Scoping and Strategy

We're here to help you meet your goals. But first you might need help defining them.

Scoping and Strategy2019-10-15T04:53:10+00:00

A successful CRM initiative needs a plan that identifies objectives, high level requirements, priorities, dependencies and potential phases.

Our team will collaborate with your teams to scope out the project and develop a strategic roadmap of your CRM journey ahead.

A roadmap can create common ground and articulate definable goals between senior executives, the Board, and key lines of business for an organisation-wide view.

We’ll help you form a clear view of where you’re heading and exactly how you’ll get there.

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Planning means no surprises

Call us spoil sports – but at Beyond CRM we hate surprises. So should you. A surprise – good or bad, means something hasn’t been fully understood.

When you engage us to help you scope out a project or plan your journey, we’ll be thorough, pragmatic, and upfront.

Beware of any vendor that doesn’t include a scoping or strategic planning exercise. That’s the first warning sign of an impending surprise you’ll ultimately pay for anyway. Trust in our experience, and you’ll definitely save in the long run.

Know where you’re heading

As your organisation matures, your CRM should too.

Your broad vision and strategic outlook should be reflected in your plans for your CRM – after all, your CRM is the core technology that needs to support your growth and aspirations.

If you’ve gone to the effort of building a strategic Sales, Marketing and/or Operations Plan, you need a CRM plan that underpins it.

Know how to get there

Once we understand your immediate and longer term priorities, we’ll work with you to translate this into a prioritised program of work.

We can break this down into manageable phases to match your budgeting cycles and the speed at which your organisation can best engage in the process and adopt change.



A portal allows you to give external people access to their information in your CRM without granting access. It’s a web-based interface which allows them to interact with, so they can be self-sufficient and productive without compromising your CRM. It’s a really handy way to offer self-service to your clients.

Integration between CRM and your financial system will close the loop between Sales and Invoicing – making your CRM a more complete source of truth about your customers. Integration with your finance system, such as Xero or Business Central is easy with our pre-built integrations to your customer data and/or invoices.

Learn more

Access our help for additional customisations or other enhancements whenever you need. By purchasing blocks of our time as Prepaid Assistance Hours you can draw down on your ‘bank’ of hours for adhoc or planned work over time. Log requests and view your balance on our Customer Service Portal. When you’re running low on hours, we’ll let you know and you can top up your prepaid

Get in touch today

Let’s talk about your CRM challenges.

Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.

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