Delivery

understand more people
engage more customers

Delivery

understand more people
engage more customers

We discover■  We prototype■  We deliver

CRM personalised to exactly how you need it.

We take time to understand your business and your goals.  Then we implement quickly and effectively.  Your CRM-UK Project Manager will provide a clear project timeline and ensure the project timeline is committed to.

1

week to deploy

Aggregate Case Study

Business Analysis

We think Business Analysis is key to making your CRM project a success.  We find engaging with your staff and scoping out each departments requirements in detail will result in a far quicker ROI and better user buy in.  The  Business Analysis phase forms the foundation of a successful CRM implementation.

Discovery – our delivery engineers will map your processes and define your project goals.  We do this so that we can configure theCRM to be as easy to use as possible and make sure your exact requirements are met.  We also gather the detailed data migration, reporting and integration requirements so we can create your onboarding plan.

Prototype approval we set up a prototype system and get you to sign off and approve how your instance of theCRM is set up. This way you can be assured theCRM will meet your exact requirements and project goals and be as easy to use as possible.

CRM-UK perform business analysis before every project, whether you are a 3 user company or a 3000 user company.  Whatever size your business is, we will be here to help you digitally transform to deliver more.

Configuration 

Our CRM Solutions are infinitely configurable so they can be tailored exactly to the requirements of your business.  At the discovery stage we will scope your project in detail in order to make sure all configuration changes are accounted for.

  • Fields that are not required can be removed
  • Fields to be kept are moved to your preferred location
  • Drop down options that fit your business requirements are added
  • Any additional fields you need are added
  • Workflow and automated processes agreed during Business Analysis are added
  • Any reports or dashboards agreed during Business Analysis are created
  • Document templates are created and saved in the appropriate place

Over time things will need to change, new processes will need to be added to your CRM Solution and old ones removed. These changes can be done by ourselves or your local administrator.

Report Building

Provide your management teams with more insight with interactive, real time reports.  theCRM provides visually engaging reports that translate your data into dynamic and interactive information that can be shared across the business.  Data within the system such as company, contact and product pricing are retrieved automatically in real-time from the system to produce the very useful and engaging reports.  Learn more about theCRM‘s  Business Intelligence capability .

3

man weeks saved reporting  per month

Capita Case Study

Integration

theCRM can be simply integrated with pretty much anything. From the main business applications through to niche products and custom set-ups.  Find out more about CRM Integration.

Training

We believe User adoption is the key to getting the most out of your CRM.  At CRM-UK we ensure all users are fully trained and engaged with your new CRM System.  We provide complete bespoke training on your personalised CRM set up.

Our training forms an important part of our drive to ensure your CRM Project is successful and return on investment is quick.

  • People can be trained in a class room environment with access to your configured system or trained remotely online.
  • Additional training for the Administration Console can be offered to super users or personalised to each business functions needs.
  • Training is flexible and arranged around your availability in order to minimise impact on the business

With CRM-UK you can be assured that your CRM users will be up and running quickly.  We will also build your team’s enthusiasm to start using your new CRM System.

We discover
We prototype
We deliver

CRM personalised to exactly how you need it.

We take time to understand your business and your goals.  Then we implement quickly and effectively.  Your CRM-UK Project Manager will provide a clear project timeline and ensure the project timeline is committed to.

1

week to deploy

Aggregate Case Study

Business Analysis

We think Business Analysis is key to making your CRM project a success.  We find engaging with your staff and scoping out each departments requirements in detail will result in a far quicker ROI and better user buy in.  The  Business Analysis phase forms the foundation of a successful CRM implementation.

Discovery – our delivery engineers will map your processes and define your project goals.  We do this so that we can configure theCRM to be as easy to use as possible and make sure your exact requirements are met.   We also gather the detailed data migration, reporting and integration requirements so we can create your onboarding plan.

Prototype approval we set up a prototype system and get you to sign off and approve how your instance of theCRM is set up.  This way you can be assured theCRM will meet your exact requirements and project goals and be as easy to use as possible.

CRM-UK perform business analysis before every project, whether you are a 3 user company or a 3000 user company.  Whatever size your business is, we will be hear to help you digitally transform to deliver more.

Configuration 

Our CRM Solutions are infinitely configurable so they can be tailored exactly to the requirements of your business.  At the discovery stage we will scope your project in detail in order to make sure all configuration changes are accounted for.

  • Fields that are not required can be removed
  • Fields to be kept are moved to your preferred location
  • Drop Down options that fit your business requirements are added
  • Any additional fields you need are added
  • Workflow and Automated processes agreed during Business Analysis are added
  • Any reports or dashboards agreed during Business Analysis are created
  • Document Templates are created and saved in the appropriate place

Over time things will need to change, new processes will need to be added to your CRM Solution and old ones removed.  These changes can be done by ourselves or your local administrator.

Report Building

Provide your management teams with more insight with interactive, real time reports.   theCRM provides visually engaging reports that translate your data into dynamic and interactive information that can be shared across the business.  Data within the system such as company, contact and product pricing are retrieved automatically in real-time from the system to produce the very useful and engaging reports.  Learn more about theCRM‘s  Business Intelligence capability .

3

man weeks saved reporting  per month

Capita Case Study

Integration

theCRM can be simply integrated with pretty much anything.  From the main business applications through to niche products and custom set-ups. Find out more about CRM Integration.

Training

We believe User adoption is the key to getting the most out of your CRM. At CRM-UK we ensure all users are fully trained and engaged with your new CRM System.  We provide complete bespoke training on your personalised CRM set up..

Our training forms an important part of our drive to ensure your CRM Project is successful and return on investment is quick.

  • People can be trained in a class room environment with access to your configured system or trained remotely online.
  • Additional training for the Administration Console can be offered to super users, or personalised to each business functions needs.
  • Training is flexible and arranged around your availability in order to minimise impact on the business

With CRM-UK you can be assured that your CRM users will be up and running quickly. We will also build your team’s enthusiasm to start using your new CRM System.

“It was crucial to us to have the expertise both in CRM and in our company and its goals. CRM-UK were therefore the perfect choice for us and we are very happy with the outcome of the project and the efficiencies that it has given us.”

Esther Evans, Managing Director

STM Packaging Case study

Get in touch!

We'd love to help you achieve more

Get in touch!

We'd love to help you achieve more