Benefits of CRM Planning

Strategic Plan
Prioritizes ROI
Release Planning
Better Adoption
Understand Complexity
Customer Journey Maps
Internal Process Maps

Building a Foundation Through Strategic Planning

Effective planning is the foundation for a successful project. TAI starts with three envisioning workshops to help you plan better: a design sprint to determine your problem's scope and vet your alternatives; a customer journey workshop to document and review all customer-facing processes and create a better customer experience; and an internal process analysis where TAI documents your internal processes and reviews them for optimization.

These three workshops drive the user stories that define your solution. The resulting user stories are estimated, prioritized, and mapped; a return on investment is calculated; and a release plan is developed. Product selection is based on the requirements implied by your user stories, and after a project charter and technical architecture is developed, the stage is set for CRM construction.


Our Approach to CRM Strategic Planning

Technology Advisors follows an agile CRM planning methodology for the most comprehensive approach to CRM selection.

Design Sprints

A Design Sprint is a formal, four-day workshop where the project team documents problems in the organization and vets their solutions. The team breaks out into smaller segments and brainstorms alternatives to present to the rest of the team. Everyone votes on the best option and works together to vet the chosen solution. In the end, a product scope and an approach are created. These help drive the project charter.

Project Charter

The Project Charter is a statement of the scope, objectives, and participants in a software project. It provides a preliminary delineation of roles and responsibilities, outlines the project's key goals, identifies the main stakeholders, and defines the authority of the project team. The project charter is used throughout the project lifecycle.

Customer Journey Workshop

A Customer Journey Workshop helps map the customer experience based on different personas. It documents the different types of customers and how they interact with your company. It maps their journey from the time they are a lead through their transition to a customer. The Journey map defines and creates the customer-facing user stories and the experiences each of your customers have when they work with your company.

Business Process Mapping

Business Process Mapping (BPM) completes the mapping development by documenting your internal processes. While the Customer Journey map is external facing, the Business Process map is internal facing and helps fill in the blanks on the user stories for your solution.

User Stories

User Stories are part of an agile approach that shifts the focus from writing about requirements to talking about them. All agile user stories contain a persona, a goal, and a task to achieve the goal. It also includes acceptance criteria which defines a condition, an action that happened as a result of that condition, and the outcome.

User Story Mapping

User Story Mapping is the process of determining the return on investment for each user story as well as the relationships between users stories. Many times, you can't complete a user story until other stories have also been completed. These users stories are clustered and organized by ROI so TAI can build a release plan.

Release Planning

Release Planning assumes your CRM implementation will be released in phases and it creates a roadmap for each release based upon sets of user stories and their ROI.

CRM Selection

CRM Selection is the process of taking the user stories and mapping them to functional specifications. Software is reviewed based upon how closely the software's functions meet the requirements generated by the users stories.

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What Customers Say About Us

I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
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