Discover
We begin by conducting an in-depth consultation and needs analysis to fully understand your current business processes, technology tools, and customer journey.
Iteration
We collaborate with your team to design an implementation roadmap. This includes outlining key workflows, developing content, identifying integration points, and customizing content and automations that align with your sales cycle and service delivery model.
Develop
Our development team builds and configures your customer environment. We handle data imports, integrate third-party applications, and create custom automations tailored to your workflows.
Deploy
We customize your tool and conduct staff training sessions to ensure a confident rollout. Clear documentation and hands-on support prepare your team for immediate success.
Optimize
We continuously monitor and evaluate your CRM setup, using key performance metrics to adjust, iterate, and improve. Optimization is not a one-time task—it’s an ongoing strategy as markets change.
Agile Implementation Methodology
To deliver rapid results and maintain flexibility, we use Agile project methodologies throughout the CRM implementation process. This approach allows us to:
- Break the project into iterative sprints, each delivering tangible outcomes
- Involve stakeholders in regular reviews and refinements
- Prioritize the highest-value features for early delivery
- Adapt quickly to feedback and evolving business needs
Each sprint typically includes a planning session, development period, testing and feedback loop, and a sprint review. This structure ensures transparency, continuous delivery, and alignment with your business goals. We keep it simple and concise to manage progress and communication so you can continue to focus on your business.
By working in Agile cycles, we ensure your CRM evolves with your team’s priorities and accelerating time to value.