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Most implementations fail not because of technology—but because of poor planning, weak adoption, and no change management. We do it differently.
Plan Your ImplementationThese aren't unique problems—they're the predictable outcomes of implementation approaches that ignore the human side of technology change.
Not because the technology doesn't work, but because the implementation approach doesn't account for people, process, and change management.
You've tried before and it didn't stick. The CRM became a data entry chore that reps avoid, not a tool that helps them work. Money spent, value lost.
Projects that started as 3 months are now on month 12. Budget is blown, the team is frustrated, and you're not sure how to cross the finish line.
Your legacy data is a mess—duplicates, missing fields, inconsistent formats. The thought of migrating it feels overwhelming and risky.
The CRM is technically 'done' but no one uses it. Training was a checkbox, not a transformation. You've invested heavily in shelfware.
Most implementers focus on features and configuration. We focus on outcomes and adoption. The technical work is the easy part—getting people to actually use the system is where most projects fail. We start with adoption and work backwards.
See How We WorkWe involve end users throughout—in requirements, testing, and design. We prove value early and make the system easier than what they're doing now. Adoption isn't a phase; it's woven into every decision.
We configure the CRM to match your process—not force your process to match the CRM. If your workflow requires 3 clicks, we make it 3 clicks. No compromises on how you work.
We start simple, prove value, then add complexity. No big-bang deployments that overwhelm users. Each phase delivers working functionality your team can use immediately.
End-to-end implementation with adoption built in at every step. Here's exactly what you get.
Detailed scope, timeline, and resource planning before anyone touches the platform. Clear milestones, defined deliverables, and realistic expectations—no surprises.
Audit, cleanse, deduplicate, and migrate your existing data. We handle the mess so you start clean. Validation protocols ensure zero data loss.
Custom objects, fields, page layouts, workflows, automation rules, and security settings—all configured to match your exact business requirements.
Connect your CRM to email, calendar, marketing tools, accounting systems, and other critical applications. Single source of truth, not another silo.
Role-based, hands-on workshops that teach your team to actually use the system. We practice until they're confident, not just checked off.
Supported launch with real-time issue resolution and optimization. 90 days of dedicated support to ensure the new habits stick.
We're certified across all major CRM platforms. We'll implement the one that's right for you—not the one that pays us the highest commission.
HubSpot
Pipedrive
Zoho CRM
Zendesk
Front
Salesforce
Microsoft DynamicsA proven methodology with built-in checkpoints that prevent scope creep and ensure on-time delivery.
Requirements gathering, process mapping, solution architecture, and detailed project planning. You approve the blueprint before we build anything.
Audit your existing data, define cleansing rules, handle deduplication, and prepare migration scripts. Clean data from day one.
Build out the CRM: objects, fields, page layouts, workflows, automations, dashboards. Regular demos ensure we're aligned.
Connect to your email, calendar, marketing tools, accounting system, and other critical applications. Test every data flow.
User acceptance testing, role-based training workshops, documentation, and quick reference guides. Practice until confident.
Supported launch, real-time issue resolution, and 90 days of dedicated support. We stay until the new habits stick.
These aren't aspirational targets—they're the outcomes our clients consistently achieve.
Within first 60 days
Post-migration validation
No scope creep surprises
Within 90 days of go-live
Our implementations achieve 90%+ user adoption within 60 days—not the 20-40% industry average.
User-centered design means your team wants to use the system because it makes their job easier.
Quick wins within 30 days: cleaner data, better visibility, automated tasks. Full ROI within 6 months.
Phased rollout means you see benefits early, not just at the end of a long project.
We build with scale in mind. Your CRM grows with your business—no rip-and-replace in 2 years.
Documented configurations and processes mean your team can manage and extend the system independently.
Clean implementation reduces ongoing support costs. Proper training reduces helpdesk tickets.
We optimize licensing to ensure you're not paying for features you don't use.
Given its complex and multi-step nature, CRM implementation requires proper planning and technical expertise. The wide range of CRM options currently available to businesses, including custom software and dozens of SaaS platforms, certainly offers a good deal of choice. However, each alternative presents unique complexities that call for specific know-how, further highlighting the importance of a solid CRM strategy to guide the implementation process.
To ensure a smoother implementation, consider partnering with an experienced IT provider like 3Li Global to streamline software selection, budgeting, and other key aspects of your CRM journey.
Drive business growth with 3Li Global's CRM solution
Straight answers to what you're probably wondering.
Depends on complexity. Basic setup (standard configuration, small team): 4-8 weeks. Mid-complexity (custom workflows, integrations, 25-100 users): 2-4 months. Enterprise (heavy customization, multiple teams, complex data): 4-6 months. We can often accelerate with parallel workstreams.
User adoption—by far. Technical configuration is the easy part. Getting people to actually use the system is where most projects fail. That's why our entire methodology is built around adoption: user involvement, quick wins, excellent training, and hypercare support.
We audit your existing data, define cleansing rules, deduplicate records, map fields to the new system, run test migrations, validate accuracy, and execute the final migration. Our goal is clean data from day one—not garbage in, garbage out.
We regularly rescue struggling implementations. We assess your current state, identify what went wrong, and create a remediation plan. Sometimes it's faster to continue; other times, starting fresh is more efficient. We'll give honest advice on the best path forward.
Our implementation includes 90 days of hypercare: rapid issue response, user support, configuration adjustments, and adoption monitoring. After hypercare, we offer ongoing managed services for continuous optimization and support.
We involve end users throughout the project—in requirements, testing, and design. We prove value early and make the system easier than what they're doing now. Role-based training, quick reference guides, and champion programs create advocates within your team.
Depends on complexity. Basic setup (standard configuration, small team): 4-8 weeks. Mid-complexity (custom workflows, integrations, 25-100 users): 2-4 months. Enterprise (heavy customization, multiple teams, complex data): 4-6 months. We can often accelerate with parallel workstreams.
User adoption—by far. Technical configuration is the easy part. Getting people to actually use the system is where most projects fail. That's why our entire methodology is built around adoption: user involvement, quick wins, excellent training, and hypercare support.
We audit your existing data, define cleansing rules, deduplicate records, map fields to the new system, run test migrations, validate accuracy, and execute the final migration. Our goal is clean data from day one—not garbage in, garbage out.
We regularly rescue struggling implementations. We assess your current state, identify what went wrong, and create a remediation plan. Sometimes it's faster to continue; other times, starting fresh is more efficient. We'll give honest advice on the best path forward.
Our implementation includes 90 days of hypercare: rapid issue response, user support, configuration adjustments, and adoption monitoring. After hypercare, we offer ongoing managed services for continuous optimization and support.
We involve end users throughout the project—in requirements, testing, and design. We prove value early and make the system easier than what they're doing now. Role-based training, quick reference guides, and champion programs create advocates within your team.
Book a free 30-minute implementation consultation. We'll assess your situation, discuss your goals, and give you honest guidance on approach and timeline—whether you work with us or not.
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