CRM Implementation

Every CRM is different

That is why we will gear our tried and proven methods of system introduction specifically to your individual needs to ensure the smooth and timely introduction of your CRM system.

Our method of system introduction is a phased solution spanning the entire introductory period from project readying ahead of the system launch all the way to the final rollout. Every step is accompanied by project-management and change-management processes, with one of our experienced project managers providing any needed assistance and making himself personally available to you, at the latest, for the kickoff meeting. We have successfully employed our methods in many of our projects. We advocate a partnership-based approach that ensures PisaSales system know-how is transferred to your staff during the introductory phase, putting you in a position to then independently manage and configure your CRM suite on a day-to-day basis.

The actual system launch will ideally coincide with an essential workshop phase that will set the specific requirements of your organization against the PisaSales standard and allow us to define any needed basic adaptations or more extensive customizing and then schedule the implementation of those measures in accordance with the project timeline. Our “rapid prototyping” approach will not necessarily require every single detail to be specifically defined upfront. This prevents the workshops from becoming too protracted and involving the lengthy discussion of proposals and counterproposals. Instead, specific keynote topics can later be discussed as required in separate workshops. The initial workshops should, however, include participation by eventual key users so as to effectively avoid any acceptance issues ensuing at a later date.

Training measures will be held during the introductory phase for both administrators and key users. The participants in these measures will then be able to take on minor customizing tasks (if so desired) and to gradually expand on their system know-how so that they will be capable of independently performing administrative system duties. If so desired and required, it will be advisable to initiate the migration of standing data stores ahead of live pilot operation and final testing.

Further steps will see other users or user groups successively introduced to the system, with training provided to prepare them for operation of the system. Where applicable, there will then be a rollout to additional locations (such as sales offices, subsidiaries, etc.). The rollout will ideally involve focused participation by the CRM project team in collecting user feedback. Once the system is up and running, we advise that you accumulate some months of practical experience with it before holding an optimization session (to discuss the implementation of additional functions, for example).