Journey Package

End-to-end management of your CRM implementation project. From helping you select the ideal system for your business, through to managing the implementation and user adoption.

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Partner Management

Taking ownership for the management of your existing CRM delivery partner relationship. This brings my expertise to ensure your partner is delivering what you need, when you need it.

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Project Turnaround

In situations where investment hasn’t delivered value, I step in to bring your CRM system back in line with your requirements and delivering value quickly.

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Journey Package

Through this package, I manage the end-to-end delivery of your CRM system, whether you are looking to replace your existing solution or improve the CRM system you currently have.

System Selection

  • Identify and prioritise requirements
  • Rank and rate potential CRM suitability
  • Detail launch and ongoing costs

 

Implementation

  • Interview and recommend implementation partner
  • Define reporting and analytics
  • Manage CRM implementation and testing

Adoption

  • Manage launch comms and training
  • Implement user adoption programme
  • Establish Change Control Board

Project Turnaround

In situations where investment in a CRM system hasn’t delivered value, I step in to bring your programme back in line with your requirements and delivering value quickly.

  • Identify issues with existing implementation
  • Work with stakeholders to redefine goals
  • Manage delivery partner to undertake changes

Partner Management

Taking ownership for the management of your existing CRM delivery partner relationship or identifying a new partner to take over delivery and managed services.

I take ownership of the hard conversations, putting your requirements at the heart of each action.

Existing partner management

  • Take ownership of day-to-day partner engagement
  • Address service delivery issues
  • Identify failings in project deliver
  • Manage partner to rectify issues

New partner selection

  • Identify suitable new delivery partner
  • Manage project scope with dev teams
  • Represent your business during system delivery
  • Agree managed service and support processes

Internal handover

  • Establish support level processes
  • Facilitate internal support training
  • Define Change Control process