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CRM Implementation Step Two:  System Design


You wouldn’t build a house without a blueprint, would you?

We analyze what we learned about your business and translate it into a project plan that best matches your sales and business processes to the robust capabilities of Salesforce or Oracle. We work closely with you throughout the design process to ensure our planning — and eventual configuration — meets your needs.

In many ways, the "Business Discovery" and "System Design" steps are the most critical in the entire process. Good design prevents wasteful and deadline-killing mistakes.