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Fast Go-live with CRM software through targeted implementation

Why the professional implementation of CRM software is important

Implementing new CRM (Customer Relationship Management) software adds value only when it integrates seamlessly into the existing processes and IT landscape of your company. Lack of planning, unclear requirements, or poor user acceptance can lead to delays and additional costs. With structured and competent project management, we ensure that your CRM software is implemented efficiently, purposefully, and without unpleasant surprises.

What a CRM software implementation is

CRM software implementation involves introducing a new CRM system into a company—from conception and testing to go-live. This process must consider technical, procedural, and organizational aspects. CRM project managers accompany the entire implementation process to ensure a structured workflow.

Two people work together on code in front of several monitors; focus on software development, programming and technical teamwork.

Typical challenges in CRM software implementation

How do I minimize risks during CRM software implementation?

Many software projects fail due to unforeseen issues such as lack of acceptance or technical hurdles. With a clear project plan, competent project management, phased rollouts, and thorough testing, we minimize risks and ensure a successful go-live of your CRM system.

How do I ensure smooth collaboration between different departments during CRM software implementation?

Diverging expectations and priorities among various stakeholders can lead to misunderstandings and delays. We take over project management and coordinate all parties involved to ensure a structured and goal-oriented implementation process.

How do I measure the success of CRM software implementation?

Without clear success criteria, it’s unclear whether the CRM software delivers the desired results. We define measurable KPIs and conduct regular success checks to ensure the sustainable benefits of your CRM system.

How do I prevent unexpected issues after go-live?

After implementation, it often becomes apparent that certain functions are missing or not used as expected. Through iterative testing, pilot phases, and continuous feedback, we minimize this risk in advance.

How do I ensure that employees effectively use the CRM software?

Without targeted onboarding, even the best CRM software cannot reach its full potential. We develop tailored training concepts, accompany onboarding, and ensure high acceptance of the new CRM system.

Our approach for CRM customizing:

Scope

Defining implementation goals, milestones, and dependencies

Design

Documenting requirements for the CRM system

Implementation

Supporting implementation through introduction management, quality assurance, and organizational change processes

Testing

Testing implemented requirements through extensive validation processes

Training

Training relevant stakeholders in the new CRM system

Go-Live & Hypercare

Activate the CRM system and providing early-life support

Your added values – Result of our consulting:

Structured implementation of your CRM software

Optimal coordination among stakeholders through competent project management
Avoidance of delays and budget overruns
Seamless integration by embedding into the existing IT architecture

Implement your CRM software with us!

Let’s discuss your CRM software implementation in person. Simply fill out the form, and we will get back to you!