Thursday, July 2, 2015

10 Tips for CRM System Integration Projects (Part 2)

In our last post we discussed five best practices to help ensure that your CRM systems integration project is a success.

Here are the rest of the tips:
6. 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.

7. 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.

8. 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.

9. 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.

10. 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.

Glenn Johnson is Senior Vice President of Magic Software Enterprises Americas. He is is the author of the award-winning blog Integrate My JDE and contributor to the Business Week Guide to Multimedia Presentations (Osborne-McGraw Hill). He has presented at Collaborate, Interop, COMMON, CIO Logistics Forum and dozens of other user groups and conferences. His interviews on software industry issues have been aired on the NBC Today Show, E! News, Discovery and more.


Originally published on 
CustomerThink