{Quick Tip} Top 3 things to remember in CRM consulting

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CRM consulting is a tough industry. It involves trying to compete in wide range of CRM providers with almost similar features – both in cloud and server based editions.

Here are top 3 things to consider in CRM consulting:

1. Do not let your Sales Team Over-Sell or Under-sell CRM:

Often is the case that Sales teams or Management in your consulting firm might just not sell CRM in the right manner. It might be an over-sell or under-selling a CRM feature. Thus, some senior people from Delivery teams need to be involved when selling the CRM product or even when selling a CRM implementation.


2. Manage the CRM implementation scope:

Right from Day 1, Scope needs to be given importance. Too many consultants are willing to go out of their way to please the client. That is great attitude to have. But too many clients abuse that attitude. As result, your team will get exhausted and you will be questioned internally for the losses being occurred on the implementation.

How to deal with project scope?

You need to be aware when to give in and do small changes and when to ask for a change of scope requirements. This analytical ability doesn’t develop overnight – it only comes with experience, you as a Consultant or consulting firm should always be looking to learn and keep trying to maintain scope.


3. Inexperienced Project or Technical lead running a CRM project

CRM has always been an area where skilled resources are in crunch. This doesn’t mean that you should go out as a Consulting firm and get a professional, train them few weeks and put off to lead or manage a CRM project. This is often a recipe of disaster.

Instead, sufficient time should be given to find experienced candidates to do the job.

Hope it helps and Happy CRMing!

If you are looking for the right CRM consulting, just get in touch!

Hope it helps and Happy CRMing!

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