Five-Stage Process for CRM System Implementation PPT


This PPT slide, part of the 348-slide Strategic System Design Toolkit PowerPoint presentation, outlines a structured five-stage process for the targeted introduction of a Customer Relationship Management (CRM) system. It emphasizes a systematic approach, beginning with a thorough market analysis. This initial phase likely involves gathering data on existing CRM solutions, identifying market trends, and understanding customer needs. The goal here is to create a solid foundation for informed decision-making.

Following the market analysis, the next step is the assessment phase. This involves conducting an advanced cost-benefit analysis and developing an implementation plan. The focus here is on evaluating the potential return on investment and ensuring that the selected CRM solution aligns with organizational goals.

The selection phase comes next, which includes a multi-level vendor evaluation. This suggests a comprehensive approach to identifying the right CRM provider, taking into account various factors such as functionality, scalability, and support. Acceptance and capacity analysis are also highlighted, indicating the importance of ensuring that the chosen system can meet the organization's operational demands.

The introduction stage is crucial, as it encompasses the detailed rollout plan and change management strategies. This phase is about ensuring that the transition to the new CRM system is smooth and that employees are adequately prepared for the changes.

Overall, this slide presents a clear roadmap for organizations looking to implement a CRM system, emphasizing the importance of each stage in achieving a successful outcome. Potential customers can glean that a well-structured approach can mitigate risks and enhance the likelihood of achieving desired business results.



This slide is part of the Strategic System Design Toolkit PowerPoint presentation.

This toolkit is created by trained McKinsey, BCG, and Porsche Consulting consultants and is the same used by MBB, Big 4, and Fortune 100 companies when performing System Design Initiatives.

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Process Mapping Process Analysis Change Management Market Analysis Customer Relationship Management Return on Investment

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