What do you do if your CRM project timelines aren't meeting client expectations?

1 Assess Reality

When your CRM project is lagging behind schedule, the first step is to conduct a thorough assessment of the current state. You need to pinpoint exactly where the delays are occurring and why. This could involve reviewing the project plan, checking in with team members, and identifying any bottlenecks that are causing setbacks. Understanding the root causes of the delays is essential for formulating a viable plan to accelerate progress and meet your client's expectations.

2 Communicate Promptly

Once you've identified the reasons for the delay in your CRM project, it's imperative to communicate these findings to your client without delay. Transparency is key in maintaining trust and managing expectations. Explain the situation, the reasons behind the delay, and what steps you're taking to address the issue. Ensure that your client is kept in the loop about any changes to the timeline or scope of the project.

3 Revisit Planning

After communicating with your client, revisit the project plan to make necessary adjustments. This might mean reallocating resources, prioritizing tasks differently, or even scaling back on some features to deliver on time. It's important to be realistic about what can be achieved within the new timeframe and to update the project plan accordingly. This revised plan should then be shared with both your team and the client to ensure everyone is aligned.

4 Adjust Resources

Sometimes, bringing a CRM project back on track requires additional resources. This could mean bringing in more team members, investing in better tools, or outsourcing certain tasks. Evaluate your current resource allocation and determine if there are areas where you can increase support to speed up the project. Be mindful of the cost implications and communicate any changes in resource allocation to your client.

5 Manage Scope

Scope creep is a common issue in CRM projects and can be a major cause of missed deadlines. If you find that the project scope has expanded beyond what was originally agreed upon, it's time to have a candid conversation with your client. Discuss the importance of sticking to the initial scope or agree on a revised scope that is achievable within the desired timeline. This may involve tough decisions, but it's essential for getting the project back on course.

6 Foster Collaboration

Finally, fostering a collaborative environment with your client and your team is crucial for overcoming delays in your CRM project. Encourage open communication, share progress regularly, and invite feedback from all stakeholders. By working closely together, you can identify potential issues early on, find creative solutions to challenges, and ensure that the project moves forward more smoothly.