Determine in advance what success is Success is a relative term. That is why you would do well to determine in advance what your criteria are for a successful project. Success of your implementation is not only measured on the basis of delivering the project on time and within budget. More importantly, the success of your CRM project is linked to the strategic business objectives.
Success is then the extent to which the crm software implementation supports the chosen CRM strategy, makes the achievement of the chosen CRM objectives feasible and thus delivers the intended business benefits (over time). So determine in advance what your priorities are. Communicate openly to your IT partner what success means to you. Only in this way will you be able to measure objectively after the project whether your project was successful or not.
Research shows time and again that only half of the organizations start an CRM implementation process based on a strategic vision. If you work from such a vision towards results and thereby emphasize the change process, you have the greatest chance of a successful implementation. In doing so, translate your business objectives into customer objectives and focus on added value for the customer and your success is guaranteed.
Remember that the software is only a tool to help you achieve business objectives and that neither the software nor the IT department should be leading in the project. Do not try to reach your goal in one go, but work towards it step by step and thereby create quick wins to keep everyone enthusiastic. In case of the student portal also you can be specific.
Importance of a professional implementation methodology
There are three important requirements for every software project. The new CRM system must be delivered on time with the expected functionalities, the budget must remain under control and your organization must be able to continue working normally during the implementation. The project is therefore approached in a structured way and professionally supervised. This is the only way to guarantee that the new CRM solution will be delivered within the agreed period and according to the budget. Below we take a closer look at 4 important aspects that you must take into account when implementing your CRM system:
- Phased approach
- Assemble project team
- Underline benefits for users
- Develop a communication plan.
Once the decision has been made, it seems tempting to proceed as quickly as possible to the development phase and installation of the new CRM software. Nevertheless, practice shows that a phased approach is the best way to achieve results faster. With the top crm systems you can be the best there. Therefore, judge your software partner not only on the software application that he proposes, but also on his implementation method: you can rest assured that he approaches the entire process in a structured way, accurately documents it and that he communicates clear responsibilities and deadlines. A successful implementation process is actually already started when the selection team negotiates with the new software partner.