How we Help

As an independent CRM consultancy, we can provide unbiased guidance on the ‘pros’ and ‘cons’ of the market-leading products whilst helping you understand their long-term total cost of ownership and future roadmaps to ensure you make a wise investment.

We work with your teams to understand your business, goals and detailed requirements. We will take this information and use our experience and in-depth knowledge of the market leading products to produce a ‘fit-gap’ analysis, detailing the % fit of each product in terms of the requirements being met by ‘out of box’ functionality, standard configuration (i.e. without code), bespoke development, workflow or a third party solution.

Fit/Gap Distribution

  • Standard Features
  • Configuration
  • Workflow
  • Customization
  • ISV Solution

Benefits at a glance

  • You will understand which product(s) best meets your requirements
  • You will see what areas of functionality from each product will be used and the different options available (there are often multiple ways to achieve an objective)
  • Accurate and competitive implementation costs
  • Accurate delivery timescales
  • Understanding of the 3-5 year cost of ownership
  • Understanding of the user licenses required
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HOW READY ARE YOU TO CHOOSE A PRODUCT?

Are you aware of the different products available, their full capabilities and the gaps in your existing systems?

Have you identified how your functional requirements can be met through a CRM solution?

Do you understand the differences between a configured and customised solution and the impacts of these on long-term cost of ownership?

DID YOU KNOW?

Spending a little bit of time upfront now choosing the right product can potentially save a lot of money in the future.

You can minimise long-term cost of ownership by choosing carefully how you design and align your processes to your chosen product.

ACTIVITIES & OUTPUTS

The fit-gap analysis is usually undertaken once business process workshops have been completed and functional requirements have been gathered.

  • Review functional requirements
  • Report detailing the % fit of each business solution against functional requirements;
    • ‘Out-of-box’ functionality
    • Configuration
    • Workflow
    • Customisation (i.e. bespoke development)
    • Integration ISV (third-party solution)
  • Produce an overview of implementation and license costs, plus timescales
  • Discuss and agree best overall product(s) for the business
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Get a Quotation

Have a vision, goal or issue you need help solving?

Call us today on 01296 328 689 for a consultation with a member of our team and a no obligation quotation.

Get in Touch

CASE STUDIES

Rayleigh Instruments

DAVIES GROUP

NEWELL BRANDS

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