Sharp Brains Limited

Sharp Brains Limited was hired by Sharp Accountax, a bookkeeping and accountancy firm, to select and integrate a CRM system. The project involved a team of 2-5 employees from Sharp Brains Limited and was completed successfully. The project's key deliverables included a project charter, a comprehensive project plan, CRM vendor selection, a data migration plan, customization and configuration of the CRM system, integration with existing systems, user training, data security and access control, rigorous testing and quality assurance, user acceptance testing, a change management plan, a go-live plan, post-implementation support, monitoring and reporting, data analysis and insights, feedback mechanisms, comprehensive documentation, and a commitment to continuous improvement. The firm chose Sharp Brains Limited due to their competitive pricing, good value for cost, and strong referrals.

The results from this project have been highly positive. Sharp Brains Limited's work ensured that the CRM system met the bespoke requirements of Sharp Accountax and was expandable to meet their growing needs. The system was integrated seamlessly with existing systems, and the users were provided with comprehensive training. Rigorous testing and quality assurance ensured that the system functioned as expected. The change management plan facilitated a smooth transition to the new CRM system with minimal disruption to business operations. The continuous monitoring, reporting, and feedback mechanisms allowed for ongoing improvements and updates to the system. Overall, Sharp Brains Limited provided a high-quality, cost-effective solution that met all of the firm's requirements.