Implementation
Seamless implementation. Just how you need it.
A strategic and personalised approach to implementation
We know that the ‘one-size-fits-all’ approach to CRM implementation isn’t the best method.
Our team will follow a consultative and personalised approach to understand your business processes and what you want your CRM to achieve, and them implement the solutions to make this happen.
Our consultants bring their experience from working in the membership sector to work with you on the best solutions. This might mean updating business processes, integrating systems, and supporting your team with training to use the system.
We’ll support you every step of the way.
Some of our many clients
How we work
We’ve been doing this for many years, for very many membership organisations.
Implement
Experienced consultants implement your solution on time and on budget. We help you implement the best-fit technology to meet your short and long-term strategic needs.
Develop
Proven agile methodology is used to implement your system to your strategic needs and your budget. Our project managers keep tasks on track.
Connect
We are Cloud Integration Specialists and with experienced developers and tools, we will connect your CRM with a range of third party solutions using our Cloudtoolz platform.
Empower
We will provide training, support and resources to help your team feel confident using their new system. Be empowered to develop systems further independently.
Helpful resources
What to look for in an implementation partner?
As you’ll be working closely with a partner throughout the implementation process, it’s essential to choose one that will be a good match for your organisation. Our CEO, Alan Waitt, shares his thoughts on what to look for in an implementation partner.
What does the implementation journey involve?
From software selection to go live: The steps involved in a CRM implementation journey
What causes a CRM Implementation to fail?
Our Marketing Manager caught up with our CEO, Alan Waitt, to discuss what can lead to a project failing and, more importantly, how to avoid it.
How can we help?
Additional consultancy services
Choosing your CRM
Support for your decision making. Help identifying the products and services right for your needs and the costs involved.
Ongoing support
We’re not the type to integrate and run, so we’ll be on hand, online, on the phone for all the support you’d need with your CRM system. We’re not a room of bots, we’re real human people who care about providing the best service possible.