Our Implementation Services
The initial rollout of
your CRM database system involves a combination of
technical expertise, sales experience and
interpersonal skills. Whether your project involves
a small number of users in one office or a large
scale CRM system spanning multiple remote locations,
we can help you successfully navigate the
installation and setup process, promote the project
and support end users.
A. Needs analysis and
Find a software
solution that meets your primary needs and fits your
What is the biggest
challenge facing your organization today? What are
the roadblocks keeping you from streamlining your
business? What has to change, and what would you
like to change?
PJM Solutions will help assess your company's
existing business needs and capabilities, as well as
your goals for a CRM system moving forward. We will
use this information to help you select the best
product and implementation plan to suit your
B. Initial database
the database to support your processes.
It will be important to
design your central database to capture relevant
data fro business intelligence. PJM Solutions will
first work with you to understand your company's
business process. We can then recommend how best to
structure your database to support your company and
meet user expectations. We will also review and plan
up, security, and data integrity.
Client and server-based
software setup and testing.
PJM Solutions will ensure that the software is
installed and configured for optimum speed and
stability in your environment.
D. Remote User setup
and configure remote users.
We will examine the
options for remote access and determine the best
solution for your remote users, and we'll help you
install and configure them as well.
E. Data conversion
Import your existing
data into your new database.
As the CRM adage goes,
garbage in, garbage out. But, this is no way to
begin a CRM implementation. PJM Solutions support
team will ensure that your existing data is properly
and accurately converted into your new database. In
addition, we can import lists from other sources on
an ongoing basis.
and advanced-level courses for users and database
administrators that can be customized to fit your
are intended to improve personal productivity, but a
system is only as strong as the people who utilise
it from day to day. Therefore, it is important for
users to be well trained, in order to keep up with
G. Report writing
reports or text file generation.
If your reporting needs
go beyond the standard reporting capabilities, we
can generate data output, subtotals, grouping, and
summaries by utilizing the ODBC links.
H. Data updates
maintenance of your database.
scenarios which allow data feeds from external
systems (such as accounting packages) into your
Telephone technical support
data administrators and end users.
technicians, PJM Solutions also provides
personalised telephone support and problem
resolution for end users and technical staff.
Get the most out of
your databases advanced functionalities.
relations management doesn't stop at setting
appointments, so why should your CRM Software stop
working there? Take advantage of modules such as
Customer Service, Opportunities, and Campaign
Manager to help you streamline sales, marketing and