Tips from our experts: The Top 5 Dos and Don’ts of a CRM Deployment

With 58% of CEOs in 2012 stating CRM as their number 1 area of investment our consultants have got together to list their top 5 dos and don’ts for organisations looking to implement a CRM solution.

Top 5 Dos

1.Prepare a clear business case and a defined scope.
2.Document your “as-is” situation.
3.Agree on clear success KPIs for set periods beyond deployment.
4.Prioritise user buy-in from day one.
5.Insist on allocating dedicated time to the project.

Top 5 Don’ts

1.Over-stretch the scope.
2.Start without or lose Director level sponsorship.
3.See CRM as an IT project.
4.Re-design your existing system.
5.Abandon data quality focus.

For more expert advice on your CRM project contact our experts.