CRM Implementation Roadmaps

Convoko CRM Services

Correctly identify "how" and "when" to change CRM processes and technology to achieve business success.

Get on Track with a CRM Roadmap

Using the findings of the CPR, the CRM Roadmap outlines the sequence and timeline, the “when” and “how”, your business and CRM performance will be improved. We make sure each initiative is mapped properly to create the best sequence of events that will result in the success of your entire implementation project and maximize user adoption.

Roadmap Steps

How We Create a CRM Roadmap

The CRM Roadmap takes into account the complexity and value of your future-state objectives and aligns them to create the most successful CRM implementation plan.

To create a CRM Roadmap we:

  • Assess desired CRM process capabilities and impacts
  • Define the required process and technology
  • Confirm the future state CRM solution architecture
  • Generate the CRM improvement program and project

Roadmap Results

With the roadmap and timeline complete, the result is a comprehensive, phased CRM implementation plan that presents a clear picture of "when" and "how" the various projects need to be implemented.

The CRM Roadmap main deliverables are:

  • Technology selection and solution architecture
  • Business case
  • Implementation project or program plan

BPR Steps 2014

Every Convoko CRM engagement evaluates three critical components of your business; process, technology, and people. CRM implementations are most successful when all three of these components are jointly addressed across multiple functional areas.

CVK Functional Areas

Does your business need CPR?

CRM Performance Review

"Implementing a CRM did not solve our problems"

If you implemented your CRM solution and:
* You still don't know how your key accounts are performing
* You still don't know who your real top performing accounts are
* You still run your sales review using Excel
* You still can't tell if you will reach your sales goals for the month

Your business needs a CPR Performance Review

"Forecasting my team's monthly sales is challenging"

At the heart of most CRM solution is the ability to manage opportunities. However, clearly defining your opportunity stages in a simple and action-oriented approach is critical to accurately forecasting sales. If you don’t have clear pipeline visibility; your organization needs a CPR Performance Review.

"I don't have complete visibility into my team's activity"

CRM solutions are developed to share account and sales activity information; but they must be configured correctly in order to support the right business processes. If you lack visibility into your team's activity and accounts; your organization needs a CPR Performance Review.

"The information in our CRM does not match the operations DB"

CRM solutions are no longer "islands of information." Whether the CRM is the database of record, or a secondary database within your business, CRM solutions must be correctly integrated to the enterprise ecosystem. If your CRM solution is not optimized in that way, your business may need a CPR Performance Review.

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We can help you get the most out of your CRM investment

Contact us today and find our what we can do for your business.