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Select and Implement a Customer Relationship Management Platform

Vendor Evaluation

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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

Discuss This Workshop

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. 




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

  • CRM Procurement Project Charter

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

  • CRM Use-Case Fit Assessment

Conduct process mapping for selected marketing processes.


Interview business stakeholders.


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. 




Complete marketing process mapping with business stakeholders.


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


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.


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

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

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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Ontario College of Teachers



Well facilitated workshop that got participants really engaged in the discussions and discovery sessions. Facilitator was very knowledgeable about the subject matter.