Solutions Metrix
Your CRM Solutions Leader
YOU'RE A CRM PRO.
What's a roadmap without drivers?
The release plan we will create together is only as good as your team applies it, but change can be challenging for anyone… no matter how scenic the road ahead!
Our entire 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, we don’t let this happen.
Your team will come to appreciate and utilize their CRM as the powerful tool it is. While en-route to a better way of working, with proper training and the right user adoption techniques, we guarantee that they’ll feel motivated, supported, and engaged!
What you can expect
ROADMAP RELEASE PLAN EXECUTION
USER ADOPTION & TRAINING
SYSTEMS INTEGRATION
CRM ROADMAP RELEASE PLAN EXECUTION
It’s time to put that roadmap to good use!
With USER ADOPTION at the core of our entire execution approach, your team will be ready (and willing!) to use your new CRM in no time due to these key points:
- AGILE: We work within an agile framework. This just means we’ll divide the work into multiple sprints that typically last 1 to 4 weeks, instead of releasing all results at once. Advantages include:
- ENSURED GOVERNANCE: Project issues are resolved early and efficiently. We deliver on-time and on budget. Guaranteed.
- INCREMENTAL CHANGE: We make sure your appetite for change is aligned with your capacity to absorb it. (How does “just the right amount” sound?)
- QUICK VALUE: See the ROI of your CRM initiative fast and frequently. Your team will be optimizing their workflow within weeks.
- SYSTEM PERSONALIZATION: Have it your way, every work day.
- PROCESS AUTOMATION: Achieve operational efficiencies and focus on high-value tasks instead of time-taking tediousness!
Throughout your Implementation journey, count on our specialists to provide CRM BEST PRACTICES, and clear and consistent COMMUNICATION.
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.
Be on your way to sustainable growth and operational efficiency as a team.
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.
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.
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
FREE CONSULTATION
Let us offer you a better CRM journey
Solutions Metrix can help to drive technological innovation design for your business growth. Leave your contacts below and we’ll get back to you within 24 hours.
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