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.A new look at Dynamics CRM Community page
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