CRM Implementation Services
Go live on Salesforce, Dynamics 365, SAP or Creatio with a CRM your teams actually use: designed with them, built in short iterations, migrated cleanly and supported after launch.
Explore customer platforms capabilities & delivery details
Also known as CRM deployment, CRM rollout, CRM configuration
- Discovery and design
- Configuration and build
- Data migration
- Integration
- Testing
- Training and adoption
- CRM deployment
- CRM rollout
- CRM configuration
- CRM system integrator
- CRM Data Migration ServicesCRM service
- CRM Integration ServicesCRM service
- CRM Strategy and AdvisoryCRM service
What is CRM implementation?
CRM implementation is the process of putting a CRM system into use: discovering requirements, designing processes, data model and security, configuring and extending the platform, migrating data, integrating other systems, testing, training users and supporting them after go-live. TechTiera implements Salesforce, Microsoft Dynamics 365, SAP Sales and Service Cloud, SAP CRM 7.0 and Creatio using an iterative method with business users involved in every sprint.
Reviewed 2026-10-27 by TechTiera's CRM practiceCRM Implementation Services at a glance
- Phases
- Discover, design, build, migrate, test, launch, hypercare
- Typical timeline
- 8 to 16 weeks for a focused rollout; phased programs of several months for multi-team, multi-country scope
- Platforms
- Salesforce, Microsoft Dynamics 365, SAP Sales and Service Cloud, SAP CRM 7.0 and Creatio
- Included
- Configuration, development, data migration, integrations, testing, training, adoption reporting
- Delivery
- Onsite, offshore or remote; fixed price or time and materials
What does TechTiera's CRM implementation service include?
Strategy, implementation, integration, migration and managed services from one accountable team.
Discovery and design
Processes, data model, roles and security, integrations and reporting designed and signed off.
Configuration and build
Iterative sprints with demos every two weeks so users shape the system as it is built.
Data migration
Source data profiled, cleansed, mapped and loaded in rehearsed waves with reconciliation.
Integration
ERP, marketing, telephony, e-signature and data platform connections built and monitored.
Testing
Functional, integration, performance, security and user acceptance testing with traceable results.
Training and adoption
Role-based training, guides, champions and adoption dashboards from day one.
How TechTiera approaches CRM implementation
Why CRM projects fail, and how we prevent it
| Common cause | What TechTiera does |
|---|---|
| Built for managers, not for the people entering data | Users from each team join sprint demos and acceptance testing |
| Dirty data carried into the new system | Profiling and clean-up before migration, with owners for each data set |
| Too much customization too soon | Standard features first; custom code only where it clearly pays back |
| No plan after go-live | Hypercare, adoption reporting and a prioritized backlog for the next release |
Typical use cases
- First CRM rollout
- Replacing a legacy or home-grown CRM
- Adding service or field service to an existing CRM
- Rolling out to new regions or business units
How is the work delivered?
- DiscoverGoals, processes, data, integrations and users.
- DesignProcess, data model, security and acceptance criteria.
- BuildConfiguration and development in short, demoable sprints.
- MigrateProfiled, cleansed, rehearsed and reconciled data.
- LaunchTraining, cut-over, adoption tracking and hypercare.
- Run and improveManaged services and a prioritized backlog.
Why choose TechTiera for CRM implementation?
TechTiera delivers Salesforce, Dynamics 365, SAP CRM and SAP CX, and Creatio, so recommendations follow your requirements, not a single vendor's quota.
Consultants with large-program experience across sales, marketing and service transformation, from requirements to adoption.
In-house SAP, Microsoft 365, Power Platform, integration, analytics and content management practices, so CRM is designed with ERP, data and documents.
A practical path off SAP CRM 7.0 before mainstream maintenance ends in December 2027, to SAP CX or another platform.
Which engagement models are available?
Onsite, offshore or remote delivery for clients in North America, Europe, the Middle East and Asia Pacific.
Defined scope, deliverables and milestones for implementations and migrations.
Flexible capacity for evolving requirements, proofs of concept and enhancements.
A named CRM team working as an extension of your IT and business teams.
SLA-backed administration, support and enhancements on monthly or annual terms.
Certified administrators, developers, architects and consultants placed in your team.
CRM Implementation Services FAQs
How long does a CRM implementation take?
A focused rollout for one team commonly takes 8 to 16 weeks. Multi-team, multi-country implementations with several integrations are usually delivered in phases over six months or more.
What are the steps in a CRM implementation?
Discovery, design, configuration and development, data migration, integration, testing, training, go-live and hypercare, followed by continuous improvement.
How much does CRM implementation cost?
Cost depends on users, processes, integrations, data volume and customization. TechTiera provides a fixed-price or time-and-materials estimate after a short discovery.
How do you make sure users adopt the CRM?
By involving users in design and testing, keeping screens simple, training by role, appointing champions and tracking usage after go-live.
Related CRM services
CRM Data Migration Services
CRM-to-CRM moves with clean-up, de-duplication and reconciliation.
Data migration servicesCRM serviceCRM Integration Services
ERP, marketing, telephony, commerce and data platforms connected to CRM.
Integration servicesCRM serviceCRM Strategy and Advisory
Assessment, vendor-neutral selection, roadmap, business case and licence review.
Strategy and advisory services
