CRM Made Simple
During our years of working with CRM and other Enterprise Systems we have learned many lessons. Primarily, what it takes to successfully implement CRM. We have adopted an approach that is iterative and focuses on taking small, achievable steps – one at a time. This CRM implementation approach is successful because users get involved at the beginning of a Phase and quickly see value. Another benefit of utilizing this approach is project schedules and budgets are kept under control. This gives management confidence to move into subsequent phases of CRM implementation. To know that you have your Microsoft CRM implementation right, you should be able to complete each phase in 6-8 weeks. This will keep your users engaged, will keep results flowing and keep everyone on track. Any more than that and you start losing focus and momentum. In summary, key reasons that a phased approach is successful:
- Time and Budget estimates are more accurate.
- Important CRM functionality is implemented first.
- Results are shown to users quicker and more often, keeping them engaged.
- CRM Project momentum is increased by celebrating “Wins” early and often.
- Scope creep is managed by tracking new requirements into later project phases.
The figure below shows an example of a Phased approach to implementing CRM.
CRM systems are becoming a necessary part of the competitive business landscape. By purchasing Microsoft CRM you have recognized this and begun your journey into the world of Sales, Marketing and Service automation. The road may be filled with curves and diversions, however with expert CRM consulting, guidance and dedication you will be able to successfully get the most out of your time, effort and dollars spent.
Dream big, but take it one step at a time. Let’s start earning ROI by successfully completing Phase 1 first, and then move into the subsequent phases.
For more information on a custom CRM Implementation for your company, please contact Customer Dynamics Sales.