Here we walk through how a CRM is implemented—from agreement to launch. Together, we ensure your new CRM solution is implemented as smoothly as possible!
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As your partner, we’re with you every step of the way—from the first meeting to final launch. If you want to make further adjustments or need support after launch, you can feel confident that we’re always just a call away.
At NAB, we value close collaboration and frequent dialogue, helping us build strong and long-term relationships with you as a customer. We also gain a deep understanding of your business, which leads to an even better end result.
We work in an agile way in all our projects. This means we break them down into smaller parts to stay flexible throughout the project. That way, our large projects run just as smoothly as our smaller ones.
We analyze your processes and your business to map out how your solution should be designed.
We break the project down into sprints so you can plan the right resources at the right time and know what will be developed and in what order. We break the project down into sprints so you can plan the right resources at the right time and know what will be developed and in what order.
Each sprint typically lasts four weeks and includes development, evaluation, and testing. Each sprint typically lasts four weeks and includes development, evaluation, and testing.
The solution is tested in every sprint, and we carry out full system testing before going live! Once we’re live, any further development and system adjustments can be made based on your needs.
Agile way of working
PRE-STUDY
GO – LIVE
Through close collaboration and ongoing dialogue with the customer, combined with our project methodology (regardless of project size), we build strong relationships and mutual trust. We work in smaller regional teams, with each customer connected to a dedicated team. This ensures that customers feel heard and understood, while receiving reliable and high-quality deliveries thanks to our deep understanding of their processes and business.
Lina Johansson
Team Lead Onboarding
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The next step is for us to work together to map out your needs and goals so we can determine how to best support you. We usually start with a conversation to create a clear plan, but the exact approach is always tailored to your company and situation.
Dynamics 365 Sales is built on Microsoft’s cloud platform, which is continuously updated with new features, security enhancements, and improvements. The platform is scalable and flexible, allowing it to grow with your business and adapt to changing needs. It’s also supported by a global network of partners and resources — providing confidence and long‑term value for your sales team.
After go‑live, we continue to support you with guidance and support to ensure the system works smoothly in day‑to‑day operations. We work together to further develop the solution over time, adapt it to new requirements, and make sure you achieve continuous business value from your system.
You should work with NAB Solutions because we’re a partner — not just a vendor. We focus on understanding your needs and creating solutions that truly solve them, rather than selling features you don’t need. With long experience, proven methods, and hundreds of successful projects, we know what works in practice. And we support you all the way — from strategy and implementation to everyday use and ongoing development.
Our experienced experts help you implement your new business system! Book a free consultation to learn more about how it works.
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