CRM IMPLEMENTATION
& DATA MIGRATION

PROJECT OVERVIEW

ThinkTech’s digital team will work collaboratively with the client’s team to execute the data implementation and migration project. The migration process is composed of the following phases:

Step 1: Assessment
Step 2: Data and Process Migration & Initial Set-Up
Step 3: CRM Advanced Configuration
Step 4: Solutioning and Adaptation

The purpose of the CRM implementation and data migration project is to transition data and processes from one system to another. It aims to centralize your marketing, sales or any other business processes from one or more source systems into a destination system in order to increase efficiency through automation, streamline business processes, enable and leverage from data collection and save you money from paying multiple platforms.

PROJECT SCOPE AND PRICING

The pricing of the project is dependent upon the following:
1) The ‘Data and Process Migration & Initial Set-Up’ phase,
2) Any additional services required under the ‘CRM Advanced Configuration’ and ‘Solutioning and Adaptation’ phases

PHASES

Assessment

The assessment phase consists of analyzing the viability and scope of the migration project, understanding your sales and marketing processes to assess its compatibility with CRM, and providing the price and timeline estimates for the project. This phase will help you understand the migration process and its implications to your business.

Data Process and Migration

The data and process migration & initial set-up phase consists of multiple steps to properly execute the migration project and ensure CRM is ready for your team to use. The steps are solutioning to business processes, data mapping, data cleansing, sample imports, client access, actual migration and initial set-up. This phase requires collaboration with your team to find optimal solutions and processes for your business.

CRM Advance Configuration

The CRM advanced configuration phase is applicable to CRM Pro packages and/or access to the custom reports feature. This phase is intended to help your team configure the advanced features in CRM that works for your internal, business processes

Solution and Adaptation

The solutioning and adaptation phase aims to help you and your team adapt to the CRM system and provide solutions to streamline processes. This includes CRM training to understand all the features included in your package and how to best leverage such features in your business. This phase is optional and offered upon client request.

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