As an organization that performs a high volume of CRM implementations, we understand there are many different ways to roll these systems out. Whether it is design, development, or go-live ( or anywhere in-between), the best approach for your own implementation is understanding how those phases are different.
During the design phase, project team members determine how to best use the application to meet the needs of the organization. Most companies have a wide variety of processes they must support using the CRM system so it’s important to focus more on future use as opposed to specific options that are available.
When organizations move into the development phase, having a nimble system is crucial.
Unlike accounting systems, CRM systems typically stretch across numerous departments, including executives, and can be accessed by team members from all over the world. Often, systems such as Dynamics CRM may require access in several languages and through different mediums, including the Internet and mobile devices.
When deploying a CRM system, there are many people involved and that creates additional requests and requirements to deal with. One key is to bring in strong change management, as this will help tremendously with user adoption and training. There are many factors to consider when implementing a new CRM system so put plenty of time into proper planning and you will reap the benefits during the design, development, and go-live phases.
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