The truth is, most CRM initiatives fail. It’s not an issue with Sage, it’s an issue with CRM projects in general and it usually boils down to poor planning resulting in lack of adoption. But lack of adoption is 100% avoidable with a solid plan and approach.
The 2-minute video below explains how we organize our projects and how long these projects take. ADDITIONALLY, this video clarifies the resources your organization will need to for your project to be successful. Beyond actual users, you will need:
It is in our best interest that your project is successful, and over the years we have developed a pattern that works. While every project is unique and the schedule and plan are both flexible, we certainly go into every project with a plan.
Normally, we are ready for go-live somewhere between 5 and 8 weeks with the entire project running between 12 and 16 weeks.
President & Sage CRM Project Manager