Consultancy and Implementation Projects
Our CRM consulting and implementation practices help organisations implement and optimise SuiteCRM to enhance customer interactions, streamline processes, increase customer loyalty and drive growth.
We work to understand your organisation’s objectives, challenges, and goals, providing bespoke SuiteCRM solutions that align with your specific needs.
SuiteCRM 5D Engagement Process
Discovery
A strategic, well-planned approach to CRM implementation is essential for realising the full benefits of CRM software. The first step in CRM implementation is understanding the core business goals: What problem(s) is CRM expected to solve? What are the financial, technical and timescale expectations and constraints? What results are expected post-implementation? How will success be measured?
Definition
To get real value out of SuiteCRM, organisations need more than just the product – they need a clear roadmap.
The project Definition phase is the process of defining, describing and writing clear documentation on what should be done during project development, how it will be done, and for what purpose. It is a vital component of any successful CRM implementation.
The deliverable, from Definition, is a Requirements Specification Document (RSD) that defines objectives and scope, describes functional and non-functional requirements, specifies technical details, establishes acceptance criteria and provides a fixed price implementation cost and a project delivery plan.
Development
We’re an Agile software development company. Agile is a methodology that breaks up projects into smaller parts and allows teams to get customer feedback and make iterative product changes on the fly. It puts the customer at the centre of the development process and delivers in incremental, iterative phases. Benefits include increased client input and feedback, clearer visibility of delivered solutions, faster fixes and solutions, more cross-functional collaboration, greater focus on relationships and better risk management.
Deployment
Go-Live. Final testing, user training, data migration and more final testing. This is not a binary technical event. It involves change, software and people. It often needs collaboration with multiple third parties. It always needs a contingency plan.
We provide the strategy, planning and process to execute a successful go-live.
Drive
Support is a key component of CRM success. Users, administrators and project sponsors all need a clear understanding of what assistance is available to them and how they access it for problem resolution and change requests.
We have a comprehensive portfolio of support services that are designed to engage according to the needs of our clients. Our customers appreciate our commitment to supporting them. We have clearly delineated KPIs for all support requests and meet those goals more than 99.4 % of the time.
It’s never finished
Always bear in mind that implementing a CRM solution is not a one-off activity. Your system will need to change in the future to adapt to new business requirements. Making sure you select a solution that is easy to modify after the initial implementation is essential – that’s one of the key benefits of open-source SuiteCRM.
