A successful CRM deployment means the system has to work the way you do. Evorio has the business knowledge and experience to first understand your processes, then ensure your CRM system is integrated seamlessly.
Any CRM implementation must deliver value back to the business. Evorio works with clients to create business cases that demonstrate how Microsoft CRM is likely to benefit them once implemented.
The most successful software deployments are those that fit into the client’s existing robust business processes. Evorio tracks and maps these processes so the resulting CRM system aids, simplifies and accelerates those existing working practices.
Evorio fully customises Microsoft CRM so it is tailored to the specific needs of the client. Workflows are defined and incorporated while the software is integrated into the existing back-end systems.
Once the new CRM system is integrated into the existing systems and processes, Evorio thoroughly tests the deployment. This will typically include setting up a test group of key employees to use the system so usability feedback can be gathered.
Evorio will analyse and if necessary, cleanse the client’s existing data and import it into the new CRM system. Once imported, the client can opt for full user training prior to full deployment.
After the test rollout, Evorio will return to the client to ensure the wider rollout is consistent with the prior beta testing. Additional changes can still be made at this stage while the client gains familiarity with the new system.
For more information about our CRM consultancy services, please contact us.
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