How to make your CRM project a success?

The No. 1 value of your CRM is the quality of its content! It is therefore essential to secure the support of as many users as possible so that the content is always excellent, as the users are the only ones who will "feed" the system.

GOAL DEFINITION

It is important that a principal objective is identified, for example, retain existing customers, increasing its share of export sales, re-conquer the lost customers ...
It will then be easier to handle priorities during the specifications phases. And avoid one of the major pitfalls: perfect CRM on paper but never deployed.

 

PROJECT CONSISTENCY

The reflection on the issues, expectations and resources is essential. Indeed, the consistency of the project is a key determinant for the relevance of the implementation and successful deployment.
This reflection should lead to consistency between the 4 key factors of the project: the number of people involved, the desired functions, the desired schedule and the available budget.

 

DEPLOYMENT SUCCESS

Training is often the first stage of deployment: this is an essential step as it marks for each user the passage from a working environment to another one. Subsequently, we advise all our customers to identify a sponsor within its teams (often in marketing department) who will be responsible of the proper use of CRM.
The success of your CRM project is also reflected in its constant changes requested by users or your business. To address this, we offer professional services, tailored to each client.