Why choose UpCRM as Consulting Partner?

Why choose UpCRM as Consulting Partner?

Why choose UpCRM as Consulting Partner?

The UpCRM Solutions

A comprehensive set of solutions to enhance your customers’ journey.

Build company, products & organization around customer experience:

  • Define ambition around customer centricity,
  • Build processes & solutions around customer journeys.

Implement the environment in which employees are in plain contact with customers:

  • Implement solutions for Sales, Services and Marketing,
  • Deliver dedicated business process solutions.

Integrate with operational processes & systems:

  • Connect, access and transform any data across systems and applications

Understand customer situation and expectations:

  • Discovering, cleaning and sharing data,
  • Unleash the potential of real-time analytics.

The UpCRM Solutions

A comprehensive set of solutions to enhance your customers’ journey.

Build company, products & organization around customer experience:

  • Define ambition around customer centricity,
  • Build processes & solutions around customer journeys.

Implement the environment in which employees are in plain contact with customers:

  • Implement solutions for Sales, Services and Marketing,
  • Deliver dedicated business process solutions.

Integrate with operational processes & systems:

  • Connect, access and transform any data across systems and applications

Understand customer situation and expectations:

  • Discovering, cleaning and sharing data,
  • Unleash the potential of real-time analytics.

The UpCRM Solutions

A comprehensive set of solutions to enhance your customers’ journey.

Build company, products & organization around customer experience:

  • Define ambition around customer centricity,
  • Build processes & solutions around customer journeys.

Implement the environment in which employees are in plain contact with customers:

  • Implement solutions for Sales, Services and Marketing,
  • Deliver dedicated business process solutions.

Integrate with operational processes & systems:

  • Connect, access and transform any data across systems and applications

Understand customer situation and expectations:

  • Discovering, cleaning and sharing data,
  • Unleash the potential of real-time analytics.

The UpCRM Service Methodology

Discover Phase is organized as a top down approach based on three contribution layers:

  • Gathering of operational requirements and constraints with contributing key users,
  • Definition of the CRM project Implementation Strategy with key stakeholders (vision, scope, goals, KPIs),
  • Definition of the CRM processes inline with this strategy, including operational tasks & reporting and monitoring tasks, together with management teams.

During the Design Phase we elaborate the CRM final blue print, encompassing:

  • Functional architecture, design & release plan,
  • Technical Architecture, design & release plan,
  • Application integration, design & planning,
  • Migration strategy, design & planning.

Salesforce project implementation; Deliver Phase, is highly interactive, thus requiring to be managed using an agile and iterative approach. In the context of UpCRM Implementation methodology, each iteration constitutes a “Release” of use cases allowing execution of a business process.

The Drive Phase aims to accelerate the adoption process by CRM users. It is structured by a Change Plan allowing to successfully manage the dynamic interplay of several factors, which mutually shape each other, but have their own development during launch period of a new project.

Discover our 4D methodology

The UpCRM Service Methodology

Discover Phase is organized as a top down approach based on three contribution layers:

  • Gathering of operational requirements and constraints with contributing key users,
  • Definition of the CRM project Implementation Strategy with key stakeholders (vision, scope, goals, KPIs),
  • Definition of the CRM processes inline with this strategy, including operational tasks & reporting and monitoring tasks, together with management teams.

During the Design Phase we elaborate the CRM final blue print, encompassing:

  • Functional architecture, design & release plan,
  • Technical Architecture, design & release plan,
  • Application integration, design & planning,
  • Migration strategy, design & planning.

Salesforce project implementation; Deliver Phase, is highly interactive, thus requiring to be managed using an agile and iterative approach. In the context of UpCRM Implementation methodology, each iteration constitutes a “Release” of use cases allowing execution of a business process.

The Drive Phase aims to accelerate the adoption process by CRM users. It is structured by a Change Plan allowing to successfully manage the dynamic interplay of several factors, which mutually shape each other, but have their own development during launch period of a new project.

Discover our 4D methodology

The UpCRM Service Methodology

Discover Phase is organized as a top down approach based on three contribution layers:

  • Gathering of operational requirements and constraints with contributing key users,
  • Definition of the CRM project Implementation Strategy with key stakeholders (vision, scope, goals, KPIs),
  • Definition of the CRM processes inline with this strategy, including operational tasks & reporting and monitoring tasks, together with management teams.

During the Design Phase we elaborate the CRM final blue print, encompassing:

  • Functional architecture, design & release plan,
  • Technical Architecture, design & release plan,
  • Application integration, design & planning,
  • Migration strategy, design & planning.

Salesforce project implementation; Deliver Phase, is highly interactive, thus requiring to be managed using an agile and iterative approach. In the context of UpCRM Implementation methodology, each iteration constitutes a “Release” of use cases allowing execution of a business process.

The Drive Phase aims to accelerate the adoption process by CRM users. It is structured by a Change Plan allowing to successfully manage the dynamic interplay of several factors, which mutually shape each other, but have their own development during launch period of a new project.

Discover our 4D methodology

Technology Partnerships

Technology Partnerships