8 Tips for successful Customer Relationship Management (CRM) tools implementation


Deciding amongst different customer relationship management (CRM) tools can get complicated quickly. Quite simply, it is very difficult to manage customers, projects, or programs spanning multiple platforms, tools, and teams. But let’s simplify the situation by first addressing the best strategy as a project manager to build a customer relationship management system.

 1. Gather historical information

Identify as much historical information as possible. What tools has your team previously implemented, used, or researched in the past? What were the outcomes? Conduct formal and informal interviews with leadership, colleagues, and other important stakeholders.

2. Access stakeholder knowledge

Get your stakeholders together to determine the needs of your team. Reveal everyone’s perspectives and incorporate them into a new or existing tool. Facilitating effective meetings can be difficult to master, however, when done correctly it can be artful. During this meeting, your primary objective is to gather, observe, and collect knowledge.

“The way to get good ideas is to start with lots of ideas, and throw the bad ones away” (Baker, 2010)

Not only will you discover solutions, but stakeholders will build relationships while the group works towards a common goal.

Now you have done your research, collected your information, and assimilated all the knowledge, so selecting a Content Relationship Management (CRM) system should be straightforward. If you have the budget – build your own. It will be more expensive up front, however, poor implementation of CRMs could cause project cancellation and restart. Expenses increase rapidly when you are forced to do it two or three times.

3. Connect with your executive sponsor

Do you think you’ve got a good idea? Try pitching it to your executive.

Research and know the desires of your audience. Which executive is most likely to be passionate about CRM? Do they appreciate slide presentations, or would they rather have a conversation?

Either way leader sponsorship and buy-in is pivotal to getting the project off the ground successfully. Keep your pitch concise and focused to ensure that they get excited. Here are some tips to help you get them engaged:

  1. What will you accomplish? In other words, what are the project goals. Don’t forget to add numbers.
  2. How will the project goals be accomplished?
  3. What is needed to ensure success?

4. Establish responsibilities

Will you be the project manager? It is important to determine your role based on your team’s size and the overarching objective provided by your project sponsor. I recommend having a dedicated project manager if at all possible, to carry out implementation and oversee core project management.

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