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CRM Guide - Picking and Implementing a CRM

Person Pondering with Colorful Thinking Graphic

Before you start

Things to think about before you get going

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System Analyst Reviewing Processes in a Digital Workspace

Discovery - Stock Take

Review what you have before going much further

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Project Preparation Color Palette-1

Discovery - Prepare

Get clear on project parameters, processes and everything else!

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Requirements Gathering CRM Project with User Stories and Color Coding

Discovery - Scope

Understand your audiences/users and requirements to create a brief

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CRM Evaluation Stage with Hex Colors and Graphic Elements

Evaluation

Shortlisting systems, preparing for demo's, trials and the final decision

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Evenly Spaced Circles Around Arrowed Circle-2

Implementation

Design and configuration through to training, testing and data migration

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CRM Maintenance with Colorful Graphic Elements

Maintain

Maintain your CRM to make sure it grows with you

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