Scope Led CRM Implementation

Our team of project managers, implementation specialists and trainers provide a wealth of expertise to help you plan, implement and leverage amazing results with Microsoft Dynamics.

Our team hold the highest industry accreditations including Microsoft Gold Competency for CRM, Microsoft Technology specialists, Microsoft Certified Developer, Prince2 and many other qualifications which reflect our desire to remain amongst the best in the industry.

Implementing CRM solutions since 1993, Preact are one of the most experienced consultancies in the UK.

Phone 0800 381 1000 or email us, to discuss your requirements and arrange a demonstration to discover how Microsoft Dynamics and Preact will help you achieve your CRM goals.

CRM Requirements Scoping

A measured CRM implementation begins with thorough requirements scoping consultancy which is led by one of our Microsoft accredited project managers.

Before we can provide a project cost, we first need to precisely understand the architecture of your business processes, and your CRM aims. We do this by gathering detail during a scoping consultancy to understand:

  • Which processes are critical in accomplishing your goals
  • Your immediate and longer term CRM objectives
  • What type of data will be imported into CRM
  • How CRM will need to integrate with other applications and data sources
  • Which metrics you want CRM to measure, and what reporting output is needed

By asking these questions we’ll document your processes and demonstrate how they’ll be mapped to CRM highlighting the efficiencies that you’ll gain by streamlining tasks and increasing user productivity.

This detailed scoping consultancy typically includes two on-site consultancy days and will involve all of your project team and key CRM users. 

Shadowing teams enables us to understand current pain points and identify priorities. We are then able to build a CRM database that will enthuse users, save processing time and provide customized reporting.

As part of this process we’ll also provide an early introduction to Microsoft Dynamics to demonstrate examples of how your CRM system will work.

Planning & Documentation

After scoping we’ll produce a project charter and a statement of work. These will detail:

  • Confirmation of the project aims, responsibilities and milestones
  • A definition of your CRM success criteria
  • An assessment of risk elements involved in the project
  • Detail of each item of work that will be carried out and supporting costs

Development & Design

Once you've approved the statement of work we'll commence your database build and development in line with the agreed timescale and budget.

In regular project management meetings we’ll demonstrate updates as they're completed and we’ll make minor revisions as required. Any new requirements or variances at this stage are subject to change control.

Testing & Deployment

Once the system build is complete the development environment is released for your thorough testing and user acceptance.

After any requested modifications are applied a CRM ‘go live’ date will be set. As part of the deployment stage Preact will carry out:

  • Outlook client integration
  • CRM server installation (for on-premise deployments)
  • Systems administrator training
  • Role based user training
  • CRM 'Go live' floor walking and troubleshooting

Read more about our approach and our CRM credentials.

Our CRM customers include...

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