How to Define Your CRM Vision Prior to Implementation

Prior to your CRM Implementation, it’s crucial you Define Your Vision for your CRM system among your project team.

As like in baseball, you can think of Defining Your Vision like Spring Training, as it directly relates to getting prepared for your CRM Implementation.

To Define Your Vision, you must understand why you are implementing CRM because it Defines Your Vision.

When you can define “why” you can Define Your Vision.

You need to focus on your business process when you are defining your vision, not on the technology.

CRM technology should supplement your business process. Focus on your team and process.

Ask yourselves why you wanted or needed CRM in the first place.

Do you want to be on the cutting edge of technology? Do you want better ways to standardize data and solidify data integrity?

Do you want increased collaboration among your team members, such as within your sales and marketing teams?

Are you seeking a better way to consolidate your system? Do you want to increase productivity and efficiency?

Is it a better scope of analytics or business intelligence that you’re looking for?

Certainly, all of these are possibilities as to “why” a company would implement a CRM solution.

Once you identify the “why” within your specific organization, you can define your vision because it means you understand why you are implementing CRM.

You may Define Your Vision as any of the following:

1. New Lead Management Strategy
2. Improve Usage
3. Acquisition/Streamlined Process
4. Stay Competitive
5. Forecast Accuracy
6. Get a Clear View of Customer Relationships
7. Or any Combination of the Above

Defining Your Vision prior to CRM Implementation will help you to select the right CRM partner because you will be able to best articulate what your goals with CRM are and what you want and need from them as partners.

Communication will be key, and when you know where you’re coming from and what you want, you’re more likely to get the end-result you’re looking for.

You will also be able to more clearly identify the roles and expectations of your CRM Users.

Defining Your Vision will set the foundation for your CRM playbook that will later help guide you through future upgrades as well.

Define Your Vision to glide through other phases of your CRM Implementation.

Now that you know a little more about How to Define Your CRM Vision Prior to Implementation, learn even more about what makes a successful CRM Implementation.

Get Ledgeview’s latest eBook, “10 Steps to a Successful CRM Implementation” here.