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How to Scope a CRM Project

CRM Scoping Meeting

Innovative companies know that using CRM as part of a business strategy, helps them build and strengthen customer, partner, and supplier relationships.

Now that you have decided to deploy your CRM system, you no doubt have big plans for its future. 

Translating your CRM vision into a reality can seem extremely complex.  Breaking down a large CRM implementation into smaller, easy to digest projects and phases can seem impossible, especially if you are new to Microsoft Dynamics 365 CRM.

This is where our experts at XRM Architects can help. 

We can be on hand every step of the way of the creation and the implementation of your CRM vision.  To see how we can help plan your roadmap, find out about our software consultancy process

When we are working with clients, some of the key points that we consider when scoping a CRM project include: 

  • Gaining an understanding of your requirements using workshops, end-user walkthroughs, and ongoing reviews. By creating a clear project scope, and defining what is a must have vs a nice to have, your supplier will have flexibility to provide a range of options in terms of budget and timescale.
  • Understanding and building a comprehensive list of your requirements
  • Defining what should be in scope.
  • Defining what should be out of scope.
  • Creating a wish list for your business
  • Defining what must be included in the project.
  • Defining what should be included in the project.
  • Define what is a nice to have.
  • Producing cost estimates based on the initial scope of the project, with itemised costings based on research.
  • Completing the first phase of the implementation, and assessing the cost/value of each line item through informed business decisions.
  • Creating an ongoing strategy for future CRM requirements to be tackled in subsequent phases, complete with indicative cost estimates.

Successful CRM implementations typically have a clear plan for a continuous improvement process. This process encourages review of what is working, what isn't working, and allows for small incremental changes to be made on an ongoing basis. This can be achieved with by a simple retainer with your CRM supplier.

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