Successfully Implementing Microsoft CRM

  • Step 1 Tell us the business results you want from your CRM solution.
  • Step 2 Tell us your current status (systems in place, staff readiness and process maturity).
  • Step 3 ConsultCRM will guide you along an appropriate implementation path.


Business Results

Consider (and prioritise) the outcomes you need from a new CRM system:

  • Better account management with more revenue from existing clients
  • More new business revenue with clearer forecasting and sales team measurement
  • Improved contact management, stakeholder management and client insight
  • Reduced errors, slippage or wastage through inefficient processes
  • Better marketing efficiency and lead management
  • Stronger client retention, service level management and contract renewals
  • Tighter control and reporting to help your decision-making


Your Current Status

  • Some clients just want the out-of-the-box features because they recognise that they need to establish some level of consistency and rigour in their customer and prospect management.
  • Other clients have a reasonably mature business process but acknowledge that a CRM system will enhance this to provide more efficiency, client insight and productivity.
  • Some clients have much more complex needs, sometimes in multiple countries, with multiple integration points, and are looking for a project that may span a number of phases.


Implementation Paths

When we understand your current status and goals, ConsultCRM will guide you along the right implementation path to suit your needs:

  • Fast-Track Set-Up - an implementation with the out-of the box features only.
  • Standard Implementation Service - taking the standard features with acknowledged best practice configurations and matching these to your required business result.
  • Tailored Consulting Service - a tailored CRM project spanning analysis / design / configuration /data migration / system integration / training and support.