The project itself and the complexity of the tasks

It is clear that the complexity of the project will directly affect its cost and duration. What can complicate a CRM implementation project:

Client's interest and involvement in the project

How can a client not be interested in implementing their own CRM system? In fact, they can. Implementing a CRM system requires the client's involvement in the process, because only the client knows their business processes and needs perfectly. In the process of implementation, a specialist may need additional information, access and the client needs to accept interim work and give feedback. If this is not done quickly, then the tasks will be done slower. A simple example: you need to set up a company structure. The client wrote down the names of employees and their positions in a Google spreadsheet and sent it to a specialist, but did not provide access to it and did not respond to his requests. The specialist cannot start a task and switch to something else. In the afternoon, the client grants access, but the specialist is forced to finish the task he started in the morning. So, the day is lost. There are many such examples. Therefore, it is very important that the client is in touch, responds to requests and is involved in the project as much as possible. Large companies usually appoint a person responsible for the project. In this case, it is important that this person has enough decision-making authority and does not need to coordinate every step with management. Otherwise, there is no point in it and the process will not be fast.

The company that is engaged in the implementation (integrator). What influences this?

Software

This item is the last one, because it can hardly be influenced. The cost of a CRM system does not depend on either the client or the company that implements the CRM. The price of the software depends on the number of users and the set of functionality it has. In order to avoid additional costs before buying, it is better to consult a specialist and choose the most suitable system for you.

So, the price and duration of a CRM system implementation project is influenced by four main groups of factors: project complexity, your involvement, integrator professionalism and the chosen software. If you are interested in the project, find an integrator partner who will help with all the unclear issues, you can minimize implementation costs without losing the benefits of the project itself. After all, the main thing is the balance between costs and the benefits that the business receives.

What to Read?

Cases