Steps for Effective CRM Implementation |
1. Set Precise Goals It is important that a CRM solution is business-oriented. This means that the solution should reflect the way the enterprise wishes to work in the future. To do this, it is necessary to start with the enterprise's CRM strategy and to ensure that once implemented the system will support the customer, channel and product strategies. The CRM strategy should he supplemented with concrete goals that can he used as reference points during the implementation process and can also function as critical success factors for the finished CRM solution.
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2. Involve all Departments Affected
3. Follow the Project's Progress Carefully Gradually, as the project progresses past the various milesitones, a picture begins to emerge of the tasks that have not been given sufficient attention (such as change management but this does not cause management to pump more employees into the project either. Unfortunately in cases like this, the true CRM strategic goals will begin to fade and the solution will not he sufficiently anchored in the enterprise. You can donwload excellent powerpoint slides on marketing management and business strategy here. Time after time it has been demonstrated that the unexpected happens. That is why it is necessary to continually follow up and adjust the plan in relation to the original project goals. The re are numerous reason for project delay. Some are legitimate and acceptable, but others are a direct result of the lack of precise planning or no planning at all. But merely making a plan does not necessarily mean solving the problem. It is also important to follow up the plan with work. In other words, "plan the work and work the plan."
4. Communicate Continually with Interested Parties During the project, participants will come into contact with large parts of the organization and thus they are an important group when it comes to communications. All of these people should therefore have a good understanding of the whole project and be able to answer general questions such as: why is this necessary? and how is it going to benefit the company and me? The following tips can help make a communication program a success :
• When choosing communicators, the enterprise should be selective. These people should be well-respected and perceived as reliable sources of information. Communication does not come just from top management and the project team. Employee attitudes and thus their acceptance of the CRM solution are strongly influenced by other employees in the organization, in particular those that they respect, admire and follow. That is why at all times throughout the project, the project team should identify those influential people whose support is necessary for the success of the project. In situations where the person's support is not forthcoming, the team should try to find out what can be done to change the person's attitude.
5. Focus on Quick Wins
Source of Reference:
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