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Select and Implement a Customer Relationship Management Platform

Vendor Evaluation

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Contributors

12 Anonymous Contributors

Your Challenge

  • Customer relationship management (CRM) suites are an indispensable part of a holistic strategy for managing end-to-end customer interactions.
  • After defining an approach to CRM, selection and implementation of the right CRM suite is a critical step in delivering concrete business value for Marketing, Sales, and Customer Service.
  • Despite the importance of CRM selection and implementation, many organizations struggle to define an approach to picking the right vendor and rolling out the solution in an effective and cost-efficient manner.
  • IT often finds itself in the unenviable position of taking the fall for CRM platforms that don’t deliver on the promise of the CRM strategy.

Our Advice

Critical Insight

  • IT needs to be a trusted partner in CRM selection and implementation, but the business also needs to own the requirements and be involved from the beginning.
  • CRM requirements dictate the components of the target CRM architecture, such as deployment model, feature focus, and customization level. Savvy application directors recognize the points in the project where the CRM architecture model necessitates deviations from a “canned” roll-out plan.
  • CRM selection is a multi-step process that involves mapping target capabilities for Marketing, Sales, and Customer Service, assigning requirements across functional categories, determining the architecture model to prioritize criteria, and developing a comprehensive RFP that can be scored in a weighted fashion.
  • Companies that succeed with CRM implementation create a detailed roadmap that outlines milestones for configuration, security, points of implementation, data migration, training, and ongoing application maintenance.

Impact and Result

  • A CRM platform that effectively meets the needs of Marketing, Sales, and Customer Service and delivers value.
  • Reduced costs during CRM selection.
  • Reduced implementation costs and time frame.
  • Faster time to results after implementation.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should select and implement a CRM solution, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

Guided Implementations

This guided implementation is a seven call advisory process.

Guided Implementation #1 - Launch the CRM project and collect requirements

Call #1 - Identify organizational fit for the technology.
Call #2 - Create the project plan.
Call #3 - Plan requirements gathering steps.

Guided Implementation #2 - Select a CRM solution

Call #1 - Discuss the use-case fit assessment results and the Vendor Landscape.
Call #2 - Review contract.

Guided Implementation #3 - Plan the CRM implementation

Call #1 - Create an implementation plan.
Call #2 - Discuss roll-out of processes and hand-over to operations.

Onsite Workshop

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Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Launch the CRM Selection Project

The Purpose

Discuss the general project overview for the CRM selection.

Key Benefits Achieved

  • Launch your CRM selection project.
  • Develop your organization’s CRM requirements. 

Activities

Outputs

1.1

Facilitate activities from the “Launch the CRM Project and Collect Requirements” phase, including project scoping and resource planning.

  • CRM Procurement Project Charter
1.2

Conduct overview of the CRM market landscape, trends, and vendors.

  • CRM Use-Case Fit Assessment
1.3

Conduct process mapping for selected marketing processes.

1.4

Interview business stakeholders.

1.5

Prioritize CRM functional requirements.

Module 2: Plan the Procurement and Implementation Process

The Purpose

Plan the procurement and the implementation of the CRM solution.

Key Benefits Achieved

  • Select a CRM solution.
  • Build a plan for implementing the selected CRM solution. 

Activities

Outputs

2.1

Complete marketing process mapping with business stakeholders.

2.2

Interview IT staff and project team to identify technical requirements for the CRM suite, and document high-level solution requirements.

  • CRM RFP
2.3

Perform a use-case scenario assessment, review use-case scenario results, identify use-case alignment, and review the CRM Vendor Landscape vendor profiles and performance.

2.4

Create a custom vendor shortlist and investigate additional vendors for exploration in the marketplace.

  • Vendor Shortlist
  • Vendor Evaluations
  • Selection of a CRM Solution
2.5

Meet with project manager to discuss results and action items.

  • CRM Projected Work Breakdown
  • Implementation Plan
  • Framework for CRM Deployment and CRM/Marketing Management Suite Integration

Member Testimonials

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After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.

Client

Experience

Impact

$ Saved

Days Saved

Scientific Games Corporation

Guided Implementation

9/10

$33,091

20

Knights of Columbus

Guided Implementation

10/10

N/A

N/A

Kuvare US Holdings

Guided Implementation

10/10

$2,647

2

Auditor General IT Services

Guided Implementation

8/10

N/A

N/A

eGov Jamaica Ltd.

Guided Implementation

10/10

N/A

10

Academic Partnerships

Guided Implementation

10/10

N/A

2

RICOH Canada Inc.

Workshop

10/10

N/A

N/A

National Council on Aging

Guided Implementation

9/10

N/A

N/A

Government of New Brunswick

Guided Implementation

9/10

N/A

N/A

Statistics Canada

Guided Implementation

10/10

N/A

N/A

First Ontario Credit Union Ltd.

Workshop

9/10

$50,000

50

Ecmd, Inc.

Guided Implementation

10/10

$27,135

32

Canadian Patient Safety Institute

Guided Implementation

8/10

N/A

N/A

Peoples Bank

Guided Implementation

10/10

N/A

N/A

Workers' Compensation Insurance Rating Bureau

Workshop

10/10

$66,183

32

Apogee Enterprises, Inc

Guided Implementation

9/10

$36,400

20

Canadian Grain Commission

Guided Implementation

8/10

$2,000

7

Pembina Pipeline Corporation

Guided Implementation

8/10

$55,000

9

Girl Guides of Canada

Guided Implementation

9/10

$10,000

5

Turner Construction Company

Guided Implementation

10/10

$264K

20

Peoples Group

Guided Implementation

9/10

$2,000

2

Donor Network West

Guided Implementation

10/10

$132K

N/A

Labor and Workforce Development Agency

Guided Implementation

8/10

$66,183

10

Adtran, Inc.

Guided Implementation

9/10

N/A

N/A

De Lage Landen International B. V.

Guided Implementation

8/10

N/A

N/A

Ontario Provincial Sector ? Land and Resources

Guided Implementation

10/10

$10,000

10

Saskatchewan Water Security Agency

Guided Implementation

9/10

N/A

N/A

Canadian Stewardship Services Alliance Inc. (CSSA)

Workshop

10/10

N/A

N/A

IMCD N.V

Guided Implementation

6/10

$5,000

N/A

DAI Global, LLC

Guided Implementation

6/10

$1,985

2