Salesforce CRM implementation process

We take the world’s best thinking, your strategy and technological know-how, then combine it with really smart people to create an intuitive CRM experience.

Design

  • System design workshop
  • Documented technical scope
  • Refinements and approval

Build

  • Customise and build your system
  • App and API development
  • Communication copywriting

Test

  • Rigorous internal testing
  • Train your project team
  • User acceptance testing

Migrate        

  • Import your data into your CRM
  • Set up your users

Adopt           

  • Train the trainer
  • Team training
  • Tailor made video tutorials

Optimise     

  • Post-launch system optimisations
  • Strategy refresh and business insight session

An Integrated System

One flexible system, that connects people, information and actions with impact

Find out how we can help you. Get in touch for a free consultation.

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