An implementation is not the same as a setup. Setup is turning things on. Implementation is changing how a team works, which means the configuration is maybe forty percent of the job and the rest is data, training and the awkward conversations about what your process really is.
The phases
Discovery
Sessions with the people who sell and the people who deliver. We document the process as it exists, including the undocumented bits.
Configuration
Modules, fields, layouts, pipelines, roles, permissions and automation built to that documented process.
Migration
Extract, clean, map, test migrate, validate against source, then migrate for real.
Training & handover
Role-specific sessions, recorded walkthroughs and written documentation, plus a support window after go-live.
What you get at the end
- A configured CRM matching your documented process
- Migrated and validated data
- Website, email and phone capture wired in
- Dashboards for each role
- Documentation and training recordings your future hires can use