CRM Discovery Sessions – Figure out your implementation…before you do it!
Implementing a CRM solution can be daunting. Sales and Marketing process modeling, data migration, integration to up and downstream systems, adoption programs and training…it’s never “just a software install”. Learn more about how Levementum can help you navigate through this process.
How long will it take? How much will it cost? What’s the best phasing approach that helps me balance cost, time and business value? How do I make the transition?
Levementum’s popular CRM Discovery Session will give you the answers you need…so you can make the right CHOICES about your implementation. The focus on the Discovery Session is “Business First!” The goal of the Discovery phase is to identify, scope, and summarize the various interactions to be managed in the CRM application. We will also define the target CRM relationship model, identify major configuration, integration, data conversion, and implementation activities necessary to implement SugarCRM for your business. These findings will then support a project proposal with costs estimate for the tasks necessary to successfully implement a SugarCRM that meets your specific needs.
The Discovery Session process is highly regimented, having been honed by Levementum after hundreds of sessions. The session includes valuable pre-meeting worksheets plus guidelines for attendance and participation. Customers find the Levementum discovery session useful in making a clear determination about how to proceed in their CRM implementation. Additionally, they find them to be a great method for soliciting inputs from various change agents in their own companies, while instilling confidence in their team about the project. The Discovery Session can also help calibrate the expectations of the various parties within the customer’s organization! Discovery sessions typically take 2-3 days, and are done onsite at your chosen location – to maximize participation from your team.
To see if a Levementum CRM Discovery Session is right for you or to learn more about the Levementum Discovery Process, download the entire brochure here or call 480-320-2500.
