Wednesday, August 17, 2011

Tips for successful CRM Implementation

Many times it happens that organization looking for CRM implementation does not have a clear understanding of their goals & desired outcomes. This may lead to less satisfied customer on such type of CRM implementation if below points are not taken into consideration before, during & after implementation.
·         Develop a vision and define scope of CRM implementation in the organization
·         Identify the areas where CRM application will be required.
·         Identify expected business outcomes, key users , data to be managed from the areas mentioned.
·         Set the scope for integration systems with CRM application.
·         CRM Requirement gathering should be done by keeping in consideration the vision and scope of CRM which has been defined.
·         Document key business processes
·         Focusing on reducing data entry & providing right information to right users
As the time passes products , services , selling methodologies will change. A process is needed to be established to review all these changes and determine its impact on CRM investment.



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