Consultancy and Implementation Projects
Every business is unique
Your company is unique, optimised to get the maximum out of your market with your team of people. So you need a CRM that can be adjusted to do exactly what you need.
SuiteCRM is the perfect fit. The flexibility, and the powerful workflow module that allows you to automate actions, makes SuiteCRM the best choice for any company or organisation, from small companies, to large and complex multi-national organisations.
We can help you to adjust SuiteCRM to fit your unique business needs. If you need customisation work on your instance of SuiteCRM, please contact us for a quotation.
Thinking about starting your own CRM implementation project? Get your hands on a copy of our checklist today and ensure you get off to a good start!
Our Software Engineering Process
Discovery
Our initial discovery phase is understanding the goals, challenges and high-level requirements of the CRM implementation project. This may form an initial proposal, ITT or purely from discussions with the customer.


Definition
During the definition phase a SalesAgility Business Analyst will spend time with the different stakeholders to understand the requirements in greater detail. This is achieved through Requirements Workshops usually held on-site. Once the workshops have been completed then these requirements are articulated in a Requirements Specification Document and Fixed Price Proposal. The functional requirements will be reviewed, revised and accepted by the customer before development as well as through development.
Development
With our Agile Development process we put you at the centre of the process, so you’ll exactly know what’s being done. Each project has milestones where we will give you a walk through and demonstrations of the work in progress.


Deployment
We will deploy the SuiteCRM instance on the live Environment and migrate your data from existing systems. Our Consultants will train the end users of the system as well as provide power user training to a small subset of users.
Drive
We provide a range of support, assurance and service packages to ensure you are driving value from the CRM system post deployment.
