2 - CRM Consulting Services
From Strategy to Implementation
Once we begin an engagement, it's time to consider the initiatives. These initiatives could include a CRM Strategy, CRM change management execution plan, a data-mining project to create your customer profile, or just the implementation of an e-mail management system. No matter what your CRM initiative is, Solvis can create value by using our own CRM Implementation Methodology. This methodology incorporates what has and has not been successful in prior CRM implementations. Additionally, it addresses and provides mitigation for areas that have commonly caused problems in CRM engagements.
The methodology addresses each phase of a CRM engagement including:
Strategy, Roadmaps, Surveys Package Evaluation Workshops Analysis/Scope/Gap Conference Room Pilots Design (conceptual and detailed) Construction Testing Change Management Pilot Deployment Production Deployment Assimilation CRM Delivery Toolkit
The Solvis CRM Delivery Toolkit contains many items including: recommended implementation approach (module order); deliverable proformas; standard presentations; previous engagement deliverables; and delivery tools. These tools provide CRM practitioners with the following:
Ability to repeat project successes based on previous experience Ability to move rapidly through the CRM project lifecycle Standard “proven” methods, which help to ensure quality CRM deliveries Tools that allow for common CRM analysis
Examples of items in the toolkit include:
Phase deliverables (Analysis, Design, Construction, etc). Methods for executing engagement activities Assimilation plans, activities, and documents Custom-built tools for capturing important delivery data Engagement selling tools Analysis tools (i.e. estimating/measuring ROI, estimating cost of ownership, etc).
