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Strategies for a Successful CRM Implementation

Product Name: Epicor Manufacturing by Epicor Software Corporation
Download Type: White Paper
Format: .PDF
Published: 11/21/2008
Implementing customer relationship management (CRM) can be a precarious undertaking. It is filled with uncertainty and change. Hidden obstacles lurk around every corner. Implementing CRM isn’t just a job—it’s an adventure! And we haven’t even started talking about software yet.

Because implementing CRM is an adventure, we cannot give you step-by-step instructions like you might use to put together a “some assembly required” birthday present on the night before your child’s birthday. The key elements to CRM implementation success include both principles and tactics—but there is no one right way.

Since you are reading this document, we will assume you have some familiarity with CRM in general. If you have been following the CRM technology market for any period of time, you may have heard the ongoing discussion about CRM implementation failures. This issue has been mused upon and shouted with alarm at various points in recent history. In spite of the warnings and analyst statistics, in general, most organizations agree that
customer satisfaction (one measure of CRM success) improves when CRM is implemented.

This document is designed to give you a better chance of successfully implementing CRM software solutions. In the end, CRM is not just about technology; it is about people and processes—supported by technology. While this document is about implementing technology, we will be discussing
important prerequisites to finding and installing CRM technology.
Those prerequisites will focus on people and processes.

Our focus will be on implementing CRM software in small to medium sized organizations. As a long time leading provider of enterprise applications focused on small to medium sized businesses, Epicor is cognizant of the fact that you do not have a large IT staff or a huge implementation budget to dedicate to your CRM project. You need an implementation methodology
that you can accomplish with the resources you already have in place.

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