A step-by-step process to end CRM overwhelm
Together we will design, develop and deliver a CRM system that is aligned with how you do business. We have created the Ultimate CRM Guide which we follow with all of our clients.
Not sure which CRM to choose for your business? Take our Quiz and find out. |
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Not sure which CRM to choose for your business? Take our Quiz and find out.
Design |  Identify Goals. We review and document the activities that we need to track in the CRM. 1 |  Define Requirements. That's when we get clear on what you need. 2 |  Create Plan. We map your sales process, contact segmentation and system integrations. 3 | ||
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Develop |  Configure CRM. We customize your CRM with user profiles, sales process and other customizations. 4 |  Validate Customizations. We review the configuration with your team and test it. 5 |  Import Data. This is when the system starts to come together for you and your team. 6 | ||
Deliver |  Analyze Information. We review the system and identify adjustments after the data has been imported. 7 |  Build Dashboards. We create reports that will feed your dashboards. 8 |  Empower teams. Now your team will contribute creative ways they are using the system. 9 |
Design
Identify Goals. We review and document the activities that we need to track in the CRM.
1
Define Requirements. That's when we get clear on what you need.
2
Create Plan. We map your sales process, contact segmentation and system integrations.
3
Develop
Configure CRM. We customize your CRM with user profiles, sales process and other customizations.
4
Validate Customizations. We review the configuration with your team and test it.
5
Import Data. This is when the system starts to come together for you and your team.
6
Deliver
Analyze Information. We review the system and identify adjustments after the data has been imported.
7
Build Dashboards. We create reports that will feed your dashboards.
8
Empower teams. Now your team will contribute creative ways they are using the system.
9
You need CRM consultancy if...
If so, you need CRM Consultant. After we work together, you’ll be able to track your sales process and your business growth.
Taught us some tips and tricks in Salesforce
Project Self-Sufficiency contracted with CRM Growth Strategy, as a Salesforce consultant, for a Lightening migration project for our nonprofit database. Lidi is very knowledgeable in her role and I worked with her on planning and preparation. During that time she asked thoughtful questions, took detailed notes and shared with me, and held two training sessions with our team, once the migration occurred. She taught us some tips and tricks in Salesforce and created videos that we can reuse for training and process documentation. I appreciate Lidi's expertise and wonderful energy! Thank you for your work with our nonprofit!
Audrey McElwain
Project Self-Sufficiency
Imagine if you could...
Commonly asked questions
It depends on the size of the business and the goals of the organization. If the goal of the project is focused on the sales pipeline, we can work on it over a 3 month period. If you want to incorporate other areas of the organization and other business processes beyond sales, then it will most likely take more time to implement the system.
We are a good fit to work together if you know that you need a CRM and your time is more valuable moving your business forward than figuring out the technical details of how to configure the CRM for your organization. I take an educational approach in my process, helping you and your team to learn the system during our work together.