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 this 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.

Group of people having Teams meeting with staff who are working from home
  • 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.

Dynamics 365 Quick Start

Find out more about our fixed-price Quick Start packages…

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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 Commercial 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

In 2020, Fotech Group decided to change our CRM from Salesforce to Dynamics 365 as part of a replacement of a number of systems that didn’t communicate. For the CRM, we chose PragmatiQ Solutions as our partner and from day one we felt we were in safe hands. They listened to what we were trying to achieve and through regular development meetings they made the changes needed to enhance the standard offering. They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the PragmatiQ team.

Ian DeaconChannel and Operations Director at Fotech Group Limited

We asked PragmatiQ Solutions to help us move from a database we had been using for over ten years, to a bespoke Customer Relationship Management (CRM) system on the Microsoft Dynamics platform. The team at PragmatiQ took their time to understand our complex business needs and while having to build something that suited all our different Associations which in itself came with many challenges, they sensitively came forward with ideas and solutions which helped us not only enhance our processes but maximise our efficiencies.

The end result is that the team at PragmatiQ provided us with a platform that not only works for all our Associations and their individual requirements, but one that will grow with us as an organisation.

Chris ThomasFinance Director at The Retail Motor Federation

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

After outgrowing our training management calendar we contacted PragmatiQ Solutions to help us design a bespoke system for our unique requirements. We are a fast growing business requiring a system, that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are. Jamie guided us with the best solutions to meet a logical workflow.

Clara TraversHead of Operations at ECG Training

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

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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