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Critical Successful Factors of CRM Implementation


2005-03-20

There're lot of similarities between the implementation of CRM and the implementation of CRM. The critical successful factors of CRM implementation is very similar to the one of ERp implementation.

Strategic Planning

Strategic planning involves setting project goals, identifying high level business requirements, establishing project teams and high level project estimates, as well as setting the priority of modules to be implemented incrementally. CRM implementation places a higher focus on customer, howvever.

Architectural Design

While high level architectural decision is made as part of the CRM vendor selection, it remains a critical successful factor when integrating CRM with other enterprise software applications. A scalable and flexible architecture framework can alleviate the traditional problems in CRM implementation.

Phased Approach

It is important to break your CRM project down into manageable pieces by setting up pilot programs and short-term milestones. Big bang approach is rarely used in implementing large CRM systems nowadays. Organizations may either approach the easiest application first as the pilot project, or implement a mission-critical application first. The organizations with extensive experience of implementing enterprise solutions tend to go the second approach, which others may prefer the pilot implementation approach.

Data Requirements of CRM Projects

Like its counterpart ERP systems, much of the implementation of off-shelf CRM systems involves the customization of functionality and the integration of CRM systems to enterprise IT infrastructure. Successful CRM systems need to capture sufficient information from end-users and to exchange necessary information with other applications. Data requirements reflect details of business requirements.

CRM systems should normally capture the information of customer demographic data through Web registration or customer survey, order and fulfillment data, service and support records as well as account information.

Data Gathering

Data gathering for CRM implementation starts with the data critical to the business decision making in managing customers. More data requirements can be logically derived from. Lack of sufficient data will lead to the failure in one way, while gathering and storing excessive data will result cost overrun and delay of system delivery.

Organization Commitment

The implementation of a CRM project involves everyone in the customer relationship management.The commitment comes from the understanding the benefits of CMR. For example, if the sales force isn't completely sold on the system's benefits, they may not input the kind of demographic data that is essential to the program's success.



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