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CRM Transformation Program

CRM Transformation Program

By: Ciopages Staff Writer

Updated on: Nov 02, 2021

The broad definition of a CRM Transformation Program is a rethinking of strategy, process, data and systems which support the sales teams in the end-to-end customer management value stream and firmly ensconces the customer-first philosophy.

Before you buy a CRM system and bolt on to your existing IT landscape, it is important to ponder over a few critical questions about your vision, strategy, approach and desired outcomes from a CRM transformation program. It may serve you will go consider a holistic CRM Transformation framework to plan your program.

What are the drivers of CRM Transformation Programs?

  • Highly competitive marketplace across industries and geographies where competing for mind space and wallet share have become extremely challenging.
  • The ever-rising expectations from customers about not just product or service quality, but the overall experience before, during and after the sales process is another critical facet of why an enterprise should get on the CRM transformation bandwagon.
  • Digital has changed and is still changing everything and a CRM transformation program is a foundational digital capability if done right.

What are the prerequisites for success in a CRM Transformation Program?

The broad definition of a CRM Transformation Program is a rethinking of strategy, process, data and systems which support the sales teams in the end-to-end customer management value stream and firmly ensconces the customer-first philosophy.

  • The strategy should lead before the system’s decisions are made: Buying a CRM system and bolting it on is not CRM Transformation. It is just buying a system. The CRM Transformation may lead to process changes and CRM software replacement. But business strategy in general, and the CRM strategy, in particular, should be the driving force of a CRM transformation program.
  • Processes should be defined outside in: A customer-first philosophy in action is when you design your enterprise sales and services processes outside in – that is from the vantage point of the customer – whether business customers or households/individuals.
  • Data is the big elephant in the room: Without the right data strategy and information architecture, the CRM transformation programs will face a lot of headwinds
  • Design for who you are and where you are going: This is a very important concept. Do not implement a system or a process based on “everyone is doing this way”. That is a recipe for disaster. So, understand the nuances of the essence of your enterprise and design a process and build/buy/integrate a CRM system that fits the mold. And make sure you know your target state and define a process and system that gets you there.

What are you transforming in a CRM Transformation Program?

A CRM transformation journey, as we discussed, is more than systems. A CRM transformation touches all aspects of your business and is pervasive, invasive and at times existential.

  • Vision: A transformational vision is the first step in rethinking your customer relationship management.
  • Strategy: A customer-first philosophy should be the underpinning of your CRM transformation strategy.
  • People: Employees across the enterprise, but the sales and service teams, need to transform and align with the vision, strategy, and approach for the CRM program to succeed.
  • Process: The CRM transformation should make processes flexible, simple and focused on eliminating the customer dissatisfiers.
  • Organization: Serving customer and managing exceptional relationship is about breaking down organizational silos. A CRM transformation program must consider the end-to-end nature of the customer value streams.

CIOPages.com can help you with your CRM transformation journey with a variety of resources.

Licensing Options:

We keep the licensing options – clean and straightforward.

Individual License: Where we offer an individual license, you can use the deliverable for personal use. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Enterprise License: If you are representing a company, irrespective of size, and intend to use the deliverables as a part of your enterprise transformation, the enterprise license is applicable in your situation. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Consultancy License: A consulting or professional services or IT services company that intends to use the deliverables for their client work need to pay the consultancy license fee. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Product FAQs:

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Do you offer orientation or support to understand and use your deliverables?

Yes, for a separate fee. You can hire our consultants for remote help and in some cases for onsite assistance. Please Contact Us.