CRM implementations can be difficult to carry off successfully. Companies that have the most difficulty often times attempt to deploy one too quickly, cut corners, rely on project ownership from third party consulting companies and expect users to fend for themselves. They are usually faced with disappointing results.

The companies that do deploy a successful CRM implementation follow a proven methodology, take serious ownership of the success of the implementation, and commit the necessary time, resources and budget.

At a high level, successful CRM implementations require 3 basic fundamentals - methodology, management, and continuous improvement. It must include all the right players, adhere to a tried and true methodology with defined best practices, and requires diligent project and change management. This white paper addresses key components of a CRM implementation methodology which will ensure success: Project Team Organization, Implementation Roadmap, Project Lifecycle, and Post-implementation Approach. Also, a CRM success checklist is included as an appendix.