Developing CRM use cases
Why the development of CRM use cases is necessary
Developing CRM use cases is essential for planning and evaluating digital innovations in Customer Relationship Management (CRM). Without clear use cases, the benefits of a CRM system remain unclear, and investments may not yield the desired results. With structured use case development, we ensure that your business objectives are optimally aligned with the technological possibilities and user requirements of your CRM system.
What a CRM use case is
A CRM use case describes the behavior of a CRM system from the user’s perspective, representing a realistic situation encountered in daily work. Use cases are often developed when defining requirements for a new CRM system but can also be utilized to enhance an existing system.
Typical challenges in developing CRM use cases
How do I identify the right CRM use cases for my company?
Many companies have innovative ideas but lack a structured approach to assess their potential. Aivinova employs proven frameworks and workshops to identify relevant CRM use cases and evaluate their feasibility.
How is silo thinking avoided in developing CRM use cases?
CRM use cases often emerge in isolation within individual departments, overlooking the broader organizational context. Aivinova fosters cross-departmental collaboration by developing use cases with all relevant stakeholders in joint workshops.
How do I prioritize use cases and implement the most impactful ones first?
Not all CRM use cases have the same impact on business success. Aivinova utilizes a comprehensive evaluation matrix to prioritize use cases based on effort and benefit, focusing on those with high impact and low implementation effort.
How do I detail CRM use cases without overcomplicating them?
An overly abstract CRM use case is challenging to implement, while excessive detail can be time-consuming. Aivinova uses standardized templates with common notation elements to document use cases efficiently.
How do I ensure CRM use cases are not just concepts?
Many CRM use cases fail during implementation. Aivinova supports the development of use cases from initial ideas through detailed planning to go-live, ensuring practical realization.
Our approach for CRM use case development
Ideation
Systematic development of CRM use case ideas by involving all relevant stakeholders through interviews and workshops
Prioritization
Systematic evaluation of CRM use cases based on benefit and effort, followed by prioritization
Specification
Detailed documentation of prioritized CRM use cases using standardized templates with common notation elements
Implementation
Development of an implementation plan considering synergies between prioritized CRM use cases
Your added values – the result of our consulting:
Early error prevention through clear use case specifications
Develop your CRM use cases with us!
Let’s discuss your CRM use cases personally. Simply fill out the form, and we will get back to you!