??10 tips to help small organisations deliver successful CRM projects
We have worked with countless smaller organisations, helping them implement new CRM software. And though our customer base is varied, with wildly different operating models, they all share similar challenges around CRM projects and data management.?
We spoke with one organisation to hear about their CRM journey - a candid conversation highlighting the challenges and learnings.? Their CRM of choice was Dynamics 365, yet the basic principles shared, apply regardless of software.?
Read Clare Tarling’s account of her CRM journey as a confessed ‘non-data person’ and her advice on how to manage a CRM project successfully, condensed into 10 tips:?
1) IT projects are not about IT; they are about people. Manage them as such. ??
2) Build a team.??
3) Your CRM solution can only be as simple as your business processes.??
4) If you are not sure which platform to go for, get 3 consultant quotes on each platform you are interested in. ? ?5) Spend time writing your specification: what you want the system to do for you. ??
6) Remember running costs.??
7) Consultant’s proposal – do they understand your business? ??
8) Your consultants will be your colleagues.???
9) Do not underestimate data migration.??
10) Invest time in training and supporting your staff.??
READ THE FULL ARTICLE: https://rocketcrm.co.uk/general/advice-on-how-a-small-business-or-charity-can-manage-a-crm-project-smoothly/
About Rocket CRM
Rocket CRM is a Microsoft Dynamics 365, and a platinum ClickDimensions accredited partner, helping small to medium-sized businesses and charities harness the power of scalable CRM technology. Our mission is to make powerful CRM software simple with custom-built, user-focused solutions.
Website: rocketcrm.co.uk
Podcast: RocketPod
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Easy Read and Plain English information design | Citizen Network | Sheffield University
10 个月It was a journey for sure! Working with the guys at Rocket CRM also taught me heaps about running a successful business, that really helped me with my subsequent freelance career: 1) Don't aim at being the cheapest: be the best 2) Be reliable, accountable and available 3) Empower customers to learn new skills and do things for themselves 4) Work is fun! 5) Keep things simple Every day is a school day - thanks Rocket CRM!
Technology Manager | Imperative Global Solutions | Driving Innovation for Sustainability
10 个月This is a fantastic resource for any small charity or non-profit considering a CRM system! #NonProfitTech #CRMsforGood Dorset Advocacy's journey with Rocket CRM is particularly insightful. I especially appreciate the breakdown of the advice into actionable steps, like building a strong team and carefully considering data migration. This blog post demonstrates the positive impact that CRM systems can have on charities by streamlining workflows and improving data management. Thanks for sharing such a valuable resource!