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CRM onboarding and support

A Structured Path From CRM Demo to Go-Live

A CRM should fit the way your sales team works. We begin by understanding your current lead and follow-up process, then configure the relevant CRM workflow and prepare users for go-live.

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CRM Implementation Journey From Demo to Go-Live
Requirement Discussion Understand your current lead and follow-up process
Discuss
CRM Configuration Prepare the relevant CRM workflow for the sales team
Configure
Data & User Preparation Prepare relevant lead data, users and permissions
Prepare
Training & Go-Live Prepare users and support the team through go-live
Go Live
Implementation approach

A Clear Implementation Journey From Requirement Discussion to Ongoing Support

We work with your team to understand the sales process, configure the CRM, prepare users, migrate relevant lead data and support the team through go-live.

01

Request Demo

Start with a focused CRM demonstration around the sales workflows that matter to your team.

02

Requirement Discussion

Review your current lead, follow-up and sales process before implementation decisions are made.

03

CRM Configuration

Configure the relevant CRM workflow around the agreed implementation scope.

04

Existing Data Import

Prepare and migrate relevant lead data where existing records need to move into the CRM.

05

Users & Permissions

Prepare user access, teams, roles and permissions where supported by the implemented CRM.

06

Training

Prepare users to work with the configured lead, follow-up and sales workflow.

07

Go Live

Move the team into the configured CRM process with implementation support around the launch.

08

Ongoing Support

Continue supporting the CRM after go-live as the team works with the implemented process.

Existing data and user setup

Prepare Relevant Lead Data and Users for the New CRM Workflow

Where existing lead data needs to move into the CRM, relevant records can be prepared for import. User access, roles and permissions can then be set up according to the implemented CRM configuration.

Implementation Preparation
Relevant Lead Data Prepare existing sales lead data that needs to move into the CRM.
CSV Import Preparation Use the supported CSV import process for applicable lead-data migration.
User Setup Prepare the sales users who need access to the implemented CRM process.
Roles & Permissions Configure controlled access where supported by the implemented CRM.
Training, go-live and support

Help the Team Move From Configuration Into Daily CRM Use

Implementation is not only about configuration. Users also need to understand the agreed workflow, begin using the CRM and have support available as the system moves into day-to-day use.

User Training Prepare users to work with the implemented lead, follow-up and sales process.
Go-Live Support Support the transition from preparation into live CRM use.
Ongoing Support Continue supporting the team after launch around the implemented CRM environment.
Discuss your implementation

Start With Your Current Sales Process, Then Plan the CRM Rollout

We can review your lead and follow-up process, data preparation, user setup and implementation requirements as part of a focused CRM demonstration.

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Personalized CRM demonstration

Ready to bring your sales process under control?

See how structured lead management, follow-ups, call tracking, pipeline and reporting can fit your sales process.

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