Project Management
With many factors to consider to ensure a successful Microsoft CRM implementation, Excitation will assign your Dynamics CRM project an experienced project manager that will manage your Microsoft CRM project from pre-sales, scoping and functional specification through to completion, project review and handover to our internal Microsoft CRM support team.
All our project managers are Microsoft CRM experts and their skill and experience around Microsoft CRM is a primary reason for our Dynamics CRM projects being delivered on time and to budget.
Your project manager will liaise closely with you to ensure a successful Microsoft CRM implementation, overseeing the following areas:
- Project management
- Business process design
- System design overview
- Input into key milestone and review points
- Data cleansing audit
- Providing ongoing advice and assistance
- Report development overview
- Tailored training schedule
- Go live assistance
- Ongoing project review
London First required a replacement for an existing Goldmine system, and a CRM partner that could successfully migrate the existing database to a new CRM system.
" Excitation has enabled us to easily build highly targeted lists against member profiles..."
Read the London First case study