CRM Implementation Approaches

Technology Advisors has the technical and strategic expertise to guarantee that your implementation is a complete success. Our methodologies were created and designed to mitigate risk.

With proven success in complex CRM implemenations, Technology Advisors gets the results you demand from your CRM solution. Technology Advisors recieves a large portion of our clients from people who couldn't handle their implementation. Our certified consultants have the experience to get the job done.

The strategy you choose for your CRM implementation is critical to the success of your project. Technology Advisors recommends one of two industry-proven implementation methodologies based on the characteristics of your organization and the demands of your CRM implementation. Whether you are a small organization looking for quick and affordable CRM or a larger organization seeking a fully customized solution we have the strategy to make you successful.

Quickstart Implementation

For organizations with basic CRM needs, Technology Advisors has developed Quickstart, an implementation methodology that is both cost effective and fast. This implementation focuses on taking the processes you have already set in place and making the mirror the software. The majority of Quickstarts finish within 30 days, giving you basic CRM functionality in a month. This methodology is best suited for organizations seeking basic CRM without extensive customizations.

Corporate Implementation

For organizations seeking advanced functionality and customized processes, Technology Advisors has developed Corporate, an implementation methodology that provides a complete CRM solution matching your exact business needs. Corporate takes a phased approach to gain quick success and ensure that your advanced functionality will be supported by a strong base solution by changing the software to fit your processes.

As the project continues Technology Advisors will use that strong base to build advanced customizations, integrate with existing systems, and install add-on modules. By the end of the phased deployment you will have a robust CRM solution that is completely unique to your organization’s needs.

Enterprise Implementation

For organizations with complex CRM needs, Technology Advisors has developed Enterprise, an implementation methodology that creates new processes for your business and develops the software to fit around them. This is a standardized development methodology, with a multi-phase implementation. This methodology is best suited for enterprise organizations seeking a complex CRM system with extensive customizations.

For more information This e-mail address is being protected from spambots, you need JavaScript enabled to view it  or call Jim Daly at 847-655-3446.