Design Audit and Prototype

After choosing the highly adaptive, flexible, and powerful Sage CRM and Sage Mobile software solution, the next step to high user adoption and return on investment is the Design Audit and Prototype.

To start with, think about your current technologies used for storing leads, prospects, customers, opportunities, associated activities and history and how sales, marketing, customer service, and managers interact with the data. What are the most common requests and wish list items and can these be solved with Outlook Excel, an inferior CRM system, an old unsupported or even no CRM solution?

With either an Express Design Audit or On Site Design Audit we investigate and analyze your needs, deployed systems currently used and their interaction with your CRM solution / CRM need and how will integrate with the analysis provided. The Design Audit team has over 20 years of CRM experience and will expertly advise on the solution that will achieve the highest ROI through better reports, pipeline visibility, and user adoption.

What is within the Design Audit

  • EXPRESS DESIGN AUDIT
  • Takes approximately 2 hours of your time and 8-10 hours of ours
  • 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 & PROTOTYPE
  • Takes approximately 2 days on-site and a week of our time off-site. It includes everything from Express Design Audit
  • 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

Upon completion of the design audit the choice is yours on how to proceed. The detailed thoroughness of the Design Audit means that your company can move forward with implementing your CRM solution immediate. With your business requirements process formally outlined, we can work with your team, even if initially a bit more conceptual then factual, the Design Audit process will serve as a guide through the next step.

A Design Audit and Prototype commences with a discussion of your business objective, key requirements, goals and direction, and database fields required in the CRM and workflow solution. From there our CRM Design Audit experts will analyze your existing system structure, infrastructure requirements, workflow, productivity, data conversion procedures and reporting tools. With this analysis complete, we produce a screen design prototype, customized based on your business needs to ensure industry leading end-user adoption.

Benefits of Performing a Design Adit

  • 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

Get More Info
Get a first look at just some of the benefits Sage sales software has to offer in our Sage product demos. Want to know more about Sage sales software? Fill out our Get Info form, and we'll send you what you need. Or, place a free Web Call and we'll call you right back.

Additional Design Audit resources can be found at Design Audit and Prototype, Design Audit Questions and Answers and 7 Steps of a CRM Design Audit.

CRM Resources

Design Audit and Prototype

CRM Choice

Our CRM consultants offer neutral independent guidance to help you decide which CRM software is best suited for your business, or how to get the most out of your current CRM investment. With over 26 years of CRM experience we have the practical knowledge, tools and technical depth to ask the right questions and recommend the best CRM options for you.

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