Process CRM

• Full Sure Step process
• “Diagnostic Meeting” to agree the high level requirements.
• “Analysis workshop”  Drilling down on fields and the granular detail of the site.
• “Design phase” If any additional functionality is required.
• “Development phase” What CRM needs to do that it can’t do out of the box if anything
• “Deployment phase”  Deploying the new site and ensuring that staff are trained in the new system
• “Operation phase” Go live
• This plan includes data upload, integration and any other requirements.
• Support following go live
• Read more here…