QGate Software Limited

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

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

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...

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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.

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