Often, one of the most technical parts of a CRM implementation project is the integration of the CRM platform to other back or front office systems. In my experience, organisations are often happy to let their implementation partners worry about the technical detail as long as the business outcome is Continue Reading
The art of the successful CRM system go live…
Picture the scene. You and your implementation partner have been working for months to implement your carefully thought out CRM system. The requirements specification has been met and the day to set the system live has finally arrived. Your excitement levels are at maximum as you look forward to the Continue Reading
The main phases of a CRM project and typical timelines
A couple of weeks back I wrote a piece about what I saw as the key roles in a CRM project. In this article, to help anyone planning a project, I’m going to outline what I see as the key phases. So, largely in sequential order: Initial planning and feasibility Continue Reading
Making a success of CRM data migrations
One of the most critical aspects of any CRM implementation is the successful migration of data from legacy systems to your shiny new software. Unfortunately, going live to your users with poor data is a sure-fire way of denting their confidence in the system from day one and hence decreasing Continue Reading