1. Build a Business Case before you open the box.
InFact Group drives rapid return by helping you to identify the quick wins, and the risks and rewards that are specific to your business model. We will also help to design a project plan that emphasizes these points so you have a clear Roadmap. We will ensure that elements like Training and Change Management are given their rightful place in the plan. And we will help you return to the business case for improvements later in the project.
2. Drive User Adoption by Educating the Management Team
Once the Management can see the benefit, the business will be better focussed on driving the project to successful completion.
3. Deploying CRM means either adapting your processes or adapting the CRM application, or a little of both
InFact Group will help you steer a path through the application deployment, choosing the right level of configuration and the right amount of process optimization using a pragmatic approach.
4. Use Analytics and Reporting Tools to drive the business
Both elements have a strong role to play in any CRM deployment. Concentrate on providing operation data for the day-to-day and on Analytics for seeing and predicting the future to understand your business. InFact Group ensures that your project factors in these important elements whether you be using Siebel CRM On Demand, Actuate Reports or Oracle BI EE.
5. Integration is the key
Leverage standard architecture - Web Services and SOA - to provide a richer picture to the business, and choose a partner with recognized expertise.
6. Training must be role-based
The old belief that Training is the same for everyone is rubbish. Design role-based training and schedule and plan for ongoing sessions during the initial period.
7. Abandon the old CRM Way of Thinking
The CRM Way of Thinking, means "big technology, big investment, big configuration, big budget, big timeline" and many CRM deployments fall into the trap of believing it has to be this way. Tools like Siebel CRM Professional Edition and Siebel CRM On Demand from Oracle Corporation are designed for rapid time-to-deployment, faster ROI and more evolutivity.