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

Month 1

Discovery & Selection

Duration: 2-3 weeks

1
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
Month 2

Configuration & Setup

Duration: 3-4 weeks

2
Phase

We configure your new CRM to match your business processes, create custom fields, set up user roles, and establish workflows.

Key Activities

  • CRM environment setup
  • Custom field creation
  • Page layout design
  • Workflow automation
  • User role configuration
  • Security setup

Deliverables

  • Configured CRM system
  • Custom field mapping
  • Automated workflows
  • User access controls
  • System documentation
Month 3

Data Migration

Duration: 2-3 weeks

3
Phase

We clean, map, and migrate your existing data into the new CRM system with thorough validation and backup procedures.

Key Activities

  • Data audit and cleanup
  • Data mapping strategy
  • Migration testing
  • Full data migration
  • Data validation
  • Backup procedures

Deliverables

  • Clean, migrated data
  • Data validation report
  • Migration documentation
  • Backup systems
Month 4

Integration & Testing

Duration: 3-4 weeks

4
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
Month 5

Training & Adoption

Duration: 2-3 weeks

5
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
Month 6

Go-Live & Support

Duration: 4+ weeks

6
Phase

We launch your new CRM system and provide intensive support during the critical first 30 days.

Key Activities

  • System launch
  • Immediate support
  • Performance monitoring
  • Issue resolution
  • User feedback collection
  • System optimization

Deliverables

  • Live CRM system
  • Go-live checklist
  • Performance reports
  • Support documentation
  • 30-day support

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

30 Day Support

Ongoing Support

30 days of 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.

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