Setting the Standard in CRM Consultancy
At 3Li Global, our approach to CRM consultancy is crafted to not only solve today’s challenges but also future-proof your business for tomorrow. Discover how we bring strategy, expertise, and innovation to each partnership.
We start by delving into your specific business goals, challenges, and processes to gain a holistic understanding of your current environment. This assessment helps us identify CRM enhancements that can deliver the most impact. Our consultants conduct in-depth analyses to uncover areas where CRM could improve customer engagement, streamline workflows, and unlock valuable insights. Each professional and step ensures a comprehensive approach to setting up a CRM that perfectly aligns with your objectives.
Time Estimation:
1–2 weeksOur strategy includes a step-by-step roadmap outlining how we’ll move from planning to implementation, ensuring everyone is aligned on expectations, timelines, and outcomes. These planning steps create a structured roadmap, ensuring that each aspect of the CRM project is thoroughly prepared and aligned with your business objectives.
Outline the project’s specific goals, timeline, and deliverables. This includes identifying essential CRM features, integrations, and expected outcomes.
Assign tasks to team members, schedule milestones, and establish a realistic timeline. This ensures everyone is aligned on roles, responsibilities, and deadlines.
Plan how the CRM will be customized to fit unique business needs and determine integration requirements with other tools, setting a clear path for implementation.
Identify potential challenges, such as data migration issues or integration limitations, and outline proactive strategies to address these risks, minimizing disruptions during implementation.
Develop a communication strategy to keep all stakeholders informed throughout the process, ensuring their input and feedback are incorporated to align the CRM system with broader business goals.
Time Estimation
2–3 weeksLet’s discuss how a customized CRM strategy can drive value for your business. Schedule a consultation now.
We implement your CRM while ensuring smooth integration with your existing systems, from ERP to marketing platforms. This guarantees a unified workflow across departments. We make refinements as needed to optimize your CRM’s impact.
During the execution phase, a cross-functional team works together to bring the project plan to life. This team typically includes CRM consultants, developers, solution architects, and quality assurance specialists, each contributing their expertise to ensure the successful deployment of the CRM solution. The project manager ensures the team stays aligned with the project goals, timelines, and client expectations, while also managing any risks or challenges that arise.
The sprint methodology in the execution phase focuses on breaking down the project into manageable, time-bound segments that allow for iterative progress and continuous feedback. Each sprint is designed to accomplish specific tasks, starting with initial setup and configuration, followed by the development and customization of key features.
We focus on setting up the CRM platform for your initial business requirements.
This may include custom dashboards or automating workflows to increase efficiency.
We run end-to-end tests on the CRM system to ensure it works seamlessly.
After confirming with your team, we deploy the solution for a smooth handover.
Testing and refinement ensure that the solutions meet the required standards, while the final review and deployment phase solidifies the project for a seamless transition. This approach ensures flexibility, allowing teams to adapt quickly to changes, identify potential issues early, and deliver high-quality solutions on time.
Time Estimation
4–8 weeks
Once your CRM is live, we monitor its performance, making proactive adjustments to keep your system running at peak efficiency. Our consultants provide regular training sessions and refresher courses to help your team get comfortable with new features and leverage the CRM to its fullest potential.
Depending on our client’s future plans, we are ready to help with:
We continually look for ways to improve your CRM experience, implementing new features and updates as they become available to keep your system cutting-edge.
With a team of over 50+ experts empowering clients in 15+ countries, we’re here to help your business grow. Drop us a line at hello@3li.global or fill out the form below, and we’ll get back to you within one business day.
