CRM Implementation Model

ClearC2 Implementation Approach

The implementation of your CRM solution will commence with your C2CRM project manager educating your personnel about CRM processes and how the C2CRM solution is implemented to automate those processes.   Within these Best Practices sessions, detailed discussions are documented.  These discussions between content experts from the different departments within your company and C2CRM resources are used to outline how our CRM has been implemented in the past and discover the specific customer requirements and differences.  From that assessment, a detailed Project Plan (Statement of Work) is created that details specific steps involved with implementing C2CRM for your needs.

After the initial sessions are conducted a “C2CRM Sandbox environment” is implemented using the model described in the Best Practices sessions.  This sandbox environment is used as a working model to design and implement the processes.  Data is imported from outside sources if necessary and testing begins using this environment

 Once the “Sandbox” environment is fully set up, configured and integrated to other applications, we conduct the end user training sessions.  From these sessions, typically some additional field level customizations and security elements are formalized, where we make those final changes.  At that point, the C2 application is then brought into production, and your company will then be able to focus on enhancing their customer relationships while improving each department’s efficiency.

Implementation Project Plan

An accurate Project Timeline is provided once a formal C2CRM Needs Assessment is completed.  However, a sample project plan is shown below to outline the major steps in a typical C2CRM installation project.  The Best Practices sessions are not required, but recommended to help the project team form a scope of work that closely matches your requirements.

Typical Steps:
  • Project Kickoff
  • Define Data Sources
  • Prepare C2CRM Environment
  • Identify Roles/Security Groups
  • Map/Import Customer Data
  • Identify Key Business Processes
  • Identify Success Measurement Criteria
  • C2 Business Process Mapping
  • Gap Analysis
  • Reporting Analysis
  • C2 Application Design/Development/Configuration
  • C2 Report Design/Development
  • C2 Custom On-line Help/Documentation
  • QA
  • User Acceptance
  • Train the Trainer
  • Go-live

The ClearC2 Difference

  • Consultative approach in customizing your application
  • Role-based user interfaces
  • Use of Best Practices sessions
  • Sandbox environment testing by users for “application approval”