CRM Implementation

C2’s Consultative Approach in Customizing your CRM Application

C2CRM Implementation Process

Best Practices

The implementation of your CRM solution will start with your C2CRM project manager working with your teams on best practices. Within these Best Practices sessions, detailed discussions are documented. These discussions 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.

SandBox Environment

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.

 CRM Training

Once the Sandbox environment is fully set up, configured, and integrated with other applications, we conduct end user training sessions. Typically these sessions result in some additional field level customizations and security elements, which we finalize before transitioning you into production, where your company can focus on enhancing customer relationships while improving each department’s efficiency.

C2CRM Implementation Project Plan

A customized project timeline is provided once a formal C2CRM Needs Assessment is completed. Below is a sample project plan which outlines the major steps in a typical C2CRM installation project.

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
  • Quality Assurance
  • User Acceptance
  • Train the Trainer
  • Go-live