10 Tips for CRM System Integration Projects (Part 2)

  • July 3, 2016
  • Magic Software

In our previous post “10 Tips for CRM System Integration Projects about CRM integration“, we discussed five best practices to help ensure that your CRM systems integration project is a success.

Here are the next tips:

Define Change Management Procedures

Some organizations lack the formal methodology to handle change orders. In addition, changes to the CRM and other systems being integrated may not be locked down during the integration project. The result can be chaotic from a requirements, implementation and testing perspective.

Use Consultants when Necessary

CRM integration may be new territory for your IT staff and management. Try supplementing your experience with proven consultants or consulting firms that can leverage experience from a wide array of CRM integration projects, especially your particular vendor.

Manage Users’ Resistance to Change

Introducing change to an organization always carries with it the risk of institutional or market resistance. Make sure the processes have been vetted by stakeholders and customers and that they are introduced properly so as to gain maximum adoption and adherence.

Secure Ongoing Support

New or unproven integration infrastructure represents a risk factor. Make certain vendor experts are available to back up your team, not only with technical bugs but with implementation experience and best practice advice and/or services.

Test Early and Often

Test plans should be introduced early. Test scripts and automated testing may be able to help ensure accelerated and more complete discovery of problems early in the CRM integration project.

CRM projects are instrumental for improving customer service, facilitating intra-department communication, and streamlining labor-intensive processes. However, ensuring the success of CRM system integration projects requires anticipating every hiccup on the way and taking necessary measures to avoid common mistakes because of the complexity of these projects and their impact on all customer-related business processes.

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