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Best Practices Plan

Is what we refer to as xRM-Managed. Our team of CRM experts will engage with you from the very beginning of the process, ensuring that you get a CRM solution that precisely meets your business needs and maximizes your return-on-investment. This is the engagement model to choose if you want a CRM solution delivered on time and on budget that is guaranteed to meet your business needs. This engagement model includes Project Management and is the only engagement model that can lead to a fixed-price Statement of Work (SOW).

It is for customers who need project management, who need solution architecture and design, or who are looking for xRM to proactively lead and deliver a completed project via a scope of work contract. For customers looking for us to architect an end-to-end solution, manage the entire project, and deliver it in an agreed-upon schedule, we recommend the xRM-managed model. This engagement model starts with on-site requirements gathering that results in the production of a Strategic Analysis document. Our best practices approach also includes fit gap analysis, design, project management, development, testing, deployment, training, and post-development support.

Working together with members of your team, our consultants decipher your business practices, workflows, and pain points, and develop a strategy to improve your organization’s efficiency, security, and profitability through the implementation of innovative Microsoft technologies.

This is the model to choose if you want a CRM solution delivered on time and on budget that is guaranteed to meet your business needs. This is also the only engagement model that can lead to a fixed-price Statement of Work (SOW).