CRM Discovery Engagement
Understand your needs before you invest
Dear Client,
Before committing to a full CRM implementation, it's essential to understand your unique business needs, existing processes, and growth objectives. Our Discovery Engagement provides a structured approach to assess your requirements and create a tailored implementation roadmap.
This fixed-scope engagement delivers clear deliverables at a predictable cost, setting you up for implementation success.
Pamela White
CRM Strategy Consultant
RootMode Consulting
What You'll Get
Our Discovery Engagement includes:
- Stakeholder Interviews: Meet with key team members to understand pain points and goals
- Current State Assessment: Document existing processes, systems, and data
- Requirements Documentation: Detailed specifications for your ideal CRM solution
- Gap Analysis: Identify what's missing and what needs improvement
- Implementation Roadmap: Phased plan with timelines and priorities
- Budget Estimate: Accurate cost projection for your implementation
Discovery Process
Structured approach to understanding your business
Week 1 - Discovery Kickoff
- Project kickoff meeting
- Stakeholder interviews (sales, marketing, service)
- System access and data review
- Document existing processes
Week 2 - Analysis
- Requirements consolidation
- Gap analysis
- Solution design options
- Integration assessment
Week 3 - Planning
- Implementation roadmap creation
- Phasing and prioritization
- Resource planning
- Budget and timeline estimation
Week 4 - Delivery
- Findings presentation
- Documentation delivery
- Q&A session
- Next steps planning
Discovery Investment
| Description | Qty | Unit Price | Total |
|---|---|---|---|
Salesforce CRM Setup Initial setup and configuration | 1 | $15,000.00 | $15,000.00 |
Custom Integration Development API integrations with existing systems | 80 | $200.00 | $16,000.00 |
Training & Support 3 months of onboarding support | 1 | $14,000.00 | $14,000.00 |
Deliverables
At the end of the 4-week Discovery Engagement, you'll receive:
- Current State Documentation: Detailed analysis of existing processes and systems
- Requirements Specification: Comprehensive requirements document with user stories
- Solution Design: Recommended CRM architecture and configuration approach
- Implementation Roadmap: Phased plan with milestones and dependencies
- Budget Estimate: Detailed cost breakdown for implementation
- Risk Assessment: Potential challenges and mitigation strategies
These deliverables provide the foundation for a successful CRM implementation, whether you proceed with us or another partner.
Pamela White
CRM Strategy Consultant
RootMode Consulting
Terms & Conditions
Scope
This engagement covers the discovery activities outlined above. Implementation services are separate and subject to a separate agreement.
Timeline
Discovery engagement will be completed within 4 weeks of kickoff, subject to client availability for interviews and information sharing.
Payment
50% deposit due upon acceptance, 50% due upon delivery of final deliverables. Payment terms are Net 15 days.
Intellectual Property
All deliverables become client property upon full payment. Consultant retains rights to general methodologies and templates.
Confidentiality
Both parties agree to maintain confidentiality of all information shared during the engagement.
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