How We Work at 3Li Global
Setting the Standard in CRM Consultancy
At 3Li Global, our approach to CRM consultancy is crafted to not only solve today’s challenges but also future-proof your business for tomorrow. Discover how we bring strategy, expertise, and innovation to each partnership.
01. Discovery
We start by delving into your specific business goals, challenges, and processes to gain a holistic understanding of your current environment. This assessment helps us identify CRM enhancements that can deliver the most impact. Our consultants conduct in-depth analyses to uncover areas where CRM could improve customer engagement, streamline workflows, and unlock valuable insights. Each professional and step ensures a comprehensive approach to setting up a CRM that perfectly aligns with your objectives.
Core Team Members:
- CRM Consultant
- Business Analyst
- Project Manager
Time Estimation:
1–2 weeks02. Planning
Our strategy includes a step-by-step roadmap outlining how we’ll move from planning to implementation, ensuring everyone is aligned on expectations, timelines, and outcomes. These planning steps create a structured roadmap, ensuring that each aspect of the CRM project is thoroughly prepared and aligned with your business objectives.
Define Project Scope and Objectives
Outline the project’s specific goals, timeline, and deliverables. This includes identifying essential CRM features, integrations, and expected outcomes.
Resource Allocation and Timeline Setting
Assign tasks to team members, schedule milestones, and establish a realistic timeline. This ensures everyone is aligned on roles, responsibilities, and deadlines.
Develop Customization and Integration Strategy
Plan how the CRM will be customized to fit unique business needs and determine integration requirements with other tools, setting a clear path for implementation.
Risk Assessment and Mitigation Planning
Identify potential challenges, such as data migration issues or integration limitations, and outline proactive strategies to address these risks, minimizing disruptions during implementation.
Stakeholder Engagement and Communication Plan
Develop a communication strategy to keep all stakeholders informed throughout the process, ensuring their input and feedback are incorporated to align the CRM system with broader business goals.
Core Team Members:
- Business Analyst
- CRM Consultant
- Project Manager
Time Estimation
2–3 weeksLet’s discuss how a customized CRM strategy can drive value for your business. Schedule a consultation now.
03. Execution
We implement your CRM while ensuring smooth integration with your existing systems, from ERP to marketing platforms. This guarantees a unified workflow across departments. We make refinements as needed to optimize your CRM’s impact.
Roadmap to your Success
During the execution phase, a cross-functional team works together to bring the project plan to life. This team typically includes CRM consultants, developers, solution architects, and quality assurance specialists, each contributing their expertise to ensure the successful deployment of the CRM solution. The project manager ensures the team stays aligned with the project goals, timelines, and client expectations, while also managing any risks or challenges that arise.
Sprint Approach for Project
The sprint methodology in the execution phase focuses on breaking down the project into manageable, time-bound segments that allow for iterative progress and continuous feedback. Each sprint is designed to accomplish specific tasks, starting with initial setup and configuration, followed by the development and customization of key features.
15 days avg.
Setup & Configuration
We focus on setting up the CRM platform for your initial business requirements.
Feature Development
This may include custom dashboards or automating workflows to increase efficiency.
Testing & Refining
We run end-to-end tests on the CRM system to ensure it works seamlessly.
Final Review
After confirming with your team, we deploy the solution for a smooth handover.
Testing and refinement ensure that the solutions meet the required standards, while the final review and deployment phase solidifies the project for a seamless transition. This approach ensures flexibility, allowing teams to adapt quickly to changes, identify potential issues early, and deliver high-quality solutions on time.
Core Team Members::
- CRM Developer
- Data Migration Specialist
- Solutions Expert
- Quality Assurance Specialist
Time Estimation
4–8 weeks04. Handover & Support
Once your CRM is live, we monitor its performance, making proactive adjustments to keep your system running at peak efficiency. Our consultants provide regular training sessions and refresher courses to help your team get comfortable with new features and leverage the CRM to its fullest potential.
Depending on our client’s future plans, we are ready to help with:
- System Documentation and Handover
- Ongoing Support and Troubleshooting
- Performance Monitoring and Optimization
- Feature Enhancements and Updates
- Innovation & Updates
We continually look for ways to improve your CRM experience, implementing new features and updates as they become available to keep your system cutting-edge.
Ready to take the first step? Contact us today to start your journey with 3Li Global.
With a team of over 50+ experts empowering clients in 15+ countries, we’re here to help your business grow. Drop us a line at hello@3li.global or fill out the form below, and we’ll get back to you within one business day.