Solutions
CRM Implementation
From greenfield deployment to complex migration — 500+ implementations delivered
What It Is
Proven delivery, first time, every time
With 500+ CRM implementations behind us, BPI OnDemand has a proven methodology for delivering on time, on budget and with genuine user adoption — whether you're starting from scratch or migrating from a legacy system.
Our end-to-end process covers requirements gathering, solution design, configuration, build, data migration, user training and hypercare at go-live. We take a business-led approach — understanding how your teams actually work before we touch a single configuration setting.
Delivery spans the full CRM stack: Sales Cloud, Marketing Automation, Service Cloud, Field Service, CPQ and AI integration — across Salesforce, Microsoft Dynamics 365 and Oracle CX.
Why BPI?
- 500+ implementations delivered across three major CRM platforms
- Fixed methodology — no surprises at each project stage
- Train-the-trainer included as standard for lasting user adoption
- Data migration managed end-to-end with quality checkpoints
- Zero-downtime go-lives planned and rehearsed in advance
- Post-go-live hypercare to ensure a smooth transition
What's Included
Everything from requirements to go-live and beyond
Requirements & Design
Structured discovery workshops to capture business requirements and translate them into a detailed CRM solution design before any build begins.
Configuration & Build
Certified specialists build your CRM to specification across Sales, Marketing, Service, Field Service and CPQ modules.
Data Migration
End-to-end data migration including cleansing, mapping, test loads and sign-off — so your CRM launches with clean, trusted data.
Train the Trainer
Comprehensive training for your internal champions, equipping them to support and train the wider business for lasting adoption.
Zero-Downtime Go-Live
Carefully planned cutover with rehearsed rollback procedures — your business keeps running throughout the transition.
Hypercare & Handover
Dedicated post-go-live support period with rapid response times, followed by a smooth transition to ongoing managed service if required.
Ready to talk?
Let's plan your CRM implementation
Book a free 30-minute call with Fred — no sales pitch, just an honest conversation about your project.
Book a free 30-minute call with Fred