Get a CRM that drives business growth
Choosing and rolling out the right CRM for your business is a big decision. Done right, a CRM unlocks the full potential of customer relationships, drives more sales and enables personalised marketing.
Book a consultation with BlueRock Digital if you're experiencing:
- Disconnected customer data across systems
- Poor user adoption of your CRM
- Lack of visibility into your sales pipeline
- Too much time spent on manual processes
- No ROI from your current CRM investment
Book a Free CRM Consultation
Master Your CRM with End-to-end Support
Digital Expertise
Tailored Solutions
Data Management & Security
Our Process is Digital Transformation Made Easy
1. Discovery & Design
Objective: Understand your business's 'target state' needs and plan how your CRM will support your sales, marketing and customer service processes. We’ll also help shape how the CRM fits into your existing tech stack.
What's included:
- Discovery & Design Workshops
- Requirement Gathering
- Process Mapping
- Project Planning
- Integration Touchpoints
Timeframe: 2-3 weeks
2. Configuration & Deployment
Objective: Configure your CRM aligned to your requirements and target state, enabling a smooth transition for your day-to-day operations.
What's included:
- System Configuration
- Workflow and Report Set-up
- System Integrations and Testing
- User Acceptance Testing
- Go-Live
Timeframe: 4-6 weeks
3. Support & Sustainability
Objective: CRM training and post-go-live support to ensure your team is set up for success.
What's included:
- User Set-up
- Training
- Go-live support
- Change management support
- Optional ongoing support
Timeframe: 2 weeks
Prices are indicative only and are tailored to each client's specific needs and scope.
Our CRM Consulting Services
- CRM Strategy & Requirements Discovery
- CRM Selection (HubSpot, Salesforce, Zoho, etc.)
- Implementation & Migration
- Configuration
- Integration with ERP, marketing, and support platforms
- Automation of sales, marketing, and service workflows
- Reporting and Dashboard creation
- Training & User Enablement
- Ongoing Support & Optimisation
Certified Implementation Partnerships
Certified Dynamics Partner Badge
