Close attention to the implementation process is critical for a successful Contact Management and CRM project, and this requires a close working partnership. We need to gain a thorough understanding of your business, your challenges, and your strategic objectives for the new system, and with our assistance; you need to understand the capabilities and any limitations of the new software. Together we work to customise a solution to meet your business requirements. Post implementation we offer training and ongoing support to ensure the long term success of your Contact Management and CRM initiative.

Our consultancy services, business analysis, project management and implementation methodologies have been proven to deliver the desired Contact Management and CRM outcome, within budget and on time.

Consultants
Our Consultants have developed a 'best practices' methodology through years of experience implementing solutions for small, medium and large organisations, across a broad range of industries, operating within varying network environments and architectures.

Business Analysis & System Requirements
We work with you to analyse your current processes - to identify areas of inefficiency and to set the business objectives for the new system requirements. In simple terms, we examine where you are at, where you want to get to and then decide on the best method to get there.

Project Management
Professional project management is key to ensuring your system meets your needs on time and within budget. We manage the entire project from the analysis stage through to user acceptance testing and training.

Customisation & Database Design
We can modify, customise or configure your new software specifically to your business needs. Our extensive practical experience in database design allows us to quickly assess your requirements and recommend the most appropriate solution.

Installation
We have solid experience installing and configuring Contact Management and CRM software to operate efficiently and smoothly within different operating environments.

Importing, Migration & Cleansing of Data
Extracting, cleaning and migrating data from various sources is one of our specialist skills. We know exactly what is required to get the job done efficiently and accurately, protecting you against any data loss.

Integration
As your new system will quickly form the core of your business applications it will involve some degree of integration with your existing systems, which we manage for you.

Testing
We apply our User Acceptance Testing and scripted testing process to the installation, as appropriate.

Training & Support
To ensure your organisation maximises your Contact Management and CRM investment and guarantees its long term success, Xact offers several options for both user and administrator training and comprehensive ongoing support - refer to our Training and Support pages for more information.