CRM Implementation Services
Microsoft CRM Implementation and Pivotal CRM Implementation
With over 50 CRM implementations under our belt, Red Clay is experienced and equipped to handle projects ranging in size from family-run HVAC companies to multi-national manufacturers with locations across the globe.
Red Clay Consulting provides implementation and integration services for both Microsoft CRM and Pivotal CRM systems.
Every Red Clay implementation includes:
- Development of project objectives and scope
- Determination of critical success factors.
- Detailed project plan
- Dedicated project management
- Translation of all functional requirements into design specifications
- Process definition for those areas addressed by the application
- Data migration from legacy systems
- Microsoft CRM or Pivotal CRM system implementation and customization
- Documentation of basic workflow between departments
- Detailed design and installation
- User acceptance testing of the system
- Security testing
- End user training