What you can expect with Rocket CRM
So, you need a CRM expert?
You’re in safe hands with Rocket CRM
Our approach to CRM implementation ensures that a perfect-fit CRM is delivered to our clients on time and budget.
Our Approach
Our approach to CRM implementation ensures that a perfect-fit CRM is delivered to our clients on time, and on budget.
Fact Find
When you’ve contacted us and following an initial consultation, we’ll take the time to get to know you and your business. Identifying your data and CRM needs and understanding your problems and pain points.
Solution workshop
Depending on the size of your business and your exact requirements, we may recommend a Solution Envisaging Workshop. This session allows us to dive deep into more detail, to ensure we deliver a proposal that fits the needs of your business or charity perfectly.
Delivery
Our streamlined CRM projects follow an agile approach: we build, review, adjust, and finalise functionality, ensuring team satisfaction. Similarly, migration, integration, and system build are conducted methodically, with iterative reviews, adjustments, and sign-offs.
How we work
Rocket CRM make CRM simple
Introducing a new CRM into your company or charity presents a whole host of challenges to even the most experienced project lead, so everything we do is designed to make your CRM experience as painless and worry-free as possible.
We simplify the process every step of the way, and when it comes to explaining the technical aspects, we talk human and ditch the jargon.
As our tag line says, we make CRM simple!
Our approach to managed services
Our fully managed service is delivered in the same client-focused manner designed to give you complete peace of mind that your Dynamics 365 or Power Apps CRM is in safe hands. Our dedicated team will be poised to nip issues in the bud, help you continuously evolve your CRM and support your team when they need it.
