Introducing QGate’s CRM Success Program


QGate have developed a 9-step guide giving you all the help you need for a successful CRM project.


QGate, leaders in delivering high-quality Customer Relationship Management (CRM) solutions has announced their CRM Success Program to help anyone tasked with delivering a CRM project.

QGate understand that while most businesses appreciate the value of a CRM system helping to manage their customer relationships and interactions, many don’t know where to start. Our CRM Success Program makes this process achievable.

The QGate CRM Success Program has been specifically designed to introduce you and your business to the world of CRM. If you follow and realise the goals of each step you will have a successful CRM system. It is also vendor agnostic, meaning you can take your work here and engage with any CRM partner across the globe.

Alastair Jupp, Business Analyst at QGate, explains our intention to give clients freedom to use as much or as little of our help as they wish:

"You can choose to do the steps on your own, using the self-service guides and tools, or you can get support from a partner. Either way, whether you read our articles, use our tools, attend our workshops or use our expertise, at no point are you tied to us, you have the freedom to make your own choices on how you proceed and with whom.”

Our CRM Success journey is built up of the following:

  • Four Key Goals

  • Two Measurable Objectives

  • Nine Simple Steps

  • ONE Principle

Based on our 20+ years of experience, we believe these are the key foundations to ensuring your CRM implementation is successful, so let’s look a little deeper.

The Four Key Goals:

    1. Engage your customers by building an emotional connection between them and your brand.

    2. Empower your employees by giving them tools and resources that will enable them to make decisions.

    3. Optimise your operations.

    4. Transform your products.

CRM will provide insights into your customer preferences and requirements to enable you to take your products and services to the next level, build digital services, and integrate with your products to personalise experiences.

The Two Measurable Objectives are things every business aims for: increased revenue and decreased costs. CRM will provide you with detailed information to help you achieve this.

The Nine CRM Steps are designed to guide you smoothly through the process, with help, tools and support from us on hand at every stage:

    1. Preparation

    2. Strategy

    3. Process

    4. Scoping

    5. Design

    6. Develop, Integrate and Test

    7. Deploy and Train

    8. Maintenance and Support

    9. Evaluation and Iteration

And finally, the One Principle: The freedom to choose, the first 4 steps of the QGate CRM Success Program are technology agnostic, this means if you have either chosen a CRM technology already or you do not wish to commit to technology so early, you can still use this program.

For more information and access to our CRM Readiness Assessment survey visit

About QGate Software Limited

QGate are an established UK CRM partner based in Fareham, Hampshire. For over 22 years we have been delivering best-of-breed CRM and BI solutions, and professional services to businesses in a wide range of industries, building a deep level of expertise that we share with our clients. We are a Partner with a passion for delivering the right solution for your business and take a holistic and evolutionary approach to doing so.