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Engaging Quality Integrity to perform a Design Audit is like starting a new leg of a journey, but this time, better prepared and properly equipped. Part of the Design Audit process is reflecting back / looking in the mirror to learn from previous experiences. We look at your existing infrastructure: software and hardware; how leads, prospects, opportunities and customers are tracked, analyzed and managed. We explore how Outlook, Excel, inferior CRM solutions, poorly configured Microsoft CRM or even non-electronic tools have been used. Every new beginning is another's end - the Design Audit is essential in ensuring a successful user-adopted and utilized Microsoft CRM deployment.
At QI Microsoft CRM Professional Services we support all versions of Microsoft CRM and will identify potential conflicts with other implemented software solutions and vendors should a version / database upgrade be necessary. With a Microsoft CRM Design Audit (Express of On-Site) we take a look at your needs, what system you currently use, which one you need, and why you need it. If you do not yet have a CRM system but require one, Quality Integrity has over 20 years of experience in the CRM market and will expertly advise you on the best solution. While this website focuses on our Microsoft CRM capabilities, we also offer support for several other top tier comparable CRM solutions / CRM vendors. We have been delivering solutions that achieve better reports, pipeline visibility and ultimately a higher ROI.
Our formal business requirements process will clearly outline your needs allowing us to immediately commence working with your team to deliver your solution. Our process will take even conceptual ideas and begin to solidify them as we guide you through your vision to the next step. The Design Audit creates clarity.
A QI Design Audit and Prototype begins with discussing business objectives, goals and directions, key requirements and required fields you need in your CRM and workflow needs. Quality Integrity will analyze the existing system structure, infrastructure requirements, workflow and business processes, productivity, data conversion requirements and reporting tools. Additionally, screen design prototyping customized to your business needs to ensure high end-user adoption. Poor end-user adoption is one of the top three reasons for CRM deployment failures.
Quality Integrity Microsoft CRM Professional Services offers two kinds of Design Audits.
Express Design Audit
Takes approximately 2 hours of your time and 8-10 hours of ours and includes:
- Technical requirements
- Data import strategy
- Accounting and back-end integration review
- Training plan
- Security guidelines
- Timelines and investment summary
- Recommended steps
On-Site Design Audit and Prototype
Takes approximately 2 days on-site and a week of our time off-site. It includes everything from Express Design Audit and the following:
- Prototype customized database
- Hardware compatibility check and detailed scoping
- Back office integration review (ERP, Accounting, mainframe, etc.)
- Schema with high level data import mapping (preserves your existing data)
- Workflow processes for Sales, Marketing and Customer Service
- Goals with measurable reporting requirements
- Complete Rollout plan
- Blueprint Report with accurate costs, timelines, and responsibilities
Act Now
Still unsure how a Design Audit will benefit your company, consider these reasons from clients that have successfully implemented our Design Audit:
- The need for equipment and/or systems to be 'fit for purpose' prior to purchasing
- The need to identify potential risks and benefits
- To maximize standardization across various product ranges
- To update a product/service to reflect changing customer needs and advances in technology
- To introduce new innovations and grow as a business
- To achieve cost reductions, higher end user adoption, better reports, pipeline visibility and higher ROI
Your QISYS Microsoft CRM Design Audit connects you with an experienced Senior Systems Architect, who will create a clear road map for your business. Connected to our secure servers, you can then test-drive Microsoft CRM, review key differences, major enhancements, and the relations to your specific requirements. To start with your Design Audit contact QISYS Microsoft CRM at (678) 528-2607
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