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CRM Overview: CRM Planning
CRM Planning
So you think you want a CRM system. Time to buy a server, load in some software and let
Ted and Joan in marketing create a nice 3 pager on how the new system should work. I wonder if Starbuck's has that tasty pastry back yet?
Back to reality.
It's not that easy, but we can help solve this challenge.
The key to a successful CRM implementation is strong planning. Our team has a project manager overseeing each project from initial analysis and process review to final training of your end users.
Each project can be planned as follows:
- We start with a business analysis and process review to find the best solution for your situation. This is the most important step. We talk with all people in the process, bottom to top and top to bottom. If you replicate a bad system, the new system will only enhance your inefficiencies. Or make them occure faster. This is the stage where we gain buy in from your staff.
- We do a comprehensive analysis as part of the process. At the root of it all: Good data and good process make for a good CRM system
- Map out the technology we'll use, modifications to complete, etc.
- Map out how we shall introduce the new system into the company
- Debugging and training
- Golive and follow up
Your company can benefit from a CRM implementation and use the same tools as
billion dollar corporations. However, unlike those corporations, your company
can implement in under 2 years, and not pay millions for the same competitive
advantage
Historically, analysis has show that for the CRM industry, 55% of projects fail. Why? People. If your staff is not engaged in this change for the better, your project will fail.
Of all the items related to planning for a new CRM system, this is the most important: Your people must be part of the process at stage one.
We believe in following a strong plan and involving all end users to prevent this from occuring. That is why our success rate beats the previously mentioned industry average.
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