CRM Implementation Process

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CRM Implementation

At PragmatiQ Solutions, we follow our proven implementation methodology for successfully delivering your project. We have tailored our approach, ensuring that we don’t start the process with a pre-conception of your business. Instead, we take the time to understand your industry, processes and what you are trying to achieve in order to deliver a successful solution.

Our Implementation Methodology

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1.

Exploratory

This is the scoping phase of a project, where we get under the skin of your business, understand your processes, what you are looking to achieve and start to demonstrate how we can translate those requirements into an overall solution.

2.

Workstreams

Each project is logically split up into workstreams that are treated independently. Workstreams follow an iterative process of design workshops, where detailed requirements are discussed and mapped out, configuration workshops – where we configure the CRM based on requirements and configuration review meetings where you review what we have configured. At the end of a stream is User Acceptance testing and any outstanding tasks get added to the overall punchlist for the project.

3.

Testing & Training

In the phase, the end to end solution is reviewed and thoroughly tested. We also prepare training material and deliver the required training package (admin, super user, end user etc).

4.

Go-Live

Go-Live activities involve configuring the live system, migrating the solution, data migration. There is a hyper-care period defined, where we are on-hand to support with any issues during go-live.

5.

Managed Service

Post go-live we provide a Managed Service Offering and a platform that handles everything from help-desk requests/traditional help-desk support, user training, change requests, project management, technical consultancy and development work.

Offsite Scoping

Our Offsite Delivery Model enables us to scope any project requirements remotely, which in the current climate is more required than ever. Please see below for a breakdown of the model, however if you’re interested in learning more about this, please get in touch.

  • Small Bitesize sessions – 1-2hrs with a break of 2hrs between online workshops. This enables us to organise the participants more effectively and ensure individuals are only attending sessions relevant to them
  • Calls over video conference software i.e Microsoft Teams
  • AS-IS and TO-BE process will be mapped using software that can be viewed by all participants during the online sessions
  • PragmatiQ Solutions will remotely demo key elements of the system/technology related to the workshop topic

Fully Remote Project Delivery

Typical projects involve Onsite Design Sessions, User Acceptance Testing and User Training. However, we have built an offering where all of these sessions can be delivered remotely and when combined with our offsite scoping offering, means that our projects can be fully remote and delivered to the same high standards.

How much does a Microsoft Dynamics CRM implementation cost?

If you’d like to have an initial discussion around project costs and understand how our pricing works, please get in touch with a member of our team.

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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