Sage CRM - Customer Relationship Management

Software systems in general are fairly labor intensive, and Customer Relationship Management (CRM) software is one of the trickiest types of software suites to deploy within an organization quite simply because CRM is the science and psychology of an organization’s customers.  The thing a lot of organizations tend to forget is that they have two different types of customers – internal and external.

Not only does an organization have to consider the nuances of how best to manage their customer’s experience, but they must consider their employees’ experience as well.  Yes, it’s very important to have a feature rich CRM system, but what good will it serve the company if no one uses it?

This article will serve as the introduction to a series of articles meant to address some of the key elements that must be considered before, during, and after the implementation of a CRM system. Some of the upcoming topics of how to ensure successful software deployments are:

  • Targeting Pain Points of a Business
  • Looking at the System From the Users’ Perspective
  • Defining the CRM’s Scope and Deployment Roadmap
  • Productivity, Sales, and Defining Value in Data Input
  • Selecting a CRM Software and Why It Matters
  • Setting Accountability and Ensuring CRM Adoption
  • Hardware and Software Compatibility and CRM
  • Embracing CRM as an Organizational Centerpiece
  • Effectively Connecting an Organization’s Front Office and Back Office
  • Selecting a Consulting Firm and Why It Matters

In the installments that follow, these key points will be explained further, the many questions asked at each key point will be answered along with considerations, and methods that have been used to proactively address implementation woes before they ever have a chance to gain traction.