Our CRM Smart Cycle is our guarantee for a successful implementation. Nothing is left to chance! Our thorough roadmap ensures a seamless transition following a step by step procedure.
Step 1: Inception
Align on the overarching goals of CRM
Craft a user adoption plan, based on organization maturity of process, system and culture
Identification of the business capabilities to tackle
Platform selection
Step 2: Customization
Agile approach to implementation with deliverables every 2 weeks
Demonstrations to illustrate the CRM vision
Building a coalition for change
Stage 3: Deployment
Final phase of user adoption
Training
Go-Live
Step 4: Optimization
Take advantage of more CRM functionalities
Benefits of technological improvements
Quarterly Business Review (QBR) to ensure adoption.
LOOKING FOR A TAILORED CRM SOLUTION?
Are you in need of upgrading your current CRM software or migrating to a new one? Look no further than Solutions Metrix. Our team of CRM experts have over a decade of experience in providing platform-agnostic CRM solutions to top banks and financial institutions throughout the United States and Canada.