Workshop
If you have a CRM requirement and think that Flightdeck might be the right solution, then the workshop is a great opportunity for you to eradicate that giant leap of faith.

At the workshop we undertake the first day of the implementation. This involves discussing and exploring how Flightdeck could work in your business before you commit to the whole project.

Following this step, a full proposal would be prepared and submitted showing a fixed total investment required.
Usually, and hopefully, you would then decide to proceed with the remainder of the implementation of the solution based on the full proposal, although there is no obligation to do so.

Most customers take the view that this way of proceeding with the initial day of implementation provides reassurance that we really do understand their business and that there will be no surprises once the project is underway. It also provides clarity relating to the details of the solution to be delivered.

Things typically covered in the workshop:
  • Gain understanding of the relevant business processes in more detail
  • Document details of data requirements
  • Understand workflow requirements and access to information
  • Agree printed output required
  • Uncover other elements that could be automated (optionally)
  • Discuss and agree project elements – roles, timescales, phasing etc
  • Discuss and agree training requirements
  • Understand existing data sources and data migration requirements
  • Establish any requirements to interface with other systems
  • Document in detail what the project deliverables will be
A highly effective CRM system which is tailored to suit your needs
0800 652 7373 info@flightdeckcrm.co.uk