How to Implement a CRM Recovery Strategy that works: A 4-Step Implementation Plan

Identifying your business goals and clearly stating what you want is very important for the success of any CRM Implementation. It may seem obvious, but a surprising number of organisations don’t do it.

Determining your business objectives and desired outcomes is critical and they become a crucial foundation for any CRM Implementation.

CRM Implementation process

A typical CRM implementation will follow the following steps:

Planning: We think that spending more time on project planning will result in lower implementation costs, a lesser chance of scope creep, and a higher return on investment because the project will match your company’s needs better.

We will not initiate a project that does not have a set of documented specifications that have been formally approved by the client.


During implementation, we will:

  • Provide early sight of key customisations including list and form layouts to allow you to evaluate the system against your own business processes prior to delivery.
  • Implement functionality identified as having higher technical complexity early to ensure that the project risk is kept to a minimum.

Aside from the configuration of the system itself, a key part of the crm implementation phase is the creation of any data migration and/or integration routines. We ensure that these aspects of the project are tightly controlled by producing a detailed data mapping document that lists every data field to be migrated or integrated, where the data will be held in the new system and any transformations that the data will undergo during the process.

Before we finally release the system to you for your own acceptance testing, we will fully system test it ourselves ensuring that all agreed requirements have been met.

Deployment: We will move on to go-live once you have confirmed that the system was delivered to the agreed specifications. This usually involves setting a deadline for when any outdated systems must stop being used, followed by a live data migration into the new system.

Post-Deployment: The project’s post-deployment phase is one of the most crucial. The client has been spending money up until this point. Only when the system is used will the anticipated ROI start to be delivered.

There can be several factors preventing you from getting the intended result. Some of which include a lack of user acceptance, the continuation of outdated work procedures, and a lot more. With our CRM Recovery Implementation strategy, we can help you find a solution and, we’ll rarely ever suggest switching to another piece of software. We haven’t done that, at least, not yet.

Since it’s difficult to recover an established system, many CRM implementers will prefer to afresh. In our opinion, that is neither desirable nor the most economical action to take. CRM Recovery is our specialty and growing your business is our priority. Contact us today to find out more.

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