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Implementing Aurea CRM: Our Step-by-Step Approach

A successful CRM implementation is not just about technology – it's a change process that connects people, processes, and systems. For this reason, Bluedesk uses a fixed approach for every Aurea implementation. With the Blueprint for Growth We provide a solid foundation and create a tailor-made route.

Why a thorough start?

Before you start a CRM implementation, you want to know exactly where you stand and where you want to go. In our Bluescan sessions, we inventory bottlenecks, determine goals, and establish parameters. This way, you prevent projects from running over budget and can make targeted choices. Afterwards, you will receive a roadmap and a project plan that will be further developed by your team and our consultants.

The Five Steps of the Blueprint for Growth

  1. Strategic sessions & goal setting Together, we will determine what the organization wants to achieve and how CRM can contribute to customer centricity and chain optimization. We will analyze bottlenecks and choose the most effective direction for solutions.
  2. Quick setup of a solid foundation With our proven blueprint, we realize a minimum viable product (MVP) in a short period of time. We collaborate intensively on-site, involve users, and test frequently.
  3. Configuration of specific processes - Now that the foundation is in place, we'll customize the system. We'll configure processes for sales, service, and integration with ERP, ensuring everything connects seamlessly.
  4. User adoption – In weekly sprints, we deliver new functionalities and train users. This creates buy-in, allows employees to provide feedback, and makes them co-owners of the system.
  5. Management, support, and optimization – After delivery, Bluedesk remains your sparring partner. You get a dedicated support professional who knows your organization inside out and is ready for questions and optimizations.

Our Promise

Bluedesk has over twenty years of experience with CRM implementations. The experience translates into faster trajectories, fewer surprises, and high user adoption. We form long-term partnerships and continue to think about further development. With clear roadmaps and intensive guidance, we challenge you to critically examine processes so that the CRM solution truly adds value.

Practical example: Social Work Netherlands

Social Work Netherlands represents over 500 social work organizations. They had an outdated interface and too many ad hoc systems. Thanks to the new CRM solution, the interface was improved, employees could work more efficiently, and the project stayed within time and budget. The new system functions as a central hub for member management, service requests, and marketing, and forms the basis for further digital growth.

How does the Bluescan work?

A consultant visits your organization for a day (or half-day) and investigates the current situation, challenges, and ambitions together with key users. On the same day, you receive a roadmap, and after two weeks, a project plan.

We work closely together: users are involved in sessions, test functionalities, and provide feedback. This creates a solution that fits your culture.

Yes. By working in sprints, you can make adjustments after each phase. We continuously align, ensuring the solution remains a good fit for changing insights and market developments.

After delivery, our support department takes over. You will get a dedicated contact person who knows your processes and can help you directly. Furthermore, we regularly review optimizations and new integrations together.

Would you like to discover how our approach can help your organization move forward? Contact us for a no-obligation introductory meeting.

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