The Blueprint for CRM Success

CRM success starts with a plan. Once you have invested the time to articulate the initial ideas for your new CRM home and have shared your thoughts with your CRM architect and key stakeholders in the organization, it’s essential to put your plans on paper.

Your CRM consultant or architect can assist you in formulating a strategy and drawing up comprehensive CRM “blueprints” to help capture all the essential elements of the project. This “blueprint” for CRM success should address all of the details to successfully execute your building plan and should assist you in understanding the scope of your project.

Your CRM blueprint can really help to visualize, and ultimately achieve, project success. At its most basic, the blueprint can be a list of CRM requirements that should be regularly reviewed during the CRM project to ensure that no step is missed.

For more extensive projects, some organizations will want to draft a formal RFP document which can then be submitted to a number of skilled builders who can respond with ideas and quotes for the project.