At the beginning of a project South West ICT seeks to understand a businesses current processes and the business issues they wish to address with their CRM strategy.

Our consultants will work with you to identify the scope of the project and seek to identify where CRM technology can add value to your CRM project. The consultancy service is vital in order to translate business needs into effective working solutions.

During this stage of an implementation the emphasis is on the following key areas:

• Potential savings and high-level objectives
• What to automate and more importantly what not to automate
• What systems are being replaced and what needs to work alongside CRM
• Who the key stakeholders are and their aims and objectives
• Who the community of users will be and the benefits they need to see
• Risks to the success of the CRM project
• Definition of all operational processes and reporting requirements ready for the configuration stage.

The number of days consultancy required depends on the relative complexity and scope of an implementation but typically this stage lasts between 3 and 10 days and consists of 1 or 2 workshops where all key stakeholders come together to outline the strategy, aims and objectives for the project.

Contact us to find out more about our consultancy services or click here to view the solutions we offer.