You’ve chosen your CRM. Now what?
You’ve made the big decision—and now it’s time to implement. How do you ensure your new technology works for you? You may be wondering how it’s all going to get done, especially if you are relying solely on your software vendor or internal team. Are you asking yourself:
- Does our staff know how to do this?
- Do we have enough staff to do this?
- What if we make a mistake?
- What might we have overlooked?
- How can we plan to use our new system when we don’t fully understand it?
- How do we know what we don’t know?
- How do we ensure user adoption, once we make the change?
A Great Implementation Transforms your Organization
When implemented well, your CRM can ignite productivity and achieve your organization’s strategic goals. JCA’s independence from any single software vendor, along with our 30+ years of experience, makes us your trusted partner. Whether you’re considering a system change, are in the middle of an implementation, or are post-go-live, JCA can help:
- Project manage your implementation
- Analyze your existing IT systems and operations
- Plan and test new business processes
- Develop reports and dashboards
- Train your users
- Assess your implementation budget, timeline, and staffing
- Evaluate and convert your data
- Guide your system design and configuration
- Document policies and procedures
- Assess your readiness for change and design a plan for change management
- Create an integrated data ecosystem through the use of iPaaS (integration Platform as a Service) tools
Blog:
The Four Key Roles for a Successful CRM Implementation
You’ve selected a new system and now it is time to think about who will help with the CRM implementation. Before outlining names and responsibilities, it is important to think about the skill sets and characteristics you’ll need from your team. Who will help is important, but what you need them to do is a crucial definition in your implementation project planning.
In this blog, we share the four main roles needed for a successful CRM implementation.
Hamilton pursued an aggressive timeline and transformative Salesforce implementation. Often project reassessment and realignment was necessary and JCA was key in helping keep us on track. JCA’s project management and industry guidance efforts helped keep us grounded, focused, and even provided an empathetic ear from time to time.
JCA has been by our side through a Blackbaud CRM conversion and now the transformation and modernization of our Foundation financial systems and transition to FE NXT. Their partnership and expertise, especially in design and documentation, have been invaluable.
It’s time to make the technical more personal.
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