Industrial Crm Via the Step System

Commence offers lean industrial companies complete “Freedom Of Choice”

to select the solutions and platform that best meets the business

requirements of manufacturers and distributors. The comprehensive CRM

Industrial application suite is available for use on premise or

on-demand as a hosted service. Industrial leaders often build

departmental lean CRM solutions with the award winning Commence Lean

Industrial CRM Framework. These choices are why so many industrial

companies choose Commence as the solution for managing customer

relationships. All Commence Industrial solutions support mobile or

wireless connectivity and integration to back-office accounting and

ERP systems. The deployment of any CRM system takes proper planning.

In order to assist customers during this process, Commence has

developed S.T.E.P., (Strategic Targeted Execution Process). a proven methodology for the successful implementation of the Commence CRM solution.

S.T.E.P is the result of more than a decade of experience in providing

high quality business solutions to small and mid-size businesses. By

working with hundreds of companies around the world, the company

acquired the knowledge and skills necessary to design and deliver

business solutions that are easy to implement and easy to use. This

has allowed customers to realize the maximum value from products and

an immediate return on their investment.

S.T.E.P outlines the key areas of responsibility, resource

requirements and timeframes for implementation. This helps the

implementation team guarantee a timely, cost effective and successful

installation process.

Outlined below is a brief overview of S.T.E.P

STEP I: Needs Analysis

Before the process begins it imperative to review the strategic

objectives of the CRM implementation and to gain management acceptance

and commitment to begin the project. During this phase we clearly

define the policies and procedures for managing customer interaction

and discuss how the system will automate this workflow.

STEP II: Project Planning

A detailed implementation plan will be created and finalized during

this phase. It will outline the responsibilities of the

implementation team and those of in-house personnel. A system

administrator will be selected, as well as team members from each

department, who will work in conjunction with the vendor or system

integrator managing the implementation process.

STEP III: Implementation

It is during this phase that the software implementation will begin.

System configuration and administration will be completed such as

setting up security profiles, e-mail accounts, data entry for drop

down menus and data migration from disparate systems. Administrative

training will also begin at this time.

STEP IV: Testing & Quality Assurance

An operational prototype of the system is up and running at this time.

Operational issues are identified and resolved and basic modifications

will be made to tune the solution to the customers specific

requirements.

STEP V: Deployment & Training

During this phase the CRM system will be completely operational.

Training will begin for all end users. Ongoing support will be

provided by the system administrator with assistance from Commence

Corporations support staff.