Avoid Failure: How to Implement your CRM to Succeed

Feb 22, 6:15 – 7:30 PM

Have you faced disappointments with CRM implementations? Success lies in the design of processes, a crucial step often overlooked.

AdvancedAutomationCRMEnterprise

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 focusProjects 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.


Speakers

  • Joe De Leon

    ICX

    Senior Consultant

  • Sofia Ottone

    ICX

    CRX Consultant

Hosts

  • Alfonso Ramírez

    ICX

    CRX Consultant Manager

  • Daniel Zapata

    ICX

    CRX Consultant

When

When

Thursday, February 22, 2024
6:15 PM – 7:30 PM UTC

Agenda

6:15 PMWelcome
6:20 PMAvoid Failure: How to Implement your CRM to Succeed
6:40 PMFrom Paper to Software
7:15 PMQuestions & Answers
7:30 PMThanks & Closure

Organizers

  • Esteban Cordero

    ICX

    President

  • Jorge Sanchez

    Imagineer Custumer experience

    ICX HUG Lead

  • Daniel Zapata

    ICX

    CRX Manager

  • JOE DE LEON

    Imagineer customer experience LLC

    Senior Consultant

  • Sofia Ottone

    ICX

    CRX Consultant

Partner

ICX Consulting logo

ICX Consulting