At Serversys we understand
that introducing a CRM and/or Help Desk solution to your organisation
can seem daunting. We’ve gained extensive experience at
ensuring the organisation’s we work with achieve highly
successful CRM and Help Desk implementations, including Goldmine and Sage CRM solutions.
Our proven, well tested methodology includes taking a phased
approach to project implementation which incorporates a review
of post-implementation support and training needs.
Project definition and system requirements review
Our Business Consultant gains a complete understanding of all
relevant procedures and requirements from all areas within
the organisation, and across all user groups. The review includes
the identification of day-to-day operations, weekly reports,
management views and director overviews.
Process design and documentation
Your assigned Business Consultant will next decide how your CRM
or Help Desk Solution will be customised to meet all of your
requirements. Processes will be designed, and a clear road map
of your project identified. All findings are documented for review
by the Project Manager at your organisation.
Implementation and testing
Installations are undertaken by fully qualified Serversys Consultants, working
closely with an assigned System Administrator from your organisation (so you
gain a true understanding of the back office workings of your solution). As part
of the implementation process, your solution is configured to meet the document
produced by your Business Consultant, all remote sites/users are set-up, and
a full test of your installed solution is carried out.
Integration
Your system will now be ready for any custom development work or integration
with other existing systems. This will again be carried out by qualified Serversys
Consultants and once again we will work to the specification of your Project
Definition and System Requirements document.
Data conversion
Serversys has vast experience in data conversion from many different
product sources. Using in-built solution tools or powerful
external data conversion tools, we ensure this vital process
runs smoothly and leaves you with all the information that
you require within your new CRM or Help Desk solution.
Training
Using our years of experience Serversys will design a training
progra to suit all user groups within your organisation.
Training takes place on completion of implementation, so that
we can ensure relevancy and familiarity with training based
upon your own customised solution.
Support
Following implementation and training there are sure to be various
technical queries that you will need answering. The Serversys
support team ensures all of your technical needs are dealt
with in an efficient and appropriate manner. Our Service Level
Agreements are strictly adhered to at all times.
For further information about our Consultancy Services please
contact us on 01491 870 100
or
email us at sales@serversys.com |
