Preparing to implement a CRM system in any organization is a major project.  Recent studies have shown that a significant number of CRM implementations fail to meet the expectations of the organizations that implement them.  Poor results can be attributed to a variety of factors but a lack of a well designed plan is typically the culprit.  Have you finalized your implementation plan, yet?

The Flywheel Group can assist with constructing a well designed, comprehensive plan that includes implementation, configuration, customization, integration, data migration, and training & ongoing administration.  Our methodology follows this path:

1. Plan
2. Configure
3. Customize
4. Rollout
5. Ongoing Improvement

We begin every implementation by listening.  The first step is to conduct a thorough business analysis and gain an understanding of your current business processes, then we’ll discuss your defined goals.  This analysis will become the basis for defining the implementation plan and serve as a guide.

Rest assured that we’re not just technologists.  We understand business first, and we have a host of experience in a variety of industry verticals.  Our combination of project management, business, and CRM expertise is a key advantage in helping your implementation succeed.

Ask yourself these three questions:

1. Have I completed my implementation plan?
2. Am I confident that my plan covers all the bases?
3. Could I benefit from working with someone who’s done this before?

If you’re ready to discuss your project, we’re here to listen.

Take the First Step