The process of selecting CRM software has been discussed and described many times and in great detail. My recent experience has been however, that there are some basic and simple guidelines which are often ignored. Projects do not necessarily fail as a result of this, but many projects are much more costly than they need be and user satisfaction is often not as good as it might be. My next posts will handle these topics.

  • The business case: Can my company benefit from a first or replacement CRM system?
  • The project brief: What must the project achieve?
  • Project organization: Who should be involved in the project?
  • Researching the market
  • Preparing a RFP, defining the requirements
  • Working with consultants
  • Creating a short list
  • The final choice
  • Design and Programming Specification

Keep watching!