Squad’s CRM & ERP Implementation and Customisation Services

At Squad, when we embark on CRM & ERP applications implementation, our primary focus lies in aligning the product with your business processes as closely as possible, while simultaneously incorporating industry best practices and leveraging the features and functions perfected by the product vendors.

A crucial aspect of our implementation methodology revolves around performing meticulous & "Cost-Benefit Analysis". This involves prioritising your requirements into categories such as 'must-have', 'should-have' 'could-have' and 'won't-have'. By doing so, we ensure that the essential and high-impact elements are addressed first, thereby optimising the overall implementation process.

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Our Approach – Low Code + Detailed Documentation

Embracing a 'configure-first' approach, we prioritize configuration over code-based customization during development. This forward-thinking strategy not only expedites the implementation process but also ensures long term stability, seamless version upgrade & cost savings.

Another critical focus area for us is detailed solution documentation that precisely outlines how the platform will address your business needs and seamlessly align with your processes. This blueprint also serves as a roadmap to guide the implementation group.

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CRM ERP Roll Out Methodology

Requirement Gathering & Current State Analysis

Our journey begins with an in-depth consultation. Through focused interviews and workshops, we gain insights into your existing processes and pain points, which serve as the foundation for the implementation strategy. We also perform a detailed analysis of your current systems and workflows. This analysis helps us identify inefficiencies and areas of improvement. The output is a detailed implementation plan that outlines the project scope, timelines, resource allocation, and key milestones.

System Integration

Integration with your current systems allows seamless information flow among systems, eliminating data and work duplication, and generating intelligence to make critical business decisions. The implementation team works closely with cross-functional departments to integrate new systems with tools and applications for a unified, streamlined experience.

Data Integration

Transferring data from existing systems to the new ERP and CRM platforms is a critical task. Our experts employ industry best practices to ensure a smooth and accurate data migration process, safeguarding the integrity of your valuable information.

Testing & UAT

Before going live, our implementation team conducts rigorous testing to identify and address any issues or glitches. Through exhaustive test scenarios, we verify the functionality, security, and performance of the ERP and CRM system. End users are involved as part of UAT to validate the system's usability, provide feedback, and ensure that it aligns perfectly with their needs.

Training and Onboarding

Our expert trainers equip your staff with the knowledge and skills needed to navigate and maximize the benefits of the new ERP and CRM systems effectively. Change management & user adoption programs are rolled out to support user onboarding.

Configuration and Customization

Based on the insights gathered during the consultation and analysis phases, we configure the ERP and CRM systems to align seamlessly with your specific business processes. We design the solution to capture essential customer data, track interactions, and create workflows to automate processes.

Odoo

Odoo is a comprehensive and open-source business management software suite that caters to various business needs. Offering a wide range of applications, Odoo covers everything from ERP and CRM to e-commerce, human resources, accounting, and more.

With its modular and flexible approach, businesses can easily customize and integrate Odoo to align with their specific requirements.

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Dynamic 365

Microsoft Dynamics is a suite of powerful and versatile business applications designed to streamline processes, enhance customer relationships, and drive growth.

It offers a comprehensive range of solutions, including Microsoft Dynamics 365 for ERP and CRM, empowering businesses of all sizes and industries to optimize operations and make data-driven decisions.