SMARTstart is a robust and proven methodology that delivers successful business outcomes for CRM implementations at Enterprise level.
Through a blend of project management best practice and expert CRM knowledge, the SMARTstart approach ensures that we are always aligned with your key business requirements and focused on your ultimate satisfaction with the results.
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Guiding Principles:
Transparency
... is the best policy!
Successful projects are founded on openness and collaboration, so we work hard to earn and maintain that trust through regular reporting and meaningful feedback.
KISS
Keep It(eratively) Simple!
Following Agile methodology and other project management best practices, we will build, design and test your CRM solution iteratively. Our proven method is designed to get a working example in front of you as quickly as possible. Anyone can talk a good game and draw a world-beating design on the back of a beermat, but we prefer to walk the walk by putting the proof in your hands.
Risk Reduction
"Named must your fear be before banish it you can." - Yoda, from Star Wars: The Empire Strikes Back
For successful project delivery at Enterprise level, it must be underpinned by sensible and proportionate risk management. By using regular checkpoint reviews and the use of best practices and templates in our approach, we can identify and manage the risks appropriately. We will also provide comprehensive training and knowledge transfer to drive user adoption, ensuring you see tangible results and ROI.
Evolution Not Revolution
"It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is the most adaptable to change." - Charles Darwin
CloudTech know that implementing your CRM solution is just the beginning of our journey together, so you won't need to turn your CRM system upside-down and inside-out as your business grows. Our CRM solutions are designed to scale up to support your business, and be tailored to your requirements as they evolve.
Business-Focused
Helping you to add value to your business
At CloudTech we believe in helping businesses add value, not just selling software. Once your CRM system is in place, your Account Manager will follow up with an ROI Review to ensure you are getting the best out of it.
Project Phases
For a typical Enterprise project CloudTech will allocate a Project Manager, a CRM Consultant and a Developer. You will need to allocate an Internal Project Manager, a Subject Matter Expert and a Business Sponsor.
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Requirements
Each project begins with a comprehensive requirements gathering session (sometimes more than one is required, depending on the complexity), collecting information about the use cases and clearly defining the business objectives that will generate the ROI for the project. Detailed scoping is critically important: scope, re-scope ... and re-scope again.
A detailed scoping document is produced after the requirements session, which ensures that the business requirements have been captured in detail and also provides an estimate of the total project effort and duration.
Configuration / Development /Review
These phases are cyclical and can go through many iterations, depending on how many changes are needed. A typical CRM implementation project goes through 2-3 iterations.
The Configuration phase covers the initial CRM set up and out-of-the-box configuration, using standard modules and functionality. CloudTech follows a template-based approach to reduce risk and ensure predictable results.
The Development phase will come in where code-level changes are required to customise the CRM. Following Agile project methodology and other project management best practices, CloudTech will get a working example of custom code in front of you as quickly as possible, and respond to feedback dynamically to provide tangible results.
Solution Reviews will be held regularly with you to make sure that the CRM solution design is fully aligned with your requirements detailed in the scoping document. The Solution Review is a crucial collaboration point between CloudTech and you to guarantee project success.
Data Load
Once the solution has been finalised, we can begin importing the data that you want to use in the CRM. Data is the biggest risk to the success of the project, so it is vital that the data is cleansed and presented in the correct format for the CRM. CloudTech reduces that risk by using purpose-built templates and providing expert guidance on best practice data cleansing techniques.
CloudTech also requests sample data during the requirements phase to reduce this risk further, often pre-empting data quality issues before they can impact project delivery at the Data Load phase.
Reporting
Reporting is one of the most rich and complex features of a CRM system, so CloudTech takes the time to engage with you fully to understand your reporting requirements.
CRM Reports and Dashboards are highly customisable and flexible, so the investment of this time in implementing them properly is extremely valuable for obtaining the full benefits they provide.
Training
Another major risk for a CRM deployment is insufficient 'buy-in' from users: CloudTech reduces that risk by providing comprehensive user training, helping your users to fully understand the value that the CRM system will add to your business.
Once you are ready to start using your new system, CloudTech will spend time onsite to provide support for end user and system admin training. Training is conducted in a group environment and is delivered in a presentation and exercise style. We recognise the importance of training and include 'training excercises' to ensure that staff are confident and ready to support the new system. 
CloudTech also provide one-on-one and group training sessions onsite in Takapuna or via online web training sessions for our remote customers.
