Implementation of CRM in 3 phases

CRM implementation in 3 phases is a simple overview of the complex process of CRM-system implementation. Most CRM-systems fail because too many functions are implemented from the get go. And most often CRM-systems silt up because the project manager does not have the necessary authority to enforce the time frame and set goals. Especially for medium-sized companies it is imperative that the system matches the company’s available resources, needed functionality and processes. Unnecessary and complex functions usually means additional cost and effort that don’t have any use. When selecting a system don’t forget the people who have to manage their work day with the new software. 

CRM implementation in 3 phases

CRM implementationA CRM-system can be implemented in three phases in a manageable time frame.

Phase 1: Core functionality

The goals for the first phase should be set up so that they can be 100% realized in the set time frame. In this step the high priority points from your requirements list should be handled. Do not forget user training.

Core objectives of phase 1: Address management and possible data assumption

Phase 2: Additional functions and integration

The second phase should start right after the first phase. The implemented functions from phase one should be completely integrated to the user’s daily routines before phase two is started.

Core objectives of phase 2: Funktion extension and possible system integration with other applications

Phase 3: Nice to have

The third phase illustrates additional user wishes for functions. Usually when the implementation is successful and during the second phase, many desired functions are already implemented so the users usually have no or very few additional requirements for the CRM-system. In this phase advanced training for your employees should be on your thoughts.

The CRM implementation in three phases has shown to be successful for many projects and was developed from practice for practice.

Many companies make the mistake of implementing a CRM and then viewing the issue as closed. Please be aware: The daily processes constantly change. This is why it is necessary from time to time to adjust the business processes that were implemented with the CRM-software.

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