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< ![CDATA[Hi Abigail,
Depends on you, the vendor, and the firm that will be assisting you in this process.
There are many factors to consider when setting a timeline for the setting up or implementation like:
1. What processes do you consider part of the implementation? This question may sound trivial but this actually matters, as planning the length of the implementation depends on the steps or processes involved. For instance, some companies consider live testing to be part of the implementation, while some stop at data migration. That’s the reason some report really short implementation periods (3 to 4 months) while others take a whole year and more.
2. How many users are we talking about? People are the most important factor when undertaking a CRM project. A small or mid-size organization (number of employee < 200) is likely to finish implementation faster than an enterprise-size business, by virtue of having fewer people to train about CRM use. On-boarding typically takes a long time, and this is why it’s important for customers to demand adequate training support from their CRM vendors or consultants.
3. Are you going to customize your CRM? Businesses have different needs, and it’s not uncommon to hear of companies requiring alterations or additions to their CRM system during implementation. Questions come up like: Do you need third-party apps for CRM-phone integration or ticket management? Do you want to unify your CRM and ERP? At this stage, you go back and forth with your CRM provider on the functions you require from the software and adjust the system until it meets your expectation.
4. How much data would be migrated? Moving data from your old system to your CRM can be a very long process, especially if you belong to a large organization. Being thorough during this phase though, is a must, as the value of your CRM is based on the data that it holds. Before the migration, your organization should first audit all your data systems and verify, update and clean the data in them. It’s a waste to fill your mint CRM with dirty data.