Successful CRM is Human Centred - 4D.CRM

Get the return on investment you expect through early and pain free adoption delivering the valuable stakeholder relationships you need

Discover - Engage Early

Before designing and implementing a CRM, knowing who will use it and their skills and experiences is crucial.

After implementation, you will depend on these people adopting it, which means it must work in their everyday work world. Leveraging their experience and skills from the start makes this a certainty.

But it goes beyond that. You also need to energize and motivate your people, which means touching their emotions.

We do all this through a workshop involving all your stakeholders. In a smaller setting, this may take two days.

Dream - Live the Change

Delivering a future that will return your investment in CRM means knowing what it looks like.

Achieving it depends on your stakeholders coming on that journey with you, so they must also see themselves in that future.

In this process, we engage your people in creating a vision of that future and encourage them to consider what the journey will look like for them.

We do this in a workshop, during which we develop the nonfunctional requirements for your CRM System and document a Change Management approach

           

Design - The Journey

We use Agile DSDM principles to design a plan based on your stakeholders’ vision of the future, including processes, how the technology needs to work, and the journey. 

We develop this sequence of steps (Sprints for Agile initiates) to deliver tangible results for your business fast and often.

This approach creates and maintains a momentum of success that builds trust in your people and energizes them.

However, we also build flexibility into this plan by leaving the development of functional requirements as long as possible for each step.

That means you see a return on your investment in weeks.

Destiny - not Destination

Appreciative Inquiry for CRM Deployment

Our Appreciative Inquiry methodology is radically positive and focused on the people you will rely on to make your CRM Project a success. I have also used elements of the well-tried DSDM approach to project management, which is a formal style of Agile

4Dimensional CRM

4D.CRM™ at work

Tell me more about Human Centred CRM

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