How we work
Our team has implemented systems at banks, insurers and railways. We know success depends on the plan, communication and whether the team embraces the change. We take care of that.
We get to know your process, team and systems, and tell you what we'd change first.
If the scope is unclear after the first call, we go through the process together in more detail. That makes the proposal more accurate.
A clear scope, timeline and price.
We send a list of the access, contacts and environments to prepare, and set them up together.
We go through how each sales team works, one team at a time.
You prepare client and deal data for migration using our template.
We configure the system, connect integrations and migrate data, with regular progress updates.
We show the first version of the system and collect your feedback, which we implement before launch.
On launch day we train the team to work in the new system.
We answer the questions that come up once people start.
We watch how the team uses the system: whether fields get filled in, deals move through stages and automations run. When someone struggles, we offer a session ourselves and adjust the system.
Per sales team. With several teams, we discuss the process with each one separately.
We start within 2–3 weeks of signing. Implementation usually takes 3–6 weeks.
| Žingsnis | Apytiksliai |
|---|---|
| Prieigos | 30 min |
| Proceso aptarimas | 1 val. |
| Duomenų paruošimas | 1 val. |
| Pirmos versijos demonstracija ir pastabos | 1 val. |
| Paleidimas ir mokymai | 1 val. |
| Klausimai ir atsakymai | 30 min |
| Iš viso | ~5 val. |
Afterwards we'll send a proposal with scope, timeline and price.