Good preparation is half the battle. That's why, before we embark on a CRM implementation journey, we first get to know your company better through the Bluescan. During this strategic session, we lay the foundation for a successful implementation. And did you know that you can now also purchase the Bluescan as a separate product? It's time to tell you more about this first step towards more customer-centric working…
“What's in the sales pipeline and why is our company losing orders?”
Nowadays, customer loyalty is no longer a given. That's why a well-designed sales process is more important than ever. Companies come to us when they lack an overview. Naturally, a well-designed CRM solution there's the answer. But to best help your company, we won't start an implementation right away.
What about the Bluescan?
Because good preparation is half the work. This prevents the project from running over budget later, with all the associated costs that come with it…
First, we want to get a good understanding of the situation. Phase 1 of our approach is therefore the Bluescan. During a one-day (or half-day) strategic session, we look together at what your organization wants to achieve and what is needed to get there. What does the Bluescan look like in practice?
The Bluescan in brief
We prefer to visit your location so we can get a feel for the atmosphere within your organization and truly understand what's going on. During an in-depth session, we'll take ample time to explore the following issues together:
- Where is the organization at right now?
We are mapping out what's going well and where the biggest challenges lie. - What are you struggling with?
We discuss bottlenecks, obstacles, and impediments that hinder growth, change, or optimization. - Where do you want to go?
We help you make your ambitions concrete: what are the goals, what horizon do you see for yourself? - What prerequisites are necessary?
Consider resources, systems, support, and a suitable timeline. - Which people are needed?
We are looking at the necessary knowledge, skills, and collaborations to realize your plans.
The same day – or within a few days – we will present the roadmap, in which we outline the duration, steps, and phases of the CRM implementation. After two weeks, we will present our project plan.
And now: the CRM implementation
After running the Bluescan, you have a choice: do you want to continue with us as implementation partner, or do you choose a different route? Both options are possible – and both are absolutely fine.
Will you choose us as your implementation partner? Then we will proceed directly. We will immediately put the advice from the Bluescan into practice. We will start with the blueprint for growth, our quick and practical basic implementation, allowing your company to get started immediately without any hassle. After that, we'll customize the CRM system step by step. The result: a solution that perfectly fits the organization, integrates with the ERP system, and maximizes your process.
Are you choosing a different implementation partner? We are providing you with the complete Bluescan report. This will give you and your new partner a clear roadmap, ensuring a flying start to the implementation. Our goal remains the same: to provide your (manufacturing) company with the insight and overview needed to work more customer-centrically.
