The introduction of a CRM system not only involves a technical change, the way of working also has to be adapted. The complete integration of the system into everyday work creates enormous added value for the entire company. By selecting the project team, you can ensure from the outset that all departments and their specific requirements are taken into account when establishing the system. By ensuring enthusiasm and motivation in your project team, you will enable the successful completion of the “Introduction of CRM system” project and thus the development of the company towards improved customer orientation. The enthusiasm and motivation of your project team will also convince the other employees in your company of the CRM system.
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Well-thought-out and structured project management is essential for a smooth project process. This is the only way to ensure that project goals are consistent with the company's strategic goals and are ultimately achieved. To better structure and plan a CRM project, it can be divided into different project phases in order to present all processes in a clear manner.
The successful introduction of a new CRM system is a comprehensive project and requires a whole series of work steps and things that need to be considered. In order to keep a better overview, it is therefore sensible to divide the project into different phases and break the project goal down into smaller sub-steps. This not only reduces complexity, but also enables better control of the results at the end of each phase. In this article, you will find out which project phases can be identified as part of efficient project management and which aspects are particularly important in the CRM project phases.
What is a CRM project phase?
Project phases form time-limited sequences within a project. Tasks, activities and goals are defined in advance for each phase. The tasks and activities are then carried out during the phase in order to achieve the set goals. Within a CRM project phase, dividing the project into sub-steps and goals for CRM implementation also makes sense in order to make all costs, deadlines and individual results visible and verifiable. This quickly shows whether the targets can be met. If necessary, this can also be used to counteract emerging problems that could jeopardize the project's progress in good time.