As you undertake your CRM implementation, before we get into a lot of specifics, you should understand that there is one overriding attribute to any successful CRM implementation. This common factor is open and frequent communication and collaboration.
The typical groups that are going to be significantly affected by a new CRM system, and therefore will need to 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 MIS
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...