Transforming CRM Vision into a Reality

Transforming CRM Vision into Reality
We’ve come to understand that putting your whole Constituent Relationship Management picture together is a journey of three stages from aspirational to strategic to practical.

It’s a critical process to go through, and it’s not always easy or quick. However, the benefits are enormous:

  • Measurable outcomes
  • Greater commitment from all levels of the organization
  • Confidence derived from sound planning
  • Increased likelihood of success in implementation

The three stages that relate to the aspirational, strategic and practical aspects of the CRM picture are illustrated in the image below:

Three Stages of CRM Implementation

CRM Vision

After you create a CRM vision you will also need to consider how that will impact:

  • The experience of your constituents?
  • The experience of everyone inside your organization?
  • The impact your organization can have? 


For more details on how to create a CRM vision, be sure to read our blog post on how to articulate a CRM vision.

CRM Strategy

Now that you have a vision in place, it’s time to validate your vision, by creating a CRM strategy. Tips on how to articulate a CRM Strategy:

  • Start with the End
  • Success
  • Planning for Metrics and Reporting
  • How is this Different?
  • The Business Case

Want more information about creating a CRM strategy? Check out our post with details on how to articulate a CRM Strategy.

CRM Roadmap

A good roadmap makes the following clear:

  • The sequence of your efforts
  • The phases in which each part of your organization will be involved
  • Your reasoning behind these decisions
  • Year-by-year budgets and Return on Investment (ROI) analysis

To learn more about a CRM Roadmap and how to create one, be sure to read our blog post on the subject.

Download The CRM Paper Now!

For more information on how to create a CRM roadmap to go along with your CRM vision, download the paper, Making Your CRM Aspiration a Reality now!

Monika McMahon

About Monika McMahon

Monika joined Heller Consulting after spending 8 years in the Boulder technology startup scene. She is an expert in Social and Digital marketing, adopting and implementing new (and old) platforms for organizations ranging from ecommerce, SaaS, and nonprofits. Monika not only understands how these platforms work but how to use them to meet business objectives. When she is not educating and sharing her online talents, she can be found enjoying the music scene in Denver.

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