①

Create a Governance Board

②

Use the CRM project as a chance to rethink how you do things in your business

③

Allocate sufficient time for preparation and migration of the existing data

④

Be prepared to manage resistance to change

⑤

Make sure key staff, including the CEO, is involved

  

   

⑥

The Executive Sponsor should be involved in regular project reporting.

⑦

Identify and appoint 'champions' to head up a successful implementation

⑧

Provide training every time as a major change is made

⑨

Give users a way to provide feedback

⑩

Don't rush, make sure it's right

   

 

CRM  ●  CRM Benefits  ●  3 CRM Disciplines  ●  CRM Implementation

  

 

 

 

 Love your customers, and they will love you back.