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MANAGING YOUR CRM PROJECT

CORE CRM DEVELOPMENT ROLES


Business Sponsor / Leader CRM Steering Committee Implementation project Manager Lead Developer Database developer Front end Developer Subject Matter Experts Optional roles :Director e-Business, Data warehousing / CIO / Strategic Planning head / Privacy Officer

How well do we know CRM vendors external environment ? Are there critical one-time-only task that need completion ? Are we comfortable that our requirements are well defined ? Can we get started with our existing staff ? Project management Office ( PMO )

Question that determine whether outside help is necessary

CRM PROGRM AND REQUIREMENTS

DELINEATING CRM PROJECTS

CRM IMPLEMENTATION ROADMAP

CRM DEVELOPMENT SUCCESS METRICS


Incremental development vs big bang approach Requirements driven development scope creep Continuous user involvement Implementation process rigor

CRM SUCCESS MEASUREMENT

SINS OF CRM DEVELOPMENT


Failure to define a CRM strategy Failure to manage staffing expectation Failure to define success Hasty ASP decisions Failure to improve business process Lack of data integration Failure to continue socialising CRM to the enterprise at large

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