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Planning for your Sage CRM Project

The truth is, most CRM initiatives fail.  It is not an issue with Sage, it is an issue with CRM projects in general. Failure with a CRM initiative usually boils down to poor planning resulting in lack of adoption.  But lack of adoption is 100% avoidable with a solid plan and approach along with Sage CRM.

This 90-second video explains how we organize our projects and how long these projects take.  ADDITIONALLY, this video clarifies the resources your organization will need to for your project to be successful.   Beyond actual users, you will need:

  • Delegates from your company to participate in the design process
  • A point person to help with training and support issues
  • Clearly defined expectations communicated to your IT team to (1) prepare the environment, (2) provide us with proper access, and (3) fulfill IT-related tasks after Sage CRM has been installed

It is in our best interest that your project is successful, and over the years we have developed a pattern that works.  While every project is unique and the schedule and plan are both flexible, we certainly go into every project with a plan.

Since introducing our Quick Start Implementation Package, most new accounts start with this approach. Our Quick Start provides the fastest ROI and is the most cost-effective way to begin leveraging Sage CRM.

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