Products: Microsoft Dynamics
CRM, Microsoft Dynamics CRM
Online, GoldMine
Beringer Associates has over 14 years of experience helping
businesses plan,
implement and support Customer
Relationship Management initiatives. Our implementation
methodology has been used to help hundred businesses across the
country achieve success with CRM. Whether your business has 5 or
500 employees we can help plan and execute your CRM project.
Needs Analysis, Project Planning and Proof of Concept
We offer Needs Analysis, Project Planning and Proof of Concept
services to assure your implementation is properly planned and
that the plan is validated prior to investing in CRM software.
We begin by performing a FREE CRM Needs Analysis
session with your management/project team. This session is a
review of your goals and objectives as well as the challenges
your business is facing. We educate your team on how CRM
technology can compliment your overall goals and assist in
proper product selection.
The next step is to perform a full Project Planning session.
During this session one of our senior CRM consultants works with
your project team to develop the blue print for your project. We
address all aspects of a successful CRM initiative including:
Business process review
Detailed definition of goals across sales, marketing and customer
service
Review of CRM products and how they fit your goals and objectives
IT infrastructure review
Customization requirements
Data Migration
Data Analysis/Reporting requirements
Integration requirements
Automation/Workflow
Gap Analysis
Training
We provide a written Project Plan and Scope of Work that serves
as the blueprint for the project. This detailed document
contains goals and objectives, business process review, gap
analysis, deliverables, timelines, roles and responsibilities
and more.
Proof of Concept
We can also validate the plan by providing a Proof of Concept
phase. During this phase we build a virtual server in our data
center to allow you to evaluate the recommended CRM software.
This allows your project team to evaluate the project as a whole
before committing to a software license purchase.
Implementation
During the implementation phase we provide technical resources
to implement the software, provide customizations according to
the project plan, migrate your data, perform reviews of the
system, conduct end user training and provide you with support
following the implementation.
We also offer QuickStart CRM packages that are
fixed fee/fixed scope implementations designed to get you up and
running quickly and within budget decreasing your time to value.
Contact us today to schedule your FREE CRM Needs
Analysis and to discuss how we can work together to
assure your success with CRM!
"During my tenure at Volvo I have had the opportunity to work with
several of the top consulting firms in the country, I would rate
Beringer Associates as one of the best that I have worked with"
Bryan Smith - Vice President of Operations - Volvo
"I can't say enough about Beringer. They're always there, helpful and
very knowledgeable. With lots of people involved technology can really
get wrapped around the axle, they've done a wonderful job with us"
Joe Paglione - Eastern Instrumentation
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Six Steps to CRM Success
1. Envision - Take a step back and define what CRM means to
your business. Define objectives and project goals along
with expected return on investment.
2. Planning - Focus on process! It is easy to get wrapped up
in the features of CRM products. Features are typically not
important until your needs are defined. The planning portion
of the project defines your business processes and outlines
how CRM will enhance your overall operation.
3. Design - When designing your CRM strategy there are many
considerations. Phasing is very important in a CRM project.
Evaluate all business applications in your organization and
all customer touch points.
4. Deployment - During this phase keep business interruption
to a minimum. Create a deployment plan that minimizes the
impact to both employees and customers.
5. Training - The proper amount of training is critical. Set
minimum system use requirements up front and communicate
these to the users.
6. Support - Build the proper internal and external support
channels prior to go-live. Make it easy for users to get
answers to questions and problems quickly.
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