"OnPath was able to take our preliminary requirements; mold them and deploy a robust and viable solution in under four months." Kinaxis/webPLAN Inc.
Successful CRM solutions must fully involve your entire organization, including people, processes and technology. Getting it right requires a thorough plan that identifies the organization's requirements in all of these areas.
Based on a variety of collaborative and investigative techniques, we provide an independent CRM requirement analysis tailored to your needs and designed to deliver superior business results over time. Our detailed requirements definition will ensure your CRM project sets off on the right path from the outset.
Our CRM experts will work with your organization to describe the critical architectural requirements that your CRM solution will need. We won't simply provide a standard software features list. Rather, through interviews, workshops, job shadowing, financial impact analysis, and audits of existing processes and technologies, we'll help you to:
- Design a preliminary data model that best captures business objects that will fully enable the enterprise.
- Detail the required workflow capabilities, security and permission models, scalability requirements, integration requirements, user interface/user access and more.
- Map out a phased deployment plan that will help ensure your organization embraces the CRM vision and has a visible roadmap to make it happen.
OnPath is a Certified consultant and solution provider for Salesforce.com, Microsoft CRM, Pivotal and Sage Saleslogix. We provide onsite and remote support for clients in Ottawa, Toronto, Montreal and North East USA. When you need to get your CRM deployment right the first time, we're the right partner.
Talk with us about developing a CRM requirements list for your organization.