Product Description

CRM Transformation Implementation Considerations is a handy checklist of things to be cognizant of during a CRM systems implementation. Transforming the Customer Relationship Management function and implementing new systems is an endeavor fraught with several risks and challenges. This deliverable provides a list of the primary implementation considerations a team should consider while implementing new systems to evolve and enhance the Customer Relationship Management function.

CRM Transformation Implementation Considerations

CRM Transformation Implementation Considerations

What do I get?

  • CRM Transformation Implementation Considerations is a PowerPoint presentation with a set of 10 key implementation considerations for systems transformation of the Customer Relationship Management

What do I not get?

  • CRM Transformation Implementation Considerations does not include specific solutions and detailed mitigation strategies.


  • As the CRM Transformation Implementation Considerations is a digital product, there are absolutely NO Returns.
  • Depending on your industry, the type of systems involved, and the scope of your transformation, some of the considerations may or may not be relevant to you.
  • If you are a consultant or a consulting company, there is a different pricing, license, and terms.
  • Sold on an as-is basis and with no warranties
  • This sale does not include implementation help or support. If you need professional services assistance, please contact us.
  • Please review our standard terms of service

Why should I care about CRM Transformation Implementation Considerations?

A million things have to go right before a project is successful, but any one critical issue going awry could derail a CRM Transformation project. Understanding the important considerations, challenges, and problems will help in planning prudently to address and mitigate the issues.

How should we use the Customer Relationship Management Systems Implementation Consideration?

Review the list of considerations and add/modify to conform to your unique and specific situation. Then incorporate the factors into your overall RAID (Risks, Assumptions, Issues, Dependencies) plan. Also, assigning owners and including specific activities in the project plan will be invaluable in reducing the impact of these key considerations.

Why should I pay for this deliverable?

A consolidated list of key considerations will help your team by not having to conduct an in-depth search across the vast expanse of the internet and then sift thru the good and the bad to pick the items. However, if you are intent, there are a lot of sources to get this information, and some of them are indeed excellent and free. We believe it is a question of how you value curated content and your own time.