180° Solutions is a FrontRange Premier-Level Partner (GoldMine Corporate & Premium Editions), and an ACT! by Sage and ACT! Premium
for Workgroups reseller, as well as many associated add-in products.
With over 16 years experience implementing a variety of software packages, 180° offers a wealth of experience in every aspect of
implementing and effective CRM solution.
Deployment of any CRM system takes time and careful planning. In order to assist our customers during this process, 180° has
developed a proven methodology for the effective implementation of CRM solutions.
By working with hundreds of companies, we have acquired the knowledge and skills necessary to design and deliver business solutions
that are properly implemented and easy to use. This has allowed our customers to realize the maximum value from our solutions and
gain a rapid return on their investment.
Our project management process identifies the key areas of responsibility, resource requirements and timeframes for implementation.
This helps the implementation team provide a timely, cost effective and successful implementation.
PHASE 1 - Needs Analysis & Mock Design
180°'s consultants will work with you to establish your key objectives for the system and develop a mock design system that will
enable you to see exactly how your system will look. The areas to be reviewed will be dependent on the solution being implemented,
but will typically include: defining user and their requirements; lookup tables; security settings; field changes; workflow/automated
processes; reports; templates.
In most cases we will design each and every aspect of your solution right along with you before a single piece of hardware or software
is ordered. This is an interative process which is refined several times before final implementation.
PHASE 2 - Integrating With CRM Solutions
Many implementations will require data to be transferred from your existing systems into the new CRM system. The transfer of data
may be a "one-off" exercise to migrate data from your old system, or the requirement may be for a routine transfer of data from
another system e.g. a weekly transfer of account summaries from your accounting system into the CRM System. Either way,
180° Solutions expertise combined with specialist software tools will enable these potentially complex issues to be resolved.
Many CRM solutions can also be integrated with other applications - such as accounting software, quotation modules, help desk etc.
For further details, take a look at our Products section.
PHASE 3 - Installation
180° Solutions are experts in setting up CRM systems, with extensive experience of implementing both the dBase and SQL versions
of the products in a wide variety of network and workstation environments.
Enabling remote users to access the CRM data is often a key objective. 180° Solutions are experts in setting up remote
synchronization that enables remote users to synchronize their data from anywhere in the world and server-to-server synchronization where an organization has multiple sites.
Installation tasks undertaken include installing and configuring the applications on servers and client PC's, setting up routine
maintenance tasks, implementing agreed security measures, implementing routine data transfer utilities.
PHASE 4 - Training
The 180° Solutions Training Facility is located in Orange County, California.
The success of any system is largely dependent on how well users understand it; effective training is therefore an essential component
to success. 180° Solutions offer a range of specialized courses, run by highly experienced trainers at our training facility.
For more information about our training courses and public course schedule please see our Training page.
PHASE 5 - Support Services
Help is available when you need it with 180° Solutions flexible Support Block scheme. The scheme allows you to easily access
180° Solutions specialist resources for a range of purposes such as telephone support, site visits, and support using web
access tools.
For more information about our support arrangements please see our Support page.
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