The 8 steps to delivering the RIGHT CRM for you

At Blueprint CRM Solutions, we know that implementing a new CRM can feel overwhelming. That’s why we’ve developed a proven approach designed to make the process seamless and stress-free, while delivering a solution that truly works for you. Best of all, our approach is cost-effective, and we can often implement a solution in just a few weeks, ensuring you see quick results without the hefty price tag.

Unlike other CRM consultants, we don’t pigeonhole you into one a single solution. Our expertise spans all of the top CRM providers—such as Salesforce, KOHO, Pipedrive, and HubSpot—so you can be confident that you’re getting the right CRM for your needs.

Here’s how we do it:

We begin by taking the time to deeply understand your goals, workflows, and challenges. Through a collaborative process, we uncover opportunities to optimize and automate your operations, ensuring your CRM is tailored to save time and improve efficiency. Together, we select a CRM platform that perfectly aligns with your needs, providing scalability, seamless integrations, and user-friendly features. 

After gaining a deep understanding of your business, we collaborate with you to select the ideal CRM platform tailored to your specific needs. With strong partnerships across leading CRM providers, we ensure access to the best tools available. This approach guarantees a solid foundation for your CRM, empowering your business to streamline operations and achieve long-term success. 

Using our expertise in the financial services industry and our deep experience in CRMs,  we deliver a system that meets your specific needs. We focus on  solutions that enhance efficiency, improve client relationships, and  help your business grow.   We believe strongly in avoiding costly and time-consuming customizations. Instead, we configure your CRM to fit your business needs, reducing costs and ensuring you can use the system effectively for years to come. 

Before moving forward, we validate the CRM configuration to ensure it aligns with your goals and business processes. This step ensures the system is tailored to your needs and ready to drive results. 

Your data is one of your most valuable assets, and we handle it with the care it deserves. Our team securely and safely migrates your data into the new CRM, ensuring a smooth and reliable transition without compromising its integrity or security. 

At Blueprint CRM Services, we prioritize a smooth transition to your new CRM. Our implementation process is designed to minimize business disruptions and ensure everything is working perfectly before we begin training your team. 

We provide hands-on, tailored training to ensure your team fully understands and embraces the new CRM. Our approach focuses on practical, real-world applications, helping users feel confident and capable. With ongoing support, we ensure smooth adoption and make adjustments as needed to optimize the system for your team’s success. 

Our  commitment doesn’t end with implementation. We’re here to provide  ongoing support, fine-tune your CRM as your business evolves, and ensure  you’re getting the most from your investment.

With  Blueprint CRM Services, you’ll have a trusted partner every step of  the way. Our approach ensures that your new CRM is not just a piece of  software, but a powerful tool that supports your success and helps you  achieve your goals.