Preact Limited

Vandervell House, Vanwall Road, Maidenhead

Berkshire SL6 4UB

Phone: 0800 381 1000

www.preact.co.uk

Why Partner with a CRM Consultant?

Introduction

www.preact.co.uk

Tel: 0800 381 1000 or +44(0)1628 661810

Although Customer Relationship Management technology is now a

mature industry, professional research continues to make gloomy

assessments of how many CRM projects are failing to achieve their

goals.

One such report from Gartner revealed that at least 50% of CRM

projects fail to meet their objectives.

CRM projects can go wrong for a variety of reasons but the gap

between going live with a new CRM database and the objective of

getting users to generate value from the application is often under

estimated.

Unlocking the benefits of CRM

The most successful organisations exploit their CRM activities and

applications to great effect. Many teams increase the effectiveness of

their CRM technology by first utilising CRM consulting services.

The objective of a CRM consultancy is to help a business develop CRM

practices – or enhance those already in place.

A CRM consulting firm like Preact will work with you to assess your

processes and procedures to design a solution that addresses your

needs effectively and economically.

The result? Reduced costs, better client retention and CRM driven

growth.

Planning for CRM Success

www.preact.co.uk

Tel: 0800 381 1000 or +44(0)1628 661810

Successful CRM projects don’t just happen. All projects need careful

planning to manage the risks and maximise the returns.

Experience shows that there is a direct link between the amount of time

invested in preparing for the project and the perceived returns.

It can be tempting to rush into implementing a system but the result is

likely to be a CRM application that creates little profitable value.

Effective planning doesn’t have to be time consuming. A CRM partner

will help you formalize your goals, identify risks and prioritise

requirements in line with your budget and timescale.

Avoiding the pitfalls of CRM

Even a well planned project can still unravel during the implementation if

team members fail to adopt the system.

The CRM implementation process can involve navigating a variety of

pitfalls that may derail a project.

Areas like scoping, system design, building a database, data import,

integration and user acceptance testing can be poorly executed in the

hands of an inexperienced practitioner. This is especially perilous for

anyone embarking on a CRM project for the first time.

In particular, users will not stay on board if the project fails to deliver

what they were expecting. From this point it can prove an

insurmountable task to gain widespread user adoption.

A CRM partner will ensure the defined project vision is translated into

action by working with all key stakeholders to project manage the

delivery of work.

www.preact.co.uk

Tel: 0800 381 1000 or +44(0)1628 661810

Analysis Design Development Deployment

• Pre-scoping workshop to

be�er define the

requirement & introduce

a solu�on

• Assess viability of exis�ng

processes before CRM

implementa�on

• CRM scoping to define,

review & revise business

processes

• Confirm CRM project

budgets

• Iden�fy internal resources

& confirm project roles

• Assess project risk factors

The role of Preact in the CRM Project Implementation

We implement CRM projects using proven Sure Step 2012 methodology. Consistent project management tools

and best practices ensure that our delivery team efficiently deploy and configure CRM solutions.

We combine this with Agile delivery methods so we’ll adapt to your changing requirements and work to your

priorities – even if they change.

• Crea�ng a project charter

confirming project aims,

responsibili�es, scope,

milestones & CRM success

criteria

• Create a statement of

work to break down

deliverables & reduce

project scope creep

• Formulate a CRM user

adop�on strategy

• CRM report design

• Carry out the database

system build in line with

the statement of work

• Complete CRM client

configura�ons

• Manage project change

requests

• Develop the CRM project

in line with the agreed

�meline & budget

• Complete trial and live

data migra�ons

• Oversee CRM user

acceptance tes�ng

• On-site go live assistance

• Project review mee�ng &

assess success criteria

• CRM phone support &

remote dial in help

• Plan subsequent CRM

implementa�on phases

• Deliver new CRM

requirements

• Leading CRM project management and reducing project team workloads

• Chair regular project status mee�ngs to confirm accomplishments, milestones, decisions, risks & planned ac�ons