CRM systems are powerful tools for businesses but implementation can be risky without proper planning and stakeholder buy-in.
A project management approach is crucial for ensuring CRM implementation is on time, within budget, and aligned with business objectives.
Key steps in CRM implementation include setting clear goals, detailed planning, Agile methodologies, technical build, and project execution monitoring.
Change management is essential to ensure user engagement and successful CRM implementation, which is more of a business transformation than just an IT project.