Planning a Successful CRM System Implementation

The Secret Ingredients to CRM Success

This guide will help you follow a structured and proven process for getting ready for a CRM implementation. This process is designed to specifically address and prevent the most common types of project failure, and if your consultants or vendors aren't planning to follow it, your project could be at risk before it gets started. 

A credible and reliable partner knows how to mitigate the risks of a CRM system implementation, and this knowledge will be visible in their approach.

There are five things we will be covering: 

  1. Defining the Project's Purpose 
  2. Scope is Everything 
  3. Questions You Should Be Asking 
  4. Consider Deployment Options
  5. Supporting User Adoption