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New CRM Acquisition

Selection of a new or replacement CRM solution based on organizational, functional and technical dynamics.

  • Stakeholders:
    CRM Vendor/Implementor,
    C-Suite, Business/IT Teams
  • Activities:
    Business/IT Needs Assessment,
    RFP Process, Vendor Demos
  • Deliverables:
    CRM Vendor Selection

  • Duration:
    4 – 8 Weeks

Begin Acquisition

Existing CRM Review

Comprehensive business and technology value and impact review of an existing CRM solution.

  • Stakeholders:
    C-Suite, Divisional Heads, Business/IT Teams

  • Activities:
    Business/IT Needs Assessment,
    IT Architecture Review
  • Deliverables:
    CRM Readiness Report

  • Duration:
    4 – 8 Weeks

Begin Review

CRM Program Oversight

CRM Governance, Change Management and Adoption Best Practices to aid in program success.​

  • Stakeholders:
    CRM Vendor/Implementor,
    C-Suite, Business/IT Teams
  • Activities:
    CRM Program Milestones
    Oversight

  • Deliverables:
    Based on project parameters

  • Duration:
    Based on project parameters

Begin Oversight

New CRM Acquisition

Selection of a new or replacement CRM solution based on organizational, functional and technical dynamics.

  • Stakeholders:
    CRM Vendor/Implementor,
    C-Suite, Business/IT Teams
  • Activities:
    Business/IT Needs Assessment,
    RFP Process, Vendor Demos
  • Deliverables:
    CRM Vendor Selection

  • Duration:
    4 – 8 Week

Begin Acquisition

Existing CRM Review

Comprehensive business and technology value and impact review of an existing CRM solution.

  • Stakeholders:
    C-Suite, Divisional Heads, Business/IT Teams

  • Activities:
    Business/IT Needs Assessment,
    IT Architecture Review
  • Deliverables:
    CRM Readiness Report

  • Duration:
    4 – 8 Weeks

Begin Review

CRM Program Oversight

CRM Governance, Change Management and Adoption Best Practices to aid in program success.​

  • Stakeholders:
    CRM Vendor/Implementor,
    C-Suite, Business/IT Teams
  • Activities:
    CRM Program Milestones Oversight

  • Deliverables:
    Based on project parameters

  • Duration:
    Based on project parameters

Begin Oversight
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Featured Insight
The Unnerving Task of Selecting the Right CRM

The growing need to form closer customer relationships has made CRM one of the more important enterprise investments of recent times. With features and functions that have direct effects on the top and bottom lines of the business, most executives have either made the investment or are in the process of looking at one or upgrading to one. But the process is hardly easy.

Learn More

Featured Insight

The Unnerving Task of Selecting the Right CRM

The growing need to form closer customer relationships has made CRM one of the more important enterprise investments of recent times. With features and functions that have direct effects on the top and bottom lines of the business, most executives have either made the investment or are in the process of looking at one or upgrading to one. But the process is hardly easy.

Learn More