Select and Implement a Customer Relationship Management Platform

Enable marketing, sales, and customer service teams by successfully choosing and implementing a suite for customer relationship management.

Onsite Workshop

Selecting and implementing a CRM platform without a plan can result in:

  • Misalignment with Sales, Marketing, and Customer Service requirements.
  • A platform that frustrates prospective and current customers, leading to lost revenue.
  • Rework caused by improper deployment.
  • Wasted investment.
  • Poor adoption and high operational costs.

Upfront planning for CRM selection and deployment leads to:

  • A deployed, cost-effective platform that is in lockstep with the needs of Sales, Marketing, Customer Service, and other stakeholder groups.
  • A platform that provides cutting-edge capabilities for customer interaction.
  • High adoption rates and low maintenance costs.
  • A deployment that does not require overhauls every year.

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.
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

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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 road map in place to complete your project successfully.

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