Specifying your requirements for any project is critical, so why do so many businesses omit this crucial initial step when starting a CRM project?
It is undoubtedly difficult to do especially if you haven’t done it before. It can also be extremely time consuming, which means that, if you have a day job to do as well, it can take an inordinate amount of time to complete properly.
But that is no reason not to do it.
Without it, you won’t necessarily select the right software, won’t understand the costs fully and won’t necessarily choose the right partner to implement the system. And how will you know when the project is complete and the expected benefits being realised?
We have developed our approach over hundreds of implementations and can create speedily a blueprint for a CRM project that will detail the project goals and specify the system requirements to achieve them.
After this initial step in the implementation process, we can agree to deploy the system at a fixed price and within agreed timescales.