How to Approach a CRM Implementation

How to approach CRM Implementation

At Heller Consulting, we often find ourselves managing projects where we are bringing an organization from disparate systems into a centralized system or Constituent Relationship Management (CRM) System. After so many implementations, we believe we’ve found the most effective sequence for approaching a CRM implementation.

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Establishing Guard Rails for Your CRM Strategy When Centralization Isn’t an Option

Establishing Guard Rails for Your CRM Strategy

At Heller we frequently work with organizations that are in developmental stages of a larger CRM Strategy. For many organizations, our first recommendations are around centralization. Consolidating to as few systems as functionally possible is often the most direct path to reducing data silos, resolving integration problems, and aligning business processes through a shared system.

But, from time-to-time we find an organization that is unable to consolidate to a central hub. A compelling reason for parallel systems might be an affiliate organization with a disproportionately large chapter that can’t be easily brought into the single system. Or, as a CRM-strategy requires bringing together both operational (supporter) management and program (client) management, the wide variety of business processes may not be able to be accommodated in one software package. Instead, multiple integrated point-solutions may be necessary to meet all the functional needs.

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