Spinnaker’s proven and mature project management methodology emphasizes risk management, change control and milestones. It takes more than staffing resources and technical expertise to make large-scale corporate projects successful. It takes an in-depth understanding of a client's individual business processes, organization and operations. 

A Spinnaker CRM consultant takes systematic steps to identify the specific CRM design that is best for your organization.  Through its methodology and best-of-breed project management team, Spinnaker awards its clients and partners with the most detailed framework through which to identify pain points, design CRM systems and execute a deployment to improve processes and effectiveness throughout an organization.

Envisioning Stage

A Spinnaker CRM Consultant will define the vision and business objectives that will be supported with the CRM technology. Examples of common objectives are:

• Better customer interactions by all departments through access to more accurate and timely information
• Effective customer-centric procedures that can be easily adopted by all employees
• Greater revenues and increased market-share as a result of operational efficiencies and more targeted communication
• Shared view of prospects and customers by Sales, Marketing and Support teams

 Design & Planning Stage

CRM design will define new business processes, target the vision and identify required custom development work. Configuring the solution touches on several areas:

• Define customization required vs. out-of-the-box functionality
• Identify user groups and usage requirements
• Recommend add-on products that will further enhance the solution

Development Stage

After the CRM design is complete, Spinnaker will build organization and process structure through configuration, customization and construction of the major business changes defined in the CRM systems. Develop an implementation plan that can be realistically and effectively executed. Key elements to the plan include:

• Define strategy for roll out and management/migration of data
• Assign roles for adoption of the CRM systems
• Identify team for internal quality assurance and user testing

Deployment Stage

Our CRM consultant will validate, integrate, and implement new business processes, the software package, production technology, security and controls, and organizational infrastructure changes. Roll out – execute the implementation. During the implementation there are additional considerations that will help to prepare users for the transition:

• Reiterate expectations of the new system
• Assign “go-to” people within organization to help support users transition to new system
• Recommend approach for measuring process improvements

Project Completion Stage

Provide feedback to all parties through documentation that details customization completed, implementation requirements met, etc.

Methodology is the foundation for ensuring that an organization’s requirements are heard, understood and answered through the CRM implementation; organizations willing to explore and accept a methodology as a part of the deployment stand a far greater chance of success in incorporating CRM into their business.