Implementation Process

Our Proven 6-Month Process

A step-by-step methodology that gets you from CRM selection to successful go-live in exactly 6 months.

Start Your Fast-Track Back to Fast-Track

Implementation Timeline

Each phase builds on the previous one, ensuring a smooth transition to your new CRM

<<<<<<< Current (Your changes) Month 0 ======= Month 0 >>>>>>> Incoming (Background Agent changes)

Discovery & Selection

Duration: 2-3 weeks

0
Phase

We start by understanding your business requirements, current challenges, and goals. Together, we evaluate CRM platforms and select the best fit.

Key Activities

  • Stakeholder interviews
  • Current process mapping
  • Requirements documentation
  • CRM platform evaluation
  • ROI projections
  • Project planning

Deliverables

  • Business requirements document
  • CRM platform recommendation
  • Implementation project plan
  • Success metrics definition
<<<<<<< Current (Your changes) Month 1 ======= Month 1 >>>>>>> Incoming (Background Agent changes)

Configuration & Data Migration

Duration: 4 weeks

1
Phase

We configure your new CRM to match your business processes, create custom fields, set up workflows, and migrate your existing data with thorough validation.

Key Activities

  • CRM environment setup
  • Custom field creation
  • Page layout design
  • Workflow automation
  • User role configuration
  • Security setup
  • Data audit and cleanup
  • Data mapping strategy
  • Migration testing
  • Full data migration
  • Data validation
  • Backup procedures

Deliverables

  • Configured CRM system
  • Custom field mapping
  • Automated workflows
  • User access controls
  • System documentation
  • Clean, migrated data
  • Data validation report
  • Migration documentation
  • Backup systems
<<<<<<< Current (Your changes) Month 2 ======= Month 2 >>>>>>> Incoming (Background Agent changes)

Integration & Testing

Duration: 3-4 weeks

2
Phase

We connect your CRM with other business tools and conduct comprehensive testing to ensure everything works perfectly.

Key Activities

  • Third-party integrations
  • API connections
  • System testing
  • Performance optimization
  • User acceptance testing
  • Issue resolution

Deliverables

  • Integrated systems
  • Test results report
  • Performance benchmarks
  • Integration documentation
<<<<<<< Current (Your changes) Month 3 ======= Month 3 >>>>>>> Incoming (Background Agent changes)

Training & Adoption

Duration: 2-3 weeks

3
Phase

We train your team on the new system with role-specific sessions and provide materials for ongoing learning.

Key Activities

  • Admin training sessions
  • End-user training
  • Role-specific workshops
  • Training material creation
  • Support documentation
  • Adoption planning

Deliverables

  • Training materials
  • User certifications
  • Admin guides
  • Support documentation
<<<<<<< Current (Your changes) Months 4-6 ======= Months 4-6 >>>>>>> Incoming (Background Agent changes)

Go-Live & Extended Support

Duration: 3 months

4
Phase

We launch your new CRM system and provide comprehensive support for 3 full months to ensure successful adoption and optimization.

Key Activities

  • System launch
  • Immediate go-live support
  • Performance monitoring
  • Issue resolution
  • User feedback collection
  • System optimization
  • Ongoing training reinforcement
  • Process refinement
  • Advanced feature implementation
  • Monthly check-ins
  • Performance reviews
  • Best practice recommendations

Deliverables

  • Live CRM system
  • Go-live checklist
  • Performance reports
  • Support documentation
  • 90-day support
  • Monthly optimization reports
  • Advanced training materials
  • Process improvement recommendations

Why Our Process Works

Years of experience and proven methodology ensure your implementation success

97% Success Rate

Proven Methodology

Our 6-month process has been refined through 100+ implementations

10+ Years Experience

Expert Team

Dedicated CRM specialists guide you through every phase

6 Month Guarantee

Transparent Timeline

Fixed 6-month timeline with clear milestones and deliverables

90 Day Support

Extended Support

90 days of comprehensive post-launch support included in every implementation

Ready to Start Your 6-Month Journey?

Let's discuss your CRM needs and create a custom implementation plan.

Schedule Discovery Call View Packages