Whole New Web offers CRM implementation services for small and medium sized businesses, with a particular focus on Hubspot customers, due to the positive reinforcement in lead conversion these two systems achieve when linked.
Our ability to understand your business, and dig in to the details of the way you work, will result in a CRM implementation that brings you additional competitive advantage. Our many years of business experience in different industries allows to understand and assess how your company works. We will complete a needs assessment, where our methodology and business experience are brought to bear.
We know who to talk to in the different areas of your organization, and what questions to ask them. We facilitate a dialog that results in a consensus-based prioritization of the business needs of departments. Our Socratic approach values the input and experience of everyone from senior leadership and managers to end-users and administrative assistants. We want to listen to and learn from anyone who knows your company and its products and who needs to use CRM to your advantage.
The result is CRM Roadmap for your the stages in your successful CRM implementation. Effective prioritization means that the most critical items will be implemented first, jump-starting the ROI on your CRM investment. We work with you at every stage to ensure you and your team are utilizing your CRM system and to continue to evaluate your needs, and can add features and capabilities as your business grows and the need for them is established.
Conceptualization
The Concept Phase of our CRM consulting process begins once the customer has accepted the proposal. In order to initiate work, the customer must provide a signed copy of the proposal, which includes the Scope Statement or Statement of Work, a deposit, and a purchase order if required by the customer for payment. This Phase ensures that the assigned project manager and team have a process to fully understand the deliverables and budget for the engagement in greater detail. The Visualization Phase is initiated by the assignment of the project manager and is completed when the project team fully understands the project’s deliverables and budget.
Defining the Target
In this phase, we dig into your business model to identify low-level requirements for a customer relationship management solution. This is done business unit by business unit. The end result of this requirements gathering is a blue print for building a successful CRM implementation. A common by-product of this phase of our CRM consulting process is a better understanding by the customer of their own business.
Develop the CRM Solution
The Development Phase provides the assigned project team with a process to complete the development of the customer relationship management system, as specified in the Design Phase. All of the information gathered and analyzed in the Design Phase is the basis for a successful Development Phase. This Development Phase begins with the completion of the Design Phase. The bulk of the Development Phase ends with the installation of the system in the Apply Phase, however some development tasks may continue through the pilot testing and evaluation.
CRM Implementation
The Apply Phase provides the Project Team with the process to successfully manage and deliver the project. This is the phase where most of the actual hands-on work takes place, and is the most challenging of all of the phases for the Project Manager and the Project Team.
Capturing Value
The Capture Phase is designed to provide the Project Manager with the process and tools to properly close out or transition all aspects of the customer relationship management project. This phase of our CRM consulting process ensures that all deliverables were completed, that the goals of the project were achieved, the customer is satisfied and obtaining a return on investment. Once the Capture Phase is completed, we move into our innovative Grow Phase.
Preparing For Future Growth
The Grow Phase provides the Project Manager and the client tools to review their customer relationship management system against the current business environment. Suggestions are made both for using already available features to greater advantage, and adding additional features that might bring greater usefulness to the system. Future phases are discussed and planned