A seamless process

Our implementation process is divided into six successive phases.

Step by step through the SMARTCRM implementation

No CRM project exactly matches the other. And yet, when it comes to the required functionalities, processes to be mapped and interfaces, there are more parallels than differences. In our more than 30 years on the CRM market, we have therefore developed and established a clearly structured process which will remain comprehensible in every phase to you as a new customer.

A successful CRM has system – just as the implementation of SMARTCRM.

The pillars of this process

  • Clarifying all requirements
  • Mediation of the core message “CRM is a company philosophy” for a broad user acceptance
  • Customized software concept
  • Close cooperation in each project phase
  • Qualified trainings
  • Continuing support

Phase 1

In the first step, we agree together on the joint project and the implementation of SMARTCRM in your company.

Phase 2

We install SMARTCRM for the key users you have designated in advance.

Phase 3

Do you have ERP, DMS or any other software solutions that need to be connected to SMARTCRM?
If so, we will set up the appropriate interfaces for you - and quickly and easily transfer your data directly into the CRM system.

Phase 4

The followig training courses are tailored to your requirements. We will show your key users how to use SMARTCRM and everything important concerning system administration.

Phase 5

After the training course, the key users work with SMARTCRM in pilot operation.

Phase 6

In the workshop that follows, you and your key users will give us detailed feedback on the pilot operation. Together we will discuss your requirements and their implementation.

Phase 7

Now the "fine-tuning" of your SMARTCRM takes place. We adapt your CRM system to the requirements defined in the workshop.

Phase 8

We bring the system into your network and onto the notebooks of your field service colleagues - in other words, wherever you want to work with the CRM solution.
Then we train your users. And then you can get started with your SMARTCRM.

Real start, and now?

Of course, we will be there for you, to answer your questions, to introduce innovations, to develop further your CRM system and to train your new colleagues.

Since your satisfaction is our goal.

Experience SMARTCRM live

Would you like to get to know SMARTCRM better? Then, our free of charge and non-binding online demo is the right thing for you!

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