How We Implement TargetCRM
Our Agile Methodology ensures a smooth, non-disruptive transition for your business. From first chat to final launch, we guide you every step of the way.
01. Consultation
We start by understanding your unique business workflows, pain points, and goals to tailor the perfect CRM strategy.
- Workflow Analysis
- Requirement Gathering
- Goal Setting
02. Customization
Our developers configure fields, pipelines, and automations to match your specific operational needs.
- Field Configuration
- Pipeline Setup
- Automation Rules
03. Setup & Integration
We deploy your CRM instance and integrate it with your existing tools like WhatsApp, Email, or Accounting software.
- Server Deployment
- Data Migration
- API Connections
04. Training
Comprehensive training sessions for your admins and sales team to ensure high adoption rates from Day 1.
- Admin Workshop
- User Onboarding
- Recorded Sessions
05. Go Live & Support
Launch day! We stand by for immediate support and continue to monitor performance for the first month.
- Live Launch
- Post-Go-Live Support
- Performance Review
Common Implementation Questions
How long does the implementation take?
For a standard setup, it typically takes 3-5 working days. For custom implementations with complex integrations, it may take 2-4 weeks.
Is training HRD Corp claimable?
Yes! TargetCRM training sessions are 100% HRD Corp claimable for eligible Malaysian companies.
Do I need technical skills to manage the CRM?
No. We design TargetCRM to be user-friendly. Your assigned admin will receive special training to manage users and settings without coding.
What happens if I need changes after Go Live?
Our support team is always available. Minor adjustments are often included in your plan, while major new features can be added via change requests.
Ready to get started?
Schedule a free consultation today and let's map out your implementation journey.