Project Details

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.