Sage CRM Implementation & Setup Companies often spend several months reviewing customer relationship management software in an effort to ensure the investment they make will enhance their profitability. An area that is just as critical but sometimes overlooked, is the key role their consultant will play in the success of this transition. DWD's step-by-step software implementation approach has proven to be very successful. Our typical Sage CRM software implementation process contains the following phases: Implementation Planning - there are many areas that need to be considered during the planing of a software implementation. We will work with you to outline the implementation plan, determine responsible staff, establish a timeline and assign responsibilities. Installation & Testing - once we have ensured that your network is ready for the new installation, we will install the software, set up all workstations and test printing. Implementation & Configuration - during this phase all of the setup screens are processed, forms are changed and screens are modified. Data Migration/Data Conversion - your business data may represent years of financial statistics, customer sales history, open invoice and product information. This data is far too important to be left behind, yet the thought of re-keying the data can be insurmountable. We have extensive experience converting data from many popular accounting software packages. Training - we train your staff on the specific processes they will be completing. Typically training is done on-site with data that is recognizable to you. Adequate staff training is a must if you want to receive the full value of your investment.