Troubleshooting and enhancing CRM software for optimal use
After phase 1, a consulting project was established to continue enhancements and assist with ongoing maintenance
Our customer provides construction projects for clients across the United States. In addition to construction projects, our customer provides pre-construction services, consulting services, construction management, and more.
Our customer manages opportunities, contacts, and client information used to track business development via Microsoft CRM. They began using MS CRM in 2019 but found that their growth necessitated changes to their system.
Our customer identified multiple opportunities to improve the effectiveness of their CRM, recognizing the need for enhancements to make it more impactful and efficient.
To address these needs, our customer turned to the experts at TEAM IM, who had originally developed their CRM platform in 2019. That initial platform had served the company well, so our customer felt confident in leveraging their established relationship with TEAM IM to optimize the CRM for current and future requirements.
The efforts included implementing a discovery phase to design solutions and gather requirement as well as a Phase 1 to troubleshoot ongoing issues, enhance the CRM, and provide ongoing assistance. As our customer and TEAM IM outlined a priority order for the agreed upon enhancements and improvements, they found that they had enough time and budget to add enhancements beyond the initial project scope.
Because Phase 1 was such a success, our customer decided to solidify their relationship with TEAM IM by engaging in a consulting contract that allowed for additional enhancements, troubleshooting, and assistance to be completed.
”Working on the CRM projects was one of my 2024 highlights! Not only did I enjoy working with the team, but I enjoyed furthering my CRM experience and gaining more knowledge on Microsoft CRM. My favorite efforts included requirements gathering and troubleshooting because it involved digging in and understanding the business needs and how they differ from the current state. It was great to work with the customer to solution for long term business success.”
Nicole Lunberg
Delivery Lead at
TEAM IM
Jim Himmelwright,
CPA
121 Washington Ave N, 4th Floor
Minneapolis, MN 55401
L2, 1 Post Office Square
Wellington 6011
119 Willoughby Road
Crows Nest NSW 2065