Have you faced disappointments with CRM implementations? Success lies in the design of processes, a crucial step often overlooked.
About this event
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.
Joe De Leon
CRX Consultant Manager
Thursday, February 22, 2024 6:15 PM – 7:30 PM UTC
Introduction & Presentation
Avoid Failure: How to Implement your CRM to Succeed
• Processes and requirements.
• Change management.
From Paper to Software
Use case demo:
• Step-by-step explanation of the process in matrix diagram.
• Demonstration of the automated process in HubSpot.