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. 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 –


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