Have you ever implemented a CRM that didn't meet your expectations in your company? Do you know the right path to achieve a successful implementation?

Technical projects tend to fail because they lack a business approach. This approach involves things such as considering processes, change management, an operating model and a clear requirements document aligned with the business needs rather than just a technical focus. Projects with a business approach have clear processes, responsibilities, business rules, automations, KPIs, OKRs, etc.

There is certainly no one-size-fits-all solution to achieve a successful implementation, BUT regardless of the complexity of a project, the key to not fail in the attempt relies on..

 ¡Design of the processes! 

We'd like you to please turn your focus to designing and analyzing business processes, a fundamental discipline surpassing software implementation tasks.

Implementing software without a business approach can only lead to a big disappointment when realizing that the promised results are not being met.

Consider a comprehensive and strategic approach to optimize and improve how an organization conducts its operations to achieve its objectives.

At the end of this HUG, you'll walk away with:

• Insight into the critical importance of process design for successful CRM implementation.

• A methodology for process design.

• Guidance on pre-implementation processes.

• Lessons learned from past disappointments.

• An enhanced understanding of CRM.