QGate Software Limited
Headquarters

D2 Fareham Heights
Standard Way
Fareham Hampshire
PO16 8XT
United Kingdom

T: +44 (0) 1329 222 800
E: info@QGate.co.uk

Support:
T: +44 (0) 1329 222 802
E: support@QGate.co.uk

QGate CRM Success Program

Have you been asked to implement and deploy a new Customer Relationship Management (CRM) solution for your organisation? We can help...

Contact us

9 steps to a successful CRM project

Your successful CRM project starts here

Are you unsure where to start? The QGate CRM Success Program will educate and walk you through the phases required to deliver a successful CRM System.

As with many new technical solution projects, the risks can be high and unknown, a CRM implementation is no different. As experienced CRM professionals, we are here to help you with this task, and why we have built the QGate CRM Success Program, a roadmap, to help introduce you and your business to a successful CRM solution.

QGate CRM Success Program

What is the QGate CRM Success Program?

The QGate Success Program has been designed as a methodology providing advanced visibility of what’s involved in a CRM implementation, providing clear simple steps to achieve that goal. It is split down into the 9 phases we believe are required to deliver a successful CRM solution. Providing guidance, tools and importantly the freedom to choose the vendor and technology that suits your unique business needs.

The QGate CRM Success Program has the following:

  • Nine Simple Steps
  • Four Key Goals
  • Two Measurable Objectives
  • ONE principle

Based on our 22+ years of experience, we believe these are the key foundations to ensuring your CRM implementation is successful, further detail of the Program and these foundations can be found in What is the QGate CRM Success Program?

CRM Process


Optimise operations & empower your employees

CRM Scoping


Translate your vision into a reality

CRM Design


Design a system to maximise your return

CRM Develop, Integrate & Test


Build and validate your system

CRM Maintenance & Support


Keep your system at optimum health

CRM Evaluation & Iteration


Realise your investment. Use / Learn / Iterate.

"The QGate CRM Success Program has blown me away... A fantastic customer experience"

Emma Mills, Marketing Consultant, FG Marketing


"This readiness check is seriously impressive. I've note seen anything like this from any other provider. Credit to you and the team, I can see this as a huge value add"

Amanda Sokell, Business Mentor

Are you ready for CRM?

What do you need to get started?

Our CRM Readiness Assessment will help, this tool has been designed specifically to help answer these questions. At the end of this 10 minute questionnaire you will receive a report on how ready you are. Do not worry if you do not have all the answers at this time, the assessment will highlight the areas that you need to focus on to proceed to the next step. Start your journey now!

Prepare for the Assessment
I’m ready - take the assessment now

Have a question? We’re here to help

If you have any questions, or want help in using any part of the QGate CRM Success Program, please contact us.

Contact Us

News & Events

Moving to Microsoft Dynamics Unified Interface (UI)

The legacy web client for Microsoft Dynamics 365 is being deprecated, read this article for tips and things to consider when upgrading to the new Unified Interface.

The post Moving to Microsoft Dynamics Unified Interface (UI) appeared first on The QGate Blog.

intelli-CTi for Dynamics 365 V4.2 connects users with customers

The newest release of intelli-CTi for Dynamics 365 aligns with Unified Interface to empower users to better connect with their customers

The post intelli-CTi for Dynamics 365 V4.2 connects users with customers appeared first on The QGate Blog.

ClickLearn Embedded Assistance

Read how ClickLearn embedded assistance can be integrated with your Dynamics 365 solution.
The material produced with ClickLearn can be embedded directly into your user interface, taking away the need for expensive face to face training, time-consuming training manuals and endless updating of materials.

The post ClickLearn Embedded Assistance appeared first on The QGate Blog.