How to start.

 

Define the result you are expecting from CRM.

Remember, the goal should be SMART (simple, measurable, achievable, reasonable and timing).

For example: to increase our revenue by 10% in two months.

 

How you expect to achieve the goal.

For example: 

Key customers' loyalty

Creating new leads

More effective marketing campaigns

Reduction of expenses for sales and marketing

Better control of sales process

 

How much time and money you are going to spend for CRM project.

Which departments or specialists will be involved in the project.

 

Effective project team is the most important factor for CRM project success.

Usually project team includes Project manager, IT specialist (Administrator), heads of sales, marketing, service departments.

 

CRM implementation will be more effective, if the project team develops the detailed plan. Plan should contain a schedule and define responsible persons for every stage.