CPI Solutions - CRM Services
CPI can help you and your employees make better business decisions and get a clearer view of your customers:
Our Microsoft certified CRM consultants will use our proven implementation methodology to:
- Plan your deployment
- Install your Software
- Configure your system to your business needs
- Develop your customization using approved Microsoft methodologies
- Deploy your implementation in the most effective manner
- Integrate your CRM system with Cisco call manager for screen pops, click-to-dial and call tracking
- Integrate your CRM system to other systems
- Fully extend CRM by leveraging .NET tools
Implementation Options
CRM Quick Start (24 hours)
The quick start program is designed to allow you and your team to get the fastest start possible. It allows your team to explore all the capabilities of CRM in a safe Pilot environment to maximize your company's use of the product.
- A Free Evaluation Copy of Microsoft Dynamics CRM 3.0 Professional
- A CRM Server Software Installation (on one server) and up to 5 CRM Outlook Client Installations
- A guided CRM overview session
- High-Level CRM Needs Assessment
- Light System Configuration (3 screens modification of up to 10 fields)
- 1 Training Session
- 3 CRM Consulting Sessions
CRM Project Planning & Assessment
The planning and assessment phase is one of the most important phases in your project. Our certified Microsoft project managers will guide you through all your requirements and match them to all the CRM capabilities to reveal the most effective use of the system. You will end up with a comprehensive blue print on how your company and team will implement CRM to maximize your company's ROI. Here is the process we use:
- Identify business goals
- Analyze and document business processes
- Conduct onsite hardware and software assessment
- Install CRM software in a development environment
- Conduct gap analysis between business requirements and existing processes
- Create user interface templates
- Document any custom development and integration requirements
- Plan your data migration
- Deliver a detailed project plan & budget
Contact us online or call (805) 987-2222 to learn more about Microsoft CRM.
