Strategic Analysis Phase

We strongly suggest starting your CRM process with our Strategic Analysis. When we are done, we might recommend that CRM is not the right product for you. Rarely does our analysis take more than one week. We interview users at all levels and ensure that proper expectations are set accurately. Additionally, part of our deliverables is a success criteria document that can be used with any CRM implementation partner. The Strategic Analysis is all about education. We educate you on CRM and via in depth information gathering sessions, educate ourselves on your business.

Here is an outline of our approach and what it entails:

1. High-level strategic analysis.
• Three days on-site at your business.
• Approximately two days are spent compiling documentation reg
2. Educating the customer.
• Detailed CRM Overview to give you an idea of what CRM can really do.
• We give you a customized CRM demo.
3. Due diligence efforts.
• Streamline questionnaires are given so we can further understand the scope of work.
• Further shadowing and requirements gathering are given.
• A comprehensive mockup is attained.
• Providing a detailed statement of work with expected cost.

CRM is a strategic long term decision for your company. More often than not companies are simply not prepared to start the process. They have not performed enough due diligence and they are not 100% clear on what value they are going to get from the solution. Additionally, they have no specific and documented short and long term goals for the product. Our strategic analysis will answer all your questions up front, before you make any large investments. We feel this process is one of the best investments your company can make.

From all of us at Streamline, thank you for the opportunity. We look forward to being of service. Please don't hesitate to ask questions. Contact Us

Services | Customization | Development and Integration
Proof of Concept Environment | Development and Environment | Strategic Analysis
Training | Support | Software/Hardware Sales | Data Migration
Pricing | Try Microsoft CRM 4.0

Choice Model

• On Premise
  The traditional CRM model whereby a company purchases all necessary software licenses and hardware and installs everything on their local area network. Learn More
• Partner Hosted
  This is when a Microsoft Partner who is a member of the Service Provider License Agreement (SPLA) offers hosted Microsoft CRM. Learn More
• CRM Online
  This is the hosted offering of Microsoft CRM that is hosted and managed by Microsoft. Learn More
• Hybrid
  This is the hosted offering of Microsoft CRM that is hosted and managed by Microsoft. Learn More