Implement your strategy. Transform your organization.

 

Framework and support for CRM implementation

Your challenges

Would you like to implement a customer relationship management (CRM) tool within your organization to improve your teams' customer knowledge, enhance customer satisfaction and better manage your sales function?

Contact us

Our support

Ascent Consulting, with its expertise in CRM deployment, can provide you with customized support from the project scoping phase through to user adoption, either as a consultant or as a Product Owner for your Sales or General Management team, supporting the project's ambitions.

Framing to give the vision

The project scoping stage is essential, as it enables us to clarify the strategic objectives and expected value of such a project, giving it the scope of a business and sales function transformation project, a project for commercial excellence and efficiency by improving customer knowledge through data, and digitizing the main sales and customer management processes.

Too often, CRM projects are seen either as a means of controlling and reporting on salespeople, or as a customer database tool. At Ascent Consulting, we take a completely different view, focusing on the value for your sales people and your customer relations departments, and on the end-to-end fluidity of your sales and customer management processes through the integration of CRM with your information system.

The scoping phase therefore aims to

  • Define a business vision supported by CRM implementation
  • Formulate objectives and expected value
  • Identify the processes to be covered by CRM and the automated processes to be added
  • Define the target perimeter for different user populations
  • Clarify the integration of CRM into the existing information system, and in particular with any contract management, billing and business tools, as well as with existing repositories.
  • Analyze possible solutions and quantify implementation costs
  • Decide on implementation strategy
  • Define project organization and governance, identify key expertise and mobilize resources accordingly

An implementation that aligns business transformation and IT projects

The implementation of the project a program with several dimensions which live in parallel, in coherence with each other, and evolve by iterations:

  • CRM development: detailed design, modelling, implementation, configuration, data security and confidentiality, RGPD compliance
  • IS integration: creation of interfaces, APIs, upgrades to existing systems, etc.
  • Overhaul processes and work on data
  • Implementation of the new policy and sales management indicators
  • Project roll-out to users and adoption

Site design and referencing by Simplébo   |   Site created thanks to France Num

Connection