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A Receipe for a Successful CRM Implementation:
With extensive experience of CRM from a strategic, implementation, and operation standpoint; Phil Rowlinson provides some insights into implementation aspects that have proved to enhance the success of a CRM implementation:

  • Align project goals with your company’s strategic objectives
  • Expect and plan for significant change: change management is critical
  • Data cleanliness and migration
  • Establish critical success factors, measurement systems and ROI
  • Plan a progressive implementation
  • Build value for the users: achieve buy-in
  • Educate, Engage: Change the culture
  • Plan for continuous Education
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