Companies have valid reasons for wanting or needing to change their CRM systems, however they do not necessarily have the in-house skills or knowledge to understand what is fully involved in the process before proceeding with the actual implementation.

One example recently involved a small adviser firm looking to move from one CRM to another within Financial Services and they asked Mint Blue to review the proposed work ahead of signing.

This review prompted a number of queries to the company in question regarding their understanding and knowledge including some of the following:

• The transition process between systems
• Business project resourcing
• Training
• Post implementation activities
• Data cleansing

Feedback from the adviser firm was as follows –‘It was good to speak to you too and based on your reply there’s a lot more (planning) to this than I imagined. Thanks for this input it certainly highlights what’s involved.’

Mint Blue is able to help firms prepare and understand what is involved before proceeding with a system change.  Most changes are through choice and not often time-critical, so it’s an opportunity for companies to plan before proceeding.