Principles for a successful CRM Implementation

- Simple English translation of what my clients told me

PRINCIPLE 1: CRM is Not a Software Purchase. It’s a Strategy

My Client's Insight -

• Build your CRM vision by first defining a valuable customer experience
• Conduct business on your customer’s terms
• One global view. Myriad local relationships
• Make user adoption a top priority

PRINCIPLE 2: CRM must fit the way you work – Today and Tomorrow

My Client's Insight -

• The right CRM architecture can work the way you do
• Your system must be flexible to build in complex business processes
• CRM should help you grow – and grow along with you

PRINCIPLE 3: Define measurable CRM business benefits

My Client's Insight -

• CRM makes it easy to deliver fast and informed service

PRINCIPLE 4: Consider Total Cost of Ownership (TCO) carefully

My Client's Insight -

• “Industry Specific” CRM lowers total costs

PRINCIPLE 5: Think beyond features. Pick the right implementation partner

My Client's Insight -

• Industry knowledge and experience pays dividends
• A supportive partner can make all the difference