We know that the process of implementing a new customer relationship management solution can appear challenging.
At Preact, our aim is to make sure every aspect of your Dynamics CRM implementation is precisely tailored to your requirements and smoothly deployed to ensure your project aims are quickly achieved.
Through our team of project managers, implementation specialists and trainers we offer you a depth of CRM expertise to help plan, rollout and support your implementation of Microsoft Dynamics CRM.
|
Our CRM services include:
- Project planning
- Data migration
- Server installation
- Workflow design
- CRM database integration
- Bespoke development
- Report design
- Database customisation
- User training
- Technical support
|
 |
‘We are all impressed with the service that Preact has provided. The whole process, through to the database design and training has been very smooth and well thought out and we have found all the personnel involved extremely knowledgeable and helpful. This has made the installation and subsequent use of the database seem a surprisingly simple affair.'
Stephen Beagent Associates
|
|
|
Proven implementation methodology
When implementing bespoke CRM projects we take an agile development approach that combines Microsoft Surestep and Prince2 processes with our proven methodology which has evolved from over 15 years of deploying CRM solutions.
From requirements gathering to post implementation support, our consultants will work with you to define how you want to use Microsoft Dynamics CRM and help you translate this into sustained performance gains that will make a tangible improvement to your bottom line results.
At the beginning of your CRM implementation, you’ll be assigned a Project Manager who'll take immediate responsibility for your account. They ensure your implementation is kept on target and will co-ordinate the delivery of work with all the stakeholders involved.
Our project managers oversee all project areas including:
- Project Charter – defining your objectives for the project, scope, milestones, key responsibilities for all parties involved and the project success metrics
- Statement of Work – detailing the process and timelines for the development of your database to achieve your project aims.
- Training Plan
- Weekly Project Status Reviews
- User acceptance testing
- Go live assistance
- Post implementation advice and assistance
|
|
'Preact were professional from the outset. Starting with the pre-sales process, through to the delivery, every single person performed with a level of professionalism that many companies should aspire to.'
Migration Solutions
|
|
|
For general CRM advice and download one of our planning guides or visit our blog call us on 0800 381 1000.
