Planning for your Sage CRM project

The truth is, most CRM initiatives fail.  It’s not an issue with Sage, it’s an issue with CRM projects in general and it 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. That is when you need a Sage CRM Expert like My CRM Manager.

The 2-minute video below 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.Sage CRM is an easy to use and scalable  customer relationship management solution that helps your business acquire and satisfy customers. With the experienced Project management team at My CRM Manager we can help you manage projects with success.

Normally, we are ready for go-live somewhere between 5 and 8 weeks with the entire project running between 12 and 16 weeks.

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