CRM Automation

Step 1: Organize Your Project Management Team

Initially, you should form a project team consisting of the following:

• A project champion, preferably a senior executive, responsible for ensuring appropriate managerial and financial backing throughout the project. The project champion will be involved, on average, six hours per month during the six- to twelve-month project life cycle.

• A project leader, who has business process and technical skills. This person will be responsible for implementing the project on a day-to-day basis. This will usually be a full-time position during the project's life cycle.

• A project user group, comprised of CRM end-users who are responsible for providing input to the project leader during the project's conceptualization ...