during the Inception phase, our technical folks take the spotlight in ensuring your CRM integrations are seamless for your CRM implementation. 

We understand that in order to deliver extraordinary customer experience, you need to gather info from multiple systems. We’re familiar with all the integration approaches. From API, ETL, ESB, Middleware, etc., we integrate anything from the latest and greatest cloud systems to older systems like AS\400.  

Your committed CRM implementation consultant is ready to tackle it all.  

We've completed over 400 projects. Click here to view our clients.

WHAT'S GREAT ABOUT THIS FOR YOU?

Secure & compliant system architecture.
A single point of truth.
AI & machine-learning ready.

Why put your CRM needs in our trust

We're business consultants first

We've been CRM experts for over 15 years

We've led over 400 CRM projects

User adoption guarantee

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Let us offer you a better CRM Solution

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