Whether you are already using a CRM system, or you are considering a CRM system for the first time, your business goals and objectives should be identified to ensure that design decisions and choices made during the implementing of CRM make a real difference to your business.

CRM success is never based upon a “one size fits all” solution. Rushing into a quick fix by deploying a strategically unaligned CRM is a common problem, which will lead to dissatisfaction with the system after a few months. Your company will not receive the business value you are expecting.

That’s why our most successful clients allow us to spend time getting total clarity around the following questions:

  • “Why are we considering a CRM?”
  • “What problems are we trying to solve?”
  • “Which business goals and objectives should we this CRM system assist with?”
  • “What can be broken into phases?”
  • “When should each phase be implemented in the coming years?”

For your new CRM system to be a success, you need to clearly define how you want it to work for you. Being unable to do so will hinder the potential benefits that your CRM should be able to bring to your business.

Our own software consultancy process is designed to help all our clients to develop a strategic roadmap to guide their CRM program. From initial conception, through to implementation and beyond, the roadmap will provide the navigation to ensure a successful CRM solution.

Some of the key elements of a successful CRM project plan include:

  • Defining the Strategic Goals and objectives of the program of work
  • Developing a Long-Term CRM Roadmap for a program of work
  • Identifying Key Metrics for success and acceptance criteria
  • Identifying potential obstacles to success
  • Recognising system capabilities

Looking for some help with your CRM project? As specialists in our field, XRM Architects can work with you to craft strategy using these results to produce a comprehensive road map for your CRM project.


Zachery Walsh O'Brien

Written By: Zachery Walsh O'Brien

Zachery is a Web Developer with a great eye for front end web development. He has studied Graphic Design, received a Higher National Diploma in Visual Communications, and interned as a Graphic Designer upon leaving college in a digital design agency in Ireland. Zachery originally focused on WordPress web design but has now diversified his skillset towards a web development role being able to leverage many front end languages and frameworks.

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