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How Processes Can Make or Break a CRM Implementation

Implementing a new CRM system (or migrating from one system to another) can cause chaos. It can be difficult to gain a complete understanding without an end-to-end view. That’s why re-implementations are necessary after failed attempts.

IT Teams tend to focus on features, functions, and data security (if you’re lucky) and how to get the settings correct.

The key to a successful implementation is really system process, how the system supports business processes and ultimately, how the system supports business strategy. It’s critical to be able to visualize the Business Process layer (people activities) + the Systems Process Layer (transactions) of an operation. The inter-relation is the secret to a successful implementation.

Watch this webinar with Robi George, Solution Partner at FlowBuilders, where he will highlight important considerations and share best practice recommendations on how to successfully drive system change using implementation as an example.

Learn how to:

  • Understand the difference between a System Process and Business Process, and how this impacts your ability to execute your business strategy
  • Design your system in a way that eliminates cost, waste and complexity and helps you unlock Business Intelligence /Analytics and Data Mining
  • Help users understand their System Processes in the context of the Business Process
Robi George

Robi George
Solution Partner, FlowBuilders