Methodology
Our CRM Success methodology ensures new processes are efficiently launched and adopted.
Achieve CRM Success with Our Proven Agile Methodology
Dominic Systems’ CRM Success methodology uses Agile Project Management techniques to help us understand your business and design CRM solutions your team will love. Agile Project Management includes short, focused cycles where small gains (wins) are achieved in each cycle. This approach maximizes the chances of success and provides positive feedback to all parties, including the end users. This iterative, agile process feeds on itself to level up each cycle to greater success.
Our proprietary CRM Success methodology follows a 10-step process.
10 Steps to CRM Success
1. Discovery
Get to know you, your business and defining success.
2. Readiness
Plan what 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
Continue sprinting through steps 3, 4 & 5 to complete next steps.
8. Go Live
Flip the switch.
9. Follow Up
Check on each participant individually.
10. Complete
Check that the definition of success was met and celebrate!
Get on the Path to CRM Success
Get on the Path to CRM Success