CRM: Project Rescue Review

CRM reportedly became a $40+ billion industry last year (Forbes) and, according to Pardot, without it, 79% of leads fail to convert. Other benefits of CRM include improved productivity, increased revenue and reduced marketing spend.

But for all the widespread benefits, there’s a very large CRM graveyard out there and the cost of failure is widespread, with underutilised investment and unmet business objectives often being among the consequences of not getting things right.

As with all crises, some form of rescue plan is undoubtedly required to salvage the situation and get your system (and results) back on track again as soon as possible.

Our Project Rescue Reviews look at your whole management process, the technical environment and the reasons why your project has failed. Failure doesn’t have to mean just that. With the right insight, resources and know-how, it’s possible to turn around CRM implementations that have either fully or partially failed.

WHAT’S COVERED?

The aim of these reviews is to understand:

1. Which systems have been implemented.
2. Who is/was involved in the implementation
3. The areas that need to be covered in the rescue outputs.
4. What the deliverables need to be.

A report will then be produced and feedback presented back to you during a reporting and feedback meeting in which you will be provided with a set of clear recommendations and actions to follow.