CRM Implementation Considerations

There are 2 primary implementation philosophies:

  1. Organization wide
  2. Task Specific

The organization wide approach embraces CRM at every level of the organization. Sophisticated technology is integrated into legacy systems to capture customer information from every source. Employees must be thoroughly trained to understand the complexities of these software tools and how to use them.

Organization wide tools integrate a variety of CRM components:

  • Contact Center
  • Sales force Automation
  • Field Service Automations
  • Marketing Automation
  • Electronic Commerce
  • Self-Service Customer Support
  • · Reporting

Such systems can cost into the millions of dollars and require months if not years to fully integrate into legacy business systems.

The task specific approach addresses synergistic components of CRM and is more sales and marketing focused.

  • Contact Management
  • Sales force Automation
  • Marketing Automation
  • Reporting

By their very design, task specific CRM solutions are less complex and easier to integrate. Although these CRM tools are offered in both client/enterprise and ASP models, the ASP model offers lower ownership costs and may be applied to independent sales agency / dealer sales models.