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…

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