You thought you had the right tool, the right plan, and had it all figured out, but something happened along the way.  It is time to reassess and reinvigorate your tired ineffective solution.  What can you do now? You are not alone, and we have seen this many times before.  Most CRM implementations are less than optimal for many reasons. Our team will work with you to understand your business, your pain points, and your current setup.

We will work with your team to help you get the most out of the standard tools you’ve paid for, implement automations, ensure data quality, and customize your solution to fit your growing business. Together we will put together a practical plan to help you move to a best practice approach that maximizes your investment. We still believe that you have invested in the right tool to help you reach your objectives, but we know you have a way to go before you realize the value of that investment.

You have data that is in shambles; how can it be fixed?  Your data needs to be of the highest quality, but it is not and even worse it is costing you time, money, causing frustration and leading you to inaccurate decisions.  What can be done?  The better your data is the better your business runs.  This is true if you are new to a solution or have a solution in need of help.

We will partner with you to:

• Analyze the current state of your data and determine, quantity, quality, and manageability. 
• Determine what cleanup efforts are needed to shore-up your business’s data, and make sure it is where you need it to be.
• Create a plan to standardize, ensure quality, and implement rules that safeguard integrity, so you don’t get into trouble again.

You are now back on the right track, what’s next?  You have been waiting to get more out of your system for some time now, and now you are at a point where this is finally possible.  We all know that as businesses grow their solutions need to grow with them.

We will partner with you to: 

• Enhance solution functionality and customize it to fit your organization’s various needs.
• Create ease-of-use tools and develop specialized functionality that cuts down on non-value-added inputs and other time-wasting manual activities.
• Implement 3rd party and other internal applications that allow you to expand functionality and streamline processes.

You have the solution, you have the data, and now it is time to make that data speak; how can that be done?  At the end of the day, a good solution will help you to create quality metrics which supply you with information that allows you to manage your business better.

We will partner with you to:

• Implement quality controls and processes that ensure data richness and integrity.
• Determine how best to get to the metrics you most desire.
• Use base application, and 3rd party analytic tools to help you “see and hear” what your business is telling you.

You have a solution, but it is not a solution you can work with; now what?  The first step in your journey is to determine where you are at now and see what happened.  We will assess the distance between where you would like to be vs. where you really are and determine a plan on how best to bridge that gap.

We will partner with you to:

• Interview stakeholders and power-users to understand your business like you do, determine needs, issues, and how your current solution meets or fails to meet those needs.
• Document current business processes, applications, and workflows.
• Create a written plan for your renewed CRM journey complete with short, mid, and long-term goals.
• Develop realistic expectations, set high-quality goals that have a positive impact on your business, and create transparent lines of communication.  

You have data that is in shambles; how can it be fixed?  Your data needs to be of the highest quality, but it is not and even worse it is costing you time, money, causing frustration and leading you to inaccurate decisions.  What can be done?  The better your data is the better your business runs.  This is true if you are new to a solution or have a solution in need of help.

We will partner with you to:

• Analyze the current state of your data and determine, quantity, quality, and manageability. 
• Determine what cleanup efforts are needed to shore-up your business’s data, and make sure it is where you need it to be.
• Create a plan to standardize, ensure quality, and implement rules that safeguard integrity, so you don’t get into trouble again.

We are getting there; how do we stay on track?  CRM implementation failure rates are high, as many as 6 in 10 fail for one reason or another.  You were in that group of 6 before getting back on the right path.  You will now have to prove to your users and stakeholders that you are now one of the successes and encourage adoption where resistance could be high due to memories of the lackluster performance of your previous solution.

We will partner with you to:

• Create documentation and design training programs that help your users get the most out of the tools you have invested your money and sweat into.
• Work with you on change management programs that work.
• Provide ongoing support.

Congratulations, you have been able to do what many others have not.  We know that implementing a base solution successfully is not the end of the story.  That story continues as your business grows and evolves, and your implementation needs to grow and evolve to support your people and your success.  Our team can help you implement applications that allow you to expand capabilities such as billing, contracting, metrics analysis, and more.

You have a solid solution in place that works well within your current business activities, but now you need to add more functionality that allows you to get to that next level and to where your successful business is going.  What are the steps that need to be undertaken to get you to that next level?

Your customizations are live, now what? You can relax knowing that we have done the proper diligence before implementation, and hence you are in a good spot to build more. All good businesses grow and change and so will their solutions; it is a journey after all, and so there will always be a need to enhance a successful solution.

We will partner with you to:

• Add more functionality to your current customizations, or help you get more out of your customizable apps.
• Implement specialized functionality that cuts down on non-value-added inputs and other time-wasting manual activities.

• Document all changes and additions to functionality so that there is never a knowledge black hole.
• Integrate your community, website, or other backend databases with your solution.  Our team has experience with a wide range of technologies such as C#, Java, JavaScript, JSON, Python, Ruby on Rails, along with others.

You have good data and a plan of action; now what? A good plan is just a plan and good data is just data.  You need to make sure your customizations, data, and plan of action are what you think they are and all work together.

We will partner with you to:

• Ensure the new setup is the right one; based on best practices, how your business works, and what you are trying to accomplish.  We will make sure the solution will scale as your business grows.
• Safely demonstrate usability based on everyday work use-cases, ongoing end-user interaction and acceptance, and via rigorous testing in a sandbox environment so that there is no disruption to your daily activities.
• Create a concise and manageable implementation roadmap.

Does your new custom functionality or app add to how you view your business? Is there new information that you need to see to run your business better? If so, how can you best get to that information?

We will partner with you to:

• Implement dashboard analytics and reports that help you visualize important KPIs.
• Create views that allow your users to be proactive and not reactive to information.
• Suggest new ways of using your data.

You have a great base solution, and it is working well now, but your users are looking for something a little more. The first step in your journey is to ask the right questions; what functionality is needed to get you to that next level? Should you build custom functionality on the platform itself or purchase an app? What do you really need vs. what nice to have? How will these additions affect what you have now? We will help you answer these questions so that you can make the right decisions.

We will partner with you to:

• Interview stakeholders and power-users to understand your business as you do, determine what functionality is missing and \ or needs to be expanded, and come up with options.
• Document current business processes, applications, and workflows and let you know how your additions may affect them.
• Create an implementation plan that allows you to get the additional functionality you are looking for without creating major disruptions in your current solution and ongoing operations.

Is your data as good as you think? Will it work well with your customizations and or new applications? All solutions run on data, but good solutions run on good data. Adding new functionality can add new sources of user input and new data into your system. You need to make sure your data stays top-notch because good information is money.

We will partner with you to:

• Analyze the current state of your data and determine quantity, quality, and manageability.
• Determine what cleanup efforts are needed to implement any new functionality.
• Create a plan to clean, standardize, ensure quality, and implement rules that safeguard integrity so that you make the most of your investment in your new functionality.