Building a CRM business case? We’ll help you get started.

CRM can make your business work smarter. As part of our campaign on Smarter CRM, our Sage SalesLogix team have taken over our Sage Blog for one week. Sage SalesLogix is CRM without compromise. Supporting the way you do business providing you with a complete view of all your prospect and customer interactions across marketing, sales, customer service and support.

Sorry to start with doom and gloom but the constant news of recession, Eurozone crisis and rising costs of living is enough to get anyone down. We all have to be more cautious with the pennies and for any business today expenditure is closely scrutinised – from basic cost-saving exercises to company-wide productivity strategies.

And there’s no getting away from it, business software – whilst an essential part of driving efficiency and reporting performance – is costly and time consuming implement. So when it comes to buying or upgrading a solution the need to prove the value is more important than ever.

Questions, questions.

Compiling a comprehensive business case is resource heavy, getting internal buy-in is difficult and proving the value of a system hard before the project begins. Our customers regularly ask us for support and advice from how do I get started? Who do I need to involve? How can I prove the expenditure is good value for money? How can I prove ROI? The list goes on…

Our top 5 tips for your CRM business case:

  1. Clearly define your objectives: Without setting goals for your project your run the risk of not achieving your desired outcome. Setting objectives helps you keep the project on track and in the longer term will help you measure project success.  
  2. Identify and involve key stakeholders: Involve a variety of stakeholders from across the business, from manager level through to those who will use the system day to day.
  3. Know how you will prove ROI: Start by setting clear benchmarks to support your objects, then place sensible targets against these.
  4. Be open about the true cost: Software is only one part of the project investment. Make sure you consider and budget not only for hardware but any customisation, implementation or training costs you may encounter.
  5. Know what your competitors doing: Not making the investment may be more costly to your long-term strategy. Make sure you fully consider the impact to business if you do not go ahead with the implementation.

For more information on building a business case, watch this video by David Beard, CRM Evangelist at Sage