Consultancy Services and Overview
For over a decade the SalesAgility team have been providing CRM consultancy services, in which time we have successfully, on time and within budget, delivered hundreds of projects of all shapes and sizes. We pride ourselves on our knowledge and understanding of all things associated with CRM software and solutions and are ISO9001 AND ISO27001 accredited and so our Quality Management is of the highest standard.
Should you decide to engage us your dedicated point of contact with us will be a Senior Consultant who is an authority in both business processes and with CRM software. Rest assured that, once your Consultant has been assigned to you and your business, he alone will be your guide and mentor, with you every step of the way, throughout the entire process of SuiteCRM installation and implementation and beyond. We utilise a customer centric agile approach which seeks to deliver bespoke outcomes of interactivity and agility of SuiteCRM for the fast and efficient running of your business.
The SalesAgility team possess all of the necessary advisory, technical, business, change management, communication, management and language skills to deliver a first class service on all of our development projects. To this end, on-going consultation and software development specific to your needs ensures that, for us at SalesAgility, you are always the keystone and Leader of the project which we will all undertake on your behalf. Every business is an individual entity, and a high level of consultation between us and yourselves means that, when inevitable challenges are made known we, at SalesAgility can develop a suitable strategy which will better be a fully integrated SuiteCRM system which is cost effective for your business.
CRM Solutions are Simply Simple
Involves: Workshops> meetings> analysing business processes> developing a Project Plan> defining systems requirements> developing solutions> realistic objectives> define system requirements> map and define roles> tasks and responsibilities> analysing business outcomes> sound.
Consultation creates the skeleton upon which the body of your customised SuiteCRM is built. It is during this process that your needs and requirements can be articulated into an agreed Project Plan which then helps formulate clear and realistic objectives for you. Once the systems requirements are fully defined, solutions mapped and defined, and roles, tasks and responsibilities for the Project are clearly understood by all, the next steps are:-
A sound implementation plan should define what objectives are being met, the business requirements discovered, the business processes which require modelling and their time-scales for delivery. Without a well constructed implementation plan, successful SuiteCRM integration is often not possible.
This involves our experts working with key people within your business so that we can decide upon the configuration of the system you require and thereby design a bespoke SuiteCRM according to the needs and processes of your business.
In order that we can fully customise SuiteCRM to suit your needs there is always a period of alteration of software for the creation of new functionality within the system itself. This ensures that the system we finally delivere is fully attuned to your needs.
Testing is an important part of the pre-deployment process. It is essential that all bugs or issues are identified and resolved prior to launch to ensure a smooth transition into deployment.
All users will require some form of training whether it is delivered on-site, remotely or through training videos. It is important that staff understand the SuiteCRM to ensure they get the most out of the it. Only then will the final analysis of your business outcomes be undertaken
Once the system has undergone extensive testing and all necessary users have undergone their training we will co-ordinate a soft launch – a limited launch within pre-set parameters - prior to the going live date to ensure that all is as it should be in the system and to aid a smooth transition.
Your satisfaction that the project is complete is our satisfaction that we have completed a job well done.
Support infrastructure is a largely undervalued aspect of any CRM system. Support includes not only the post implementation support that has been talked about above, it also includes reactive support post launch, as well as the day-to-day support. Without this critical aspect of ongoing oversight, any CRM system will suffer in terms of longevity and we at SalesAgilty take this very seriously. We have different support structures which we can provide for an annual subscription fee.
Finally, all of the above categories are key ingredients in making any successful CRM project. However, the category which underpins all of these is in something that human beings attempt every day – COMMUNICATION. Clear, precise communication between both parties will help to drive the project forward and the absolutely best CRM solution from SalesAgility is delivered in full, and at a price that you will find extremely competitive.
Contact us or call us on +44 (0) 1786 585 499 for more information.