WE MAKE YOUR LIFE BETTER
Why Do You Need Expert CRM Guidance?
We live in a knowledge economy. An economy that is powered by innovation, by technology; all of which can be enhanced by expert CRM guidance. 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. Total CRM’s expert guidance is measured by our skillsets – our ability to work well within a team and to find the best solutions.
WHY WE ARE THE BEST
Our Expert CRM Guidance Offerings
Start working with a 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.
Best Practice Advice
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 distil down to specific recommendations and changes for your unique business.
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. We then evaluate the key pain points and where you have the greatest opportunities to improve, which will frame the design of your CRM.
Business Process Analysis and Design
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 processes with your team and gain their confidence.
Consulting Services
We're flexible. Sometimes you just need a CRM expert to work with your team on a project for a specified period of time. Whether just a day, certain days of the week, or ongoing, we're here to help.
HOW WE GET YOU TO WHERE YOU WANT TO BE
See how a Typical Project Works
HYBRID AGILE WATERFALL METHODOLOGY
Enquiry
Interested in what we have to offer, you reach out to Total CRM as a potential partner in CRM for your business.
Best Practice
Based on your strategy and our expert CRM guidance, 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.
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. We then evaluate the key pain points and where you have the greatest opportunities to improve, which will frame the design of your CRM.
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.
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. This includes a breakdown of the costs associated and recommendations.
Agile Implementation
Following the Agile Methodology, short sprints of design; development; testing; deployment; and user training rapidly deliver specific use cases. This loop is repeated until all functionality is completed and user-generated issues are resolved.
Training
Pre-rollout training starts. It is necessary to train key users in the system before go-live to ensure the system is working correctly and meeting the needs of the users.
Go-Live
A typical project will take 3 months to complete the implementation.
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.
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.
Account Management
Focus is on building long-term mutually beneficial partnerships with the customers. Together, using our expert CRM guidance, 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.