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6 Steps to Successful CRM Projects

2023-04-25T20:44:01-05:00Categories: Salesforce Success, Successful Implementation|Tags: , |

We identify six steps in an implementation:    Requirements definition Configuration Testing Data migration Training Adoption   Requirements Definition We feel that the requirements definition is by far the most important part of the effort.  Our point of view holds it appropriate to view CRM projects as process automation exercises, not technology projects.  Therefore, defining [...]

Think You’re Ready? 7 Questions To Ask Yourself Before Implementing a CRM.

2023-05-03T10:09:10-05:00Categories: Salesforce Success, Successful Implementation|Tags: , , |

1. Do you have your business impact objectives identified?  IE, what you’re going to use the CRM to do for you? Too many people purchase a CRM “because they’re supposed to have one” and think it will move the needle for them based on that.  We’re not clear there are many other investments that businesses [...]

8 Points of Light: Making Your CRM Succeed for You

2023-05-03T10:11:26-05:00Categories: Salesforce Success, Successful Implementation|Tags: , , |

CRM implementations (& major projects) succeed based on a set of common themes. What are things you can do to make them really successful:   1. Treat it as a process project, not a technology project:  CRMs are sales and marketing automation systems.  They automate your processes.  Before you start, have you identified what processes [...]

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