CRM Consulting Services
From Strategy to Implementation

Once we begin an engagement, it’s time to consider the initiatives. These initiatives could include a CRM Strategy, CRM change management execution plan, a data-mining project to create your customer profile, or just the implementation of an e-mail management system. No matter what your CRM initiative is, Solvis can create value by using our own CRM Implementation Methodology. This methodology incorporates what has and has not been successful in prior CRM implementations. Additionally, it addresses and provides mitigation for areas that have commonly caused problems in CRM engagements.

The methodology addresses each phase of a CRM engagement including:

Strategy, Roadmaps, Surveys

Package Evaluation Workshops


Conference Room Pilots

Design (conceptual and detailed)



Change Management

Pilot Deployment

Production Deployment

Assimilation CRM Delivery Toolkit