Starting a CRM project can be daunting and we know that many of our clients struggle to know where to start, who to include or what aspects to factor in.

Cloud9 Insight want to help you every step of the way, including that very first step. It doesn’t matter if you have never had a CRM system in place, never been part of the process before, or even if you are moving from a legacy system. It is always good to re-evaluate your needs. You need to know what you want out of the CRM project and which areas of your business will need to be involved. By working on this process, it means there will be a smooth process in the long run.

Evaluating the areas that are going to be affected from the start ensures that you go in with a well-thought out objective.

CRM Success

CRM success relies on four main areas of your business. Take a look at your business’s PROCESS, CULTURE, REPORTING as well as TECHNOLOGY.  In the first section of the below video, Carlene Jackson discusses these areas in more detail and why they matter to your overall project success.


Seven Steps to Achieve Success

Thinking about these areas, Cloud9 have then put together seven steps to make sure you and your business arm yourself with the right knowledge before going into a Requirements Gathering.

Identifying what you need to think about before meeting with your partner means that you will be on the right page to begin with and be more productive in your Requirements Gathering session.

The seven steps to follow and ensure Requirements Gathering success are:

Seven Steps Pre-Requirements Gathering

Using various techniques and understanding of the way your system will aid your processes, Carlene delves into each section in more detail within the video. This includes a phased approach and training you may require.

Cloud9 Insight are here to help you every step of the way – even at this pre-requirements stage. If you need any guidance – or even training – contact us or give one of our consultants a call on 01273 921510.

Make sure to get your CRM project right from the very start.