How we do this
We sit down with you and look into the why, what, how of your business, with this understanding we can then make recommendations on the right solution that will best support your business goals.
We take a very collaborative approach to the understanding and design of the solution, working with team members across the business, supported by senior level sponsorship. This reduces the risk of project failure and increases user adoption. Helping you get a good return on your investment.
We'll discuss the best way to implement your solution. Large “Big-Bang” implementations are high risk and tend not to suit today's fast moving businesses. We deliver first things first, and grow the system from there. This method adds more value as users learn to take advantage of what they have, provide feedback and know what they really need next from the solution.
Taking into account your defined GDPR policies and processes, we look at your data:
- What you have
- What you want to collect, process and use (now and in the future)
Data is the lifeblood of any CRM system, and with a proper BI solution, it can provide you with valuable business insights.
Finally, we'll focus on technology. The CRM and BI markets offer a wide range of solutions, from light touch apps to fully-featured enterprise systems. After understanding your business and your organisation, we can propose the right technologies to support them.
Based on our approach and experience, we have designed the QGate CRM Success Program, a technology agnostic road map that guides you through the various stages of implementing a successful CRM project.
This is how we make CRM work!