CRM implementation success- list of key questions you should ask from yourself

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Whenever you are planning or thinking of CRM implementation at your organization, the first question you should ask form yourself – Why you need a CRM? And the answer should be an outcome of a deep analysis by including the key people from all the related departments.

While finding out the answer you need to work on following factors:

  • What is your goal of CRM implementation?
  • What are your organization’s problem areas?
  • How much monetary loss your organization is incurring due to related problem areas?
  • How much opportunities you are losing due to your inefficient CRM process?
  • Analyze technical capabilities of possible end users for new CRM application?
  • What are the primary features you feel that is must in your CRM application to overcome the existing losses?
  • How quick you need the CRM implementation at your organization?
  • Is there any scope of gradual implementation of CRM or the complete implementation is required in one go?
  • Is your organization in the situation of adapting itself with the new technology very much or you need a more adaptable application?

Once you have analyzed these primary Questions; Start sharing these inputs with your expected CRM vendors and let them come up with a better solution for you.

“All best for your CRM initiative”

PenguinCRM team

Republished with author's permission from original post.

1 COMMENT

  1. Good post. These are some great questions that companies and people need to think about before implementing a new system. Training also plays a tremendous role in user adoption and successful implementation. Anyone with a leadership role in a CRM project should be very familiar with this topic. A good whitepaper with training and user adoption tips can be read here – http://www.intelestream.net/en/whitepapers/crm-adoption.html

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