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
Get to know you, your business and defining success.
Plan what we all need to do to prepare for success.
Identify small steps that can be completed quickly.
Get the nuts and bolts in place.
Make sure everything will work when the rubber hits the road.
Work with everyone to prepare for their role.
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.
Check that the definition of success was met and celebrate!