Before we get too deep into the specifics, you should understand that there is one overriding attribute to any successful CRM implementation: open and frequent communication and collaboration.
The typical groups that are going to be significantly affected by a new CRM system, and therefore, should be involved in its selection, development, and delivery, are the following:
Executive sponsor
Project manager
Implementation team
Lead trainer
Internal or external network administration and IT staff
Finance management
Sales management
Sales general staff
Administration management
Administration general staff
This group will be your CRM implementation team.
Successful CRM implementations share another important factor. The implementation team should manage the project relatively conservatively—set realistic goals, phase the implementation in modest steps, and view the entire process as one of continual improvement and not as a one-time event. To quote Clint Oram...