The duration of a project does not depend solely on the software, but on three factors: the number of workflows being configured, the state of your current data, and how quickly the client makes decisions. The provider only controls the first factor.
This is why a truly honest estimate is provided after the analysis phase, not during the initial commercial discussion.
In short
- Analysis - workflows, roles, custom fields, and necessary native modules.
- Configuration - pipelines, templates, permissions, and core automation.
- Migration - exporting, cleaning, deduplication, importing, and verification.
- Testing - real-world scenarios involving the actual users of the system.
- Go-live - backed by intensive support during the first two weeks.
Who is responsible for what
The provider is responsible for configuration, technical imports, training, and support. The client is responsible for process decisions, the quality of the data provided, and allocating user time for testing. Stalled projects almost always share the same cause: the latter was not adequately resourced.
How to shorten the implementation timeline
Four measures with a direct impact:
- A single internal decision-maker with a clear mandate.
- One fully configured sales workflow first; leave secondary flows for phase two.
- Clean data before importing, not after.
- Testing sessions scheduled in the calendar, not 'whenever there is time'.
Frequently asked questions
See how it works in CRMconnect
Native modules for sales, quoting and reporting, integrated with the ERP you already run.
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