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CRM Blueprint Assessment

Think of it this way: Some people buy manufactured homes, right "out of the box." And that's great. However, if you need to change anything about the stock plan, you need an architect to review your changes.

Let BrainSell be your software architect.

Many businesses know that they need CRM, but they don't know where to begin. If this describes your business, we offer assessment packages to physically document your needs and suggest a system design if appropriate.

Designing before you build mitigates scope creep. If a software designer gives you a quote for something they don't fully understand, they run the risk of going over budget -severely. Protect yourself and learn what you need with a BrainSell Blueprint.

Who Needs the BrainSell Blueprint?

  • You need CRM, but your requirements are more than just "out of the box."
  • Your project includes integrations with other systems and you'd like to plan that out.
  • You have a work flow process in mind (or not) and it needs to be mapped out by an expert.
  • You're not sure which CRM application is right for your company.
  • You have a system in place, but it's not effective.

Assessment Level 1

  • One interview session limited to one main stakeholder up to 90 Minutes
  • Report draft and 60 minute collaborative review, including analysis of issues
  • May also include product recommendation, further consultation and estimated cost of project
  • Final documentation of findings

Assessment Level 2

  • Interview with up to three stakeholders
  • Draft documentation of findings
  • Up to three collaborative phone sessions
  • Final documentation of findings
  • Upon request this assessment may also include a detailed system specification for a single product.

Assessment Level 3

  • Interview with up to five stakeholders
  • Draft documentation of findings
  • Up to four collaborative phone sessions
  • Delivery of final report, which may include information on recommended products, cost estimate and/or "Best Fit Analysis".
  • Upon request this assessment may also include a detailed system specification for a single product.

*On-Site engagements may incure travel related expenses

If you require more specialized assistance, ask your business analyst to tailor a package just for you.


With more than a decade of experience in the evolving business software industry, we've learned that a one-size-fits-all technology solution doesn't exist. A successful implementation requires a full and complete analysis of a company's infrastructure, operations and business processes, and the tailoring of solutions that enhance the success and productivity of every member of a company.

We offer data conversion services to convert or migrate virtually any information or database into your sales automation system. In addition, our custom programming services can shape your CRM or ERP system to work precisely the way you do and connect to your legacy systems.

Effective training is a process, not an event. Learning should be an ongoing process. The human ability to absorb knowledge is not linear. We tend to absorb what interests us in the moment, often missing key clues and information. BrainSell provides both on-site and off-site training. Programs can be tailored in half day or full day sessions.


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