Believe us, we can talk CRM for days, but that discussion won’t mean a thing if your vision isn’t at the heart of it.
Over 15 years of conducting 500 CRM implementations across an array of industries and executing hundreds of digital transformation plans has taught us (at least) one thing: Each business is unique… Yours is no exception.
Your organizational structure, processes, and plans didn’t come out of a box, so why should your customer relationship management solution? (It shouldn’t!)
Our Inception phase is a deep dive into your CRM project goals and business overall. It also ensures a successful kickoff by respecting budgets and timelines. After leaning on the expertise of our consultants for your personalized strategy, platform selection, and roadmap building, you’ll leave this step with clear direction, exuding CRM confidence.
It can be frustrating to deal with a tunnel-vision approach to your business. You’ve probably faced this scenario before: You’re handed off to someone in IT, who may be fully competent at executing their mandate, but misses the forest for the trees when it comes to your big picture. (Sorry, we didn’t mean to bring up a headache from your past).
While we love our IT guys and gals, during your Inception with us, you’ll deal predominantly with our Business Consultants. They’ll grasp your vision and ensure it informs all of our personalized CRM recommendations for your project (while involving IT when needed!).
You’ll share your pain points, wish lists, and future goals. We’ll expose you to CRM best practices and pinpoint opportunities. We raise the bar by ensuring the solutions don’t stop at resolving your current issues, but facilitate opportunities for growth, customer engagement, and seamless internal processes.
Insight into the latest & greatest CRM best practices.
We see your big picture.
We speak your language.
No tech jargon. We promise.
With over tens of thousands of CRM platforms available, selecting one for your organizational needs can feel daunting. Good thing we’ve mastered a number of the best, so you don’t have to.
Rely on the expertise of our CRM specialists & consultants for your most crucial step before Implementation.
Also, we’re PLATFORM-AGNOSTIC, so we’re not tied to a specific system… We’re only tied to selecting the right one for you!
Comparisons done by pros.
Decision-making made easy.
Surprises are for birthday parties, not for CRM implementation plans.
That’s why a comprehensive roadmap, or project release plan, is built for you to review and validate. This will have everything you need to oversee your CRM project. Following Inception discussion workshops and platform-selection, this personalized plan details your CRM project’s strategy and priorities, and includes resources required for delivering requested capabilities.
The roadmap positions your organization for change and ensures timeline and budget are respected.
(Did we mention that after this, you’re officially ready for Implementation?)
You’ll know exactly what to expect and when to expect it.
Your timeline & budget, respected.
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.