What are the key success factors for the implementation of a CRM system?





The key factor EVERYONE! forgets (especially the sales people you’re going to have in the door after asking this question) is the one that has solved all my CRM problems in the past.

That being said…

1. Determine and document the processes going on CURRENTLY inside your organisation (you have taken years to make them work – don’t ruin them upon a CRM implementation)

2. the go ahead and have the CRM mapped ON TOP of the existing processes and not vice versa

Bottom line of this argument is, that an organisation dynamically grows. And your CRM will grow along with that. If you happen to install a CRM which makes it necessary to implement totally new processes your organsation will – at least for a moment – less productive (because of training, etc.) and there will be a lot of adapting going on. This is – especially for older people – a big task to request.

The closer you document the requirements for the CRM, the better it will integrate and be accepted by the staff.

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