crm project management The best kinds of companies have a keen understanding of their internal processes. The base pipelines that ensure that business gets done in an effective manner should be well thought out and take into account multiple factors that could cause issues. However, a singular process cannot last forever in a constantly shifting environment. The main tactic that a company can use in an effort to stay relevant is to identify a weakness and keep up with changes; whether it is a major evolution in the sector, or the introduction of a brand new technology, these changes are what drive the industry.

A major part of CRM project management is to understand these new factors and incorporate strategies to utilize or neutralize them. This process is called change management and is an integral part of ensuring that a business stays afloat. Sometimes such an undertaking can be more involved than a company expects. But breaking it down into its individual steps and having the advantage of a piece of software to organize and catalog can mean all the difference.

Understanding Change within CRM Project Management

On the face of things, the process of change management might seem simple, but is actually a surprisingly nuanced procedure involving multiple steps that take time, effort and resources to ensure a successful result. Here’s a helpful basic outline of what a CRM project management process can entail:

  • Engaging an Issue or Problem: Identifying the weakness within the company’s processes and figuring out whether it can be fixed or if the whole process needs to be redone.
  • Create a Change Request: Officially set in motion the steps to change how the company approaches a key part of their business.
  • Come up with a Game Plan: The really tough part of CRM project management/change management. This step involves ample communication between departments and the passing along of data that will inform how the company does business. Having a catalogued system of information, such as through a SharePoint enabled software, helps tremendously with this step.
  • Plan Approval: The final “check marks” are given by managerial staff.
  • Implementation and QA: The newly vamped process is put through its paces and tested to ensure that it can handle the load of a working company in a safe trial environment
  • Finalization: The process is disseminated to the rest of the company and becomes the new standard.
Why Incorporate Change in CRM Project Management?

There is a simple answer to this question: if something is not working well enough, strive to make it better. Having the foresight to see that a process is not living up to its potential keeps companies afloat and pushes them to be more successful. Streamlining and being more efficient can ensure that a business stays solvent and can continue to grow.

Creative Commons Attribution: Permission is granted to repost this article in its entirety with credit to Crow Canyon Systems.