CRM Implementation and Configuration

It if a well-known fact that CRM, once implemented, may not meet the expectations.

We are perfectly familiar with this kind of situations, and we also know what is the best way to make sure that your newly implemented CRM will be the right fit for your business from the very beginning. Of course the decision to purchase a customer management software solution is the first step, however, when it comes to an effective and seamless customer relationship management system, implementation is just as important as the type of CRM system you choose. Software is only good if it fits into your unique business processes.

CRM Implementation is much more than uploading or installing the software and turning it “on”.

Richlode Solutions team has deep expertise and significant experience implementing SugarCRM or Microsoft Dynamics CRM in a wide range of businesses from various industries and in different technical environments. From the very beginning, we will make sure your CRM is implemented “the right way” and we will support you and consult on the best CRM practices until you’re making better sales and marketing decisions.

When working on a new system implementation or upgrade, Richlode Solutions’s team of experts draws from years of experience understanding the ins and outs of many types of business systems, and works with you and your team to develop an implementation strategy that works for everyone. You can rely on our team in CRM implementation for medium and large enterprises, as we have great experience in managing large and technically complex projects. We work on all project stages, starting with pre-sales and business analysis, project management, development of integration with other systems and further maintenance upon request.

Our Services:

CRM Implementation Process

At Richlode, we follow simple however reliable process, which is based on our 7 years of CRM implementation experience, and which ensures flawless result at any stage and successful general outcome.

Our documented methodology for SugarCRM or Microsoft Dynamics CRM installations keeps projects on-time, on-budget and on-spec to minimize risk and maximize transparency.

Although activities and deliverables can be modified and streamlined to meet your needs, here’s a quick overview the CRM implementation process you can expect from Richlode’s professionals:

Analyzing the system customization and business process needs, to determine an appropriate implementation strategy.
Developing a step-by-step and appropriate implementation timeline.
Mapping company’s business requirements and processes to CRM requirements.
Defining user roles and establishing appropriate security levels.
Customizing CRM and other solutions to align with organizational goals.
Migrating data from previous CRM or any other systems used.
Executing the implementation, taking employee adoption and buy-in into consideration.
User training and monitoring CRM usage, ensuring best possible CRM Adoption to improve overall business performance.

The CRM, once implemented, will change the way your employees manage and do their day-to-day tasks. And, since many people are initially resistant to change, Richlode Solutions will share best practices and set out an implementation plan to head off naysayers at the pass. We’ll arm you with the information necessary for a successful implementation that will support CRM adoption throughout your organization.

By choosing an expert CRM implementation from the experienced staff at Richlode Solutions, you are contributing to the eventual long-term success of your investment in the CRM software and its effectiveness to solve your unique business challenges.

At Richlode Solutions, we understand the difficulties associated with an organization-wide implementation of a CRM system. We have the experience, staff and tools necessary to ensure your implementation is executed flawlessly while encouraging employee adoption. When you hire our team, we’re with you every step of the way to help you get the most out of your CRM system investment.