Overview of the Testing Phase of a CRM Implementation


We’ve covered the discovery phase of your Constituent Relationship Management (CRM) implementation, discussed which business processes you need to consider and provided an overview of converting your data from your legacy system to your new CRM. Today we are going to talk about the phase of the implementation that tends to be the largest time commitment for users – testing. All of these phases and more were outlined in our CRMready Webinar series that can be viewed here.

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Overview of Data Conversion Phase of a CRM Implementation


While we have already discussed the gathering of information in the discovery phase of a new Constituent Relationship Management (CRM) system and considered how all of your existing core business processes for your CRM implementation, today we are going to talk about the nuts and bolts: the data.

This is where we go through, field by field, line by line and map out where the data from your legacy system will be named and living in your new system. For example, your legacy the field ‘First Name’ is going to be moved to ‘FName’ in your new system and the legacy field ‘Last Name’ is going to ‘LName’. It gets a little trickier when you are looking at the historical information like action and activities, but just remember that every piece of data does not need to be transferred.

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Overview of the Core Business Processes for a CRM Implementation


Throughout the CRMready webinar series and blog posts that have followed, one piece of advice that kept popping up again and again “make sure you communicate.” This is the key to successfully implementing your new Constituent Relationship Management (CRM) system. Today’s blog post is no different. After the discovery phase, you will need to take a look at your current processes and evaluate how they will fit in or change once the CRM implementation is complete. Below are some of the core business processes that you will need to consider when moving to a new CRM and tips on things to communicate to your team.

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Overview of the Discovery Phase for a CRM Implementation


The discovery phase of your Constituent Relationship Management (CRM) System implementation is very important for your success. In our CRMready webinar series, Keith Heller mentioned how he gets calls from potential clients ready to switch their systems and compared it to a road trip. When he starts asking them questions about where they want to go, what they want to accomplish and if they have a map, they say “I don’t know. Let’s just get in the car and start to drive!” Starting a road trip without a map is like starting your CRM implementation without a discovery phase.

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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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