System messages !

Charting how the business operates now
We begin by recording the way the company functions at present, which reveals where things could be sharpened up. Our specialist observes the everyday work and speaks with the people who take part in each process. Slip up here and it grows difficult down the line to remove the bottlenecks and configure the correct event chains within the CRM.

We describe in full the makeup of the company, its offerings, the sources of customer revenue and the practices used to serve those customers. Alongside that, we note the reporting instruments that gauge how each employee and the business as a whole are doing. What results is a transparent view of how the company operates and what lends itself to improvement or automation, supported by a prepared catalogue of processes for rapid review.

Writing up the technical specification
Once a complete account of your processes is on the table, the weak points come into focus. It becomes clear where paperwork stalls in sign-off, which handoffs between teams need firming up, how results are assessed and which ways of dealing with customers are falling flat. The project documentation goes on to record every demand placed on the system, the entire range of functions it has to deliver and the additional tools that must be linked to it.

There is real value in not stuffing the system with functions no one will use, because that just complicates the everyday routine. By the close of this stage each party understands precisely what the business wants from the CRM and from the team building it.

Developing against the specification
At this point we draw up the technical map that builds your processes into the system and transfer each revised interaction chain into it. Every customer touchpoint becomes automated, from a query filed on the website right through to contract renewals, invoicing, reporting and beyond. Checklists cover each phase of the sales funnel, and fresh phases or whole funnels can be introduced. When it is done right, a query submitted, say, on an online shop's site is recorded on its own, routed to the appropriate manager, converted into a deal and carried through the five phases of the classic sales funnel.

Wiring in extra services
We link the CRM to telephony, email platforms, your firm's web properties and whatever other software is involved. Our engineers configure each manager's workspace (their CRM account) to match the agreed settings and access tier. Interaction chains are brought in, sales funnels put together, automation scenarios and reports built, rights granted, the interface adjusted, and your customer and deal records loaded into the system.

By the time this stage wraps up, the system is entirely ready for use, each manager has a fully equipped working environment, and every interaction chain is set.

Onboarding the team and launching
Throughout training, the crucial thing is to convey to the team why the CRM counts, both for the company and for their own day. Staff complete a brief course and then start working in the system for real, keying in data and dealing with requests. In the beginning, management ought to watch closely to confirm that managers follow the workflow and log everything they are meant to. This stage ends in a launch that is fully up and running.