Expert Guidance

WE MAKE YOUR LIFE BETTER

Why do you need an Expert?

We live in a knowledge economy. We live in an economy which is powered by innovation, by technology—all of which is funded by expert knowledge. If you don’t know the nature of the world, you can’t innovate. You can’t market. A modern company needs knowledge in order to function.

Learning what to do with this knowledge is key. No longer are we expected to just retain information, we now need to figure out what to do with the information presented to us. Our experts are measured by their skillsets – their ability to work well within a team and to find the best solutions.

WHY WE ARE THE BEST

Our Expert Guidance Offerings

Start working with an company that can provide the expertise you need for best practice,
find the greatest opportunities to improve, map your key business processes to a new future state, and sometimes just provide an expert on your team.

Listen-And-Engage-In-Real-Time-Icon

How do you adopt or use a CRM effectively? What are the missing pieces in your current system? We apply the knowledge gained from hundreds of CRM implementations and distill down to specific recommendations and changes for your unique business.

We take stock of what systems you have, look at your current business processes, the data that you collect and determine what gaps your current systems have. Then we will evaluate the key pain points and where you have the greatest opportunities to improve which will frame the design of your CRM.

Link-Building-Icon

In order to understand exactly how CRM would operate within your business units, we need to map out the key business processes and how they would operate in your future state CRM system. We can then check these process with your team and gain their confidence.

Digital Consultancy

Sometimes you just need a CRM expert to work with your team on your project for specific periods of time. Sometimes just a day, sometimes certain days of the week, and sometimes for a continuous period of time.

HOW WE GET YOU TO WHERE YOU WANT TO BE

See how a Typical Project Works

HYBRID AGILE WATERFALL METHODOLOGY
Kick Off

Enquiry

Interested in what we have to offer, you reach out to Total CRM as a potential partner in CRM for your business.

Week 1

Best Practice

Based on your strategy we develop a specific set of recommendations to be implemented at your business. We are seeking to eliminate the most painful elements of your business processes.

Week 3

Discovery Workshops

We take stock of what systems you have, look at your current business processes, the data that you collect and determine what gaps your current systems have. Then we will evaluate the key pain points and where you have the greatest opportunities to improve which will frame the design of your CRM.

Week 5

Documented Business Process Analysis

To understand exactly how CRM would operate within your business units, we need to map out the key business processes and how they would operate in your future state CRM system. We can then check these processes with your team and gain their confidence.

Week 8

Proposal

We create a proposal to drive change. The proposal takes advantage of the knowledge gained during discovery and business process analysis to propose a system to meet the needs of the business. The proposal includes a breakdown of the costs associated and recommendations.

Week 12

Agile Implementation

This follows the Agile Methodology. Short sprints of Design, Development, Testing, Deployment and User Training to rapidly deliver specific use cases. This loop is repeated until all functionality is completed and User generated issues are resolved.

Week 20

Training

Pre-rollout training starts. It is necessary to train key-users is the system before go-live to ensure the system is working correctly and meeting the needs of the users.

Typically Week 24

Go Live

A typical project will take 3 months to complete the implementation.

Typically Week 24

Post Go Live

The project now moves into a phase of responding to issues discovered, tweaking the system to support user preferences and training for System Administrators.

Week 28

Support and Maintenance

Level 2 Support is provided to the key people in your organisation. Regular training sessions are held to keep you up to date with planned improvements and changes in the underlying system. This phase does not have a specified end-date.

Regular Intervals

Account Management

Focused on building long-term mutually beneficial partnerships with the customers. Together, we develop a CRM strategy to meet annual business objectives and ensure long-term viability that drives future value. Examples of a high-level sales strategy might include growing market share and launching new products.

Are You Ready To Boost Your
Business?

We are fully committed and focused on the development of your organisation, so you get more business & stay on top!
About-CallToAction-Rocket-Image