CRM project stages

From requirements gathering to go-live.

• Requirements scoping - Define the vision, objectives, and business requirements before launching the project.
• Preparing the RFP - Build the specifications and select the right partner.
• CRM implementation - Configuration, integration, testing and deployment.
• Management and operations - Adoption, KPIs, governance, and long-term evolution.

• Audit your existing setup before launching a CRM project - Learn how an analysis of your current processes ensures a successful CRM project setup, aligned with your needs and maximised for performance.
• CRM Workshops: Scoping the design with the teams - Discover how to structure your CRM workshops to gather business requirements, prioritise functional choices, and avoid unexpected setbacks.
• CRM use case: prioritising business processes - Learn how to define business use cases for your CRM by involving sales, customer service, and marketing to optimise every customer interaction.
• How to choose the right CRM solution? - Learn how to evaluate CRM solutions: pitches, demonstrations, functional fit, and user involvement for an optimal selection.
• How to choose the right CRM implementation partner? - Discover the criteria for selecting a CRM integrator: expertise, methodology, support, and guidance to ensure a successful CRM deployment.
• The hidden costs of a CRM implementation - Discover the true costs of a CRM: beyond the initial subscription price, anticipate training, maintenance, and support fees to avoid any unpleasant surprises.
• Onboard teams from the start of the CRM project - Avoid common mistakes and discover the key drivers of engagement to turn your CRM into an everyday asset, adopted by all your teams.
• Which documents should be included in a tender package to be sent to CRM vendors? - Discover the key documents for a successful CRM tender: selection criteria, performance objectives and integration constraints explained in detail.
• The steps for a successful CRM RFP - The stages of a CRM tender: functional specifications, vendor shortlisting, evaluation scorecard, and choosing the implementation partner to secure your project.
• Define and prioritise your CRM functional requirements - Learn how to define and prioritise your functional requirements to select the CRM best suited to your business objectives and optimise user adoption.
• Defining your CRM governance - Discover how to structure CRM governance: RACI, monitoring, data quality and best practices for high-performance operations.
• CRM training for your teams: methods and best practices - Discover the best methods for training your teams on the CRM to ensure effective adoption: e-learning, in-person training, internal ambassadors, and more.
• Organising CRM support post-deployment - Learn how to organise your CRM support: bug tracking, change management, escalation to the integrator or vendor, and suitable tooling.
• CRM evaluation grid: comparing solutions - Compare CRM solutions objectively using our free evaluation grid: features, budget, integration, UX, security, and support.
• CRM and ERP integration: A key asset for customer experience and productivity - Boost your productivity and customer experience by integrating CRM and ERP. Discover the benefits of this synergy for your business.
• CRM KPIs: track the usage and performance of your solution - Discover the best KPIs to track CRM adoption, usage, and performance. Boost your teams' efficiency with key indicators.
• CRM implementation: roles and responsibilities of the project team - Find out who does what in a CRM project: sponsor, project manager, key users, IT, integrator… Ensure an efficient and frictionless deployment!
• Defining your CRM project objectives - Identify and validate your key CRM objectives with your teams to optimise your processes, enhance customer satisfaction, and maximise your ROI.
• How to shortlist CRM vendors? - Learn how to use a simple comparison matrix to evaluate CRM vendors based on your functional, technical and regulatory criteria.
• CRM UAT: testing and validation before deployment - Learn how to structure CRM UAT with a testing checklist, validation criteria, and bug management for a seamless deployment.
• The Role of APIs in a CRM - Discover how APIs optimise your CRM: simplified integration, process automation, and improved customer management.
• Role of the CRM and Target Architecture: Defining a Clear Vision - 🚀 The CRM's Role in IT Architecture: A Strategic Vision 🚀 Defining the role of the CRM within your IT architecture is essential for centralising customer data and optimising business processes. Based on a mapping of your current IT landscape, Mon Projet CRM recommends structuring a vision