CRM Lifecycle
CRM Evaluation is the process of selecting the right software, CRM Data Migration is moving data into the new system, CRM Implementation is the overall process of setting up and launching the CRM, CRM Integration involves connecting the CRM with other business tools, and CRM Administration refers to ongoing management and maintenance.
CRM Evaluation
What it is: The process of researching and choosing the right Customer Relationship Management (CRM) software for a business.
Key aspects: Assessing a company's needs, understanding the different types of CRMs (operational, analytical, collaborative, and strategic), and selecting a system that fits the business's goals.
CRM Data Migration
What it is: Moving all existing customer data from an old system (or multiple systems) into a new CRM platform.
Key aspects: It's a critical step in moving to a new system, ensuring that all historical data is successfully transferred without loss.
CRM Implementation
What it is: The entire process of putting a new CRM into use, from the initial evaluation to the final launch.
Key aspects: Includes needs assessment, software selection, customization, data migration, testing, training users, and the final "go-live" phase.
CRM Integration
What it is: Connecting the CRM system with other business applications, such as marketing automation, accounting software, or customer service tools.
Key aspects: Allows for a more seamless flow of data across different departments and functions, providing a more complete view of the customer.
CRM Administration
What it is: The ongoing management and maintenance of the CRM system after it has been implemented.
Key aspects: Includes user management, system updates, data quality control, and making ongoing adjustments to meet business needs
