Industrial Crm Via the Step System

By: Thomas Cutler

Commence offers lean industrial companies complete "Freedom Of Choice"
to select the solutions and platform that best meets the business
requirements of manufacturers and distributors. The comprehensive CRM
Industrial application suite is available for use on premise or
on-demand as a hosted service. Industrial leaders often build
departmental lean CRM solutions with the award winning Commence Lean
Industrial CRM Framework. These choices are why so many industrial
companies choose Commence as the solution for managing customer
relationships. All Commence Industrial solutions support mobile or
wireless connectivity and integration to back-office accounting and
ERP systems. The deployment of any CRM system takes proper planning.
In order to assist customers during this process, Commence has
developed S.T.E.P., (Strategic Targeted Execution Process). a proven methodology for the successful implementation of the Commence CRM solution.

S.T.E.P is the result of more than a decade of experience in providing
high quality business solutions to small and mid-size businesses. By
working with hundreds of companies around the world, the company
acquired the knowledge and skills necessary to design and deliver
business solutions that are easy to implement and easy to use. This
has allowed customers to realize the maximum value from products and
an immediate return on their investment.

S.T.E.P outlines the key areas of responsibility, resource
requirements and timeframes for implementation. This helps the
implementation team guarantee a timely, cost effective and successful
installation process.

Outlined below is a brief overview of S.T.E.P

STEP I: Needs Analysis

Before the process begins it imperative to review the strategic
objectives of the CRM implementation and to gain management acceptance
and commitment to begin the project. During this phase we clearly
define the policies and procedures for managing customer interaction
and discuss how the system will automate this workflow.

STEP II: Project Planning

A detailed implementation plan will be created and finalized during
this phase. It will outline the responsibilities of the
implementation team and those of in-house personnel. A system
administrator will be selected, as well as team members from each
department, who will work in conjunction with the vendor or system
integrator managing the implementation process.

STEP III: Implementation

It is during this phase that the software implementation will begin.
System configuration and administration will be completed such as
setting up security profiles, e-mail accounts, data entry for drop
down menus and data migration from disparate systems. Administrative
training will also begin at this time.

STEP IV: Testing & Quality Assurance

An operational prototype of the system is up and running at this time.
Operational issues are identified and resolved and basic modifications
will be made to tune the solution to the customers specific

STEP V: Deployment & Training

During this phase the CRM system will be completely operational.
Training will begin for all end users. Ongoing support will be
provided by the system administrator with assistance from Commence
Corporations support staff.

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