Coacto’s Delivery Process
Our process for successful CRM implementation
It’s important to us to focus on the individual needs of our customers. Our delivery process helps us achieve this and ensure CRM implementation projects are completed with specific requirements in mind.
Getting to know you and your business is essential. Doing so allows us to create a mutual engagement and deliver overall success. Engagement, responsibility and collaboration are key factors in achieving benefit, return on investment, growth, scalability and outlines our approach to project delivery.
Learn about the distinct phases of our delivery process below:
Engaging with you
Communication is crucial for our engagement with you and your Salesforce implementation. We make an active effort to stay in touch with all stakeholders through all the milestones of the project life cycle.
In addition to this, we aim for each stage to be as transparent and open as possible. We’ll figure out the best communication strategy to meet the needs of your team to enable collaborative work throughout the project.
Still not sure if a consultant would be useful for your implementation? Here’s why you should consider using a consultant.
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