Our CRM Success Methodology is an Agile Project Management Methodology that helps us all keep a clear focus on successfully completing our projects.
Our CRM Success Methodology includes the following stages:
- 1.Discovery – getting to know you, your business and defining success
- 2.Readiness – what do we all need to do to prepare for success
- 3.Sprints – identify small steps that can be completed quickly
- 4.Implement – get the nuts and bolts in place
- 5.Test – make sure everything will work when the rubber hits the road
- 6.Coach – work with everyone to prepare for their role
- 7.Repeat steps 3, 4 & 5
- 8.Go Live – flip the switch
- 9.Follow up – checking on each participant individually
- 10.Complete – check that the definition of success was met and Celebrate!