There are 7 main steps that you need to cover and document in order to make sure your CRM Project runs smoothly, covers all of your requirements, comes in on time and on budget, but most importantly, gives you the Return on Investment you need to make the project a success.

The 7 steps for your CRM Project Plan are:

• Assign a Project Team
• Develop a CRM Mission Statement
• Create a Process Chart for each department
• Create an Existing Infrastructure Map
• Create a Financial Plan
• Create a Solution Shortlist
• Make the Final Decision

At CRM-UK we believe in sharing our knowledge for free, so we developed this CRM Project Plan Template which we use with our customers to make sure the foundations for a successful CRM implementation are there right from the start.

Feel free to download the CRM Project Plan and use it to help you manage your CRM Project.