CRM implementation

Configuration, integration, testing and deployment.

• CRM Workshops: Scoping the design with the teams - Discover how to structure your CRM workshops to gather business requirements, prioritise functional choices, and avoid unexpected setbacks.
• The hidden costs of a CRM implementation - Discover the true costs of a CRM: beyond the initial subscription price, anticipate training, maintenance, and support fees to avoid any unpleasant surprises.
• Onboard teams from the start of the CRM project - Avoid common mistakes and discover the key drivers of engagement to turn your CRM into an everyday asset, adopted by all your teams.
• CRM training for your teams: methods and best practices - Discover the best methods for training your teams on the CRM to ensure effective adoption: e-learning, in-person training, internal ambassadors, and more.
• CRM implementation: roles and responsibilities of the project team - Find out who does what in a CRM project: sponsor, project manager, key users, IT, integrator… Ensure an efficient and frictionless deployment!
• CRM UAT: testing and validation before deployment - Learn how to structure CRM UAT with a testing checklist, validation criteria, and bug management for a seamless deployment.
• The Role of APIs in a CRM - Discover how APIs optimise your CRM: simplified integration, process automation, and improved customer management.