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App Development
6 minutes read

CRM Implementation Roadmap

By Robert Kazmi
CRM implementation roadmap
By Robert Kazmi
App Development
6 minutes read

If you’re new to customer relationship management software, you might be unfamiliar with the concept of the CRM implementation roadmap. That’s okay. The CRM implementation roadmap is a fairly straightforward concept, and we are going to walk you through everything you need to know about it. 

CRM plays a vital role in corporate digital transformation. CRM solutions help businesses manage customer relationships and gain valuable insights into who their customers are and what they want. This post will explain what a CRM implementation roadmap is, why it is crucial, and the basic steps involved in a CRM roadmap. 

What Is a CRM Implementation Roadmap? 

A CRM roadmap is an implementation plan that aligns the features and functionality of CRM with a company’s business strategy. Before an organization can develop a CRM roadmap, it must understand its sales and customer retention processes, how each department or team interacts with customers, and what impacts or outcomes the organization is hoping for by implementing CRM. 

For example, here are a few good questions businesses can ask themselves to better understand some of those points:

  • How does the company currently gain insights about customers?
  • How do internal teams and departments share customer information and work towards common goals?
  • How does the business gauge which service offerings should be produced to meet customer needs? 

If you are struggling with CRM implementation, it is a wise choice to work with an implementation partner. A CRM implementation partner will help you choose the best CRM system for your organization’s needs, and they will also help you understand the importance of developing a CRM roadmap. 

Why Are CRM Roadmaps Important?

Whether you are investing in desktop software, a web app, a mobile app, or SaaS, CRM solutions are a financial investment. Without a CRM roadmap, you will blindly implement a CRM system and hope that it meets the needs of your business. On the other hand, if you choose a CRM solution that does not fit your business’s short and long-term objectives or reflect its priorities, you will have wasted valuable time and financial resources. 

It is unwise to invest in technology without understanding if it has the features and functions that are important to your business. For example, you wouldn’t purchase a car without ensuring that it had at least some of your wanted features. 

Like cars, thousands of different CRM solutions are available on the market. So how do you ensure that you choose a CRM solution suited for your present and future needs? By developing a CRM roadmap. Without a CRM roadmap, your implementation project is bound to fail. 

A CRM roadmap is the foundation upon which an implementation can be successfully carried out, ensuring that functionality and future enhancements are planned strategically and logically. With a strategic CRM roadmap, your business can maximize its ROI for CRM.

A Basic CRM Roadmap

If you are ready to begin a CRM implementation project, these are the basic steps your organization should follow to guarantee successful CRM implementation: 

  • Identify issues
  • List required features and functions  
  • Create budget 
  • Find an implementation partner 
  • Setup and data migration
  • Testing and training 
  • Evaluate 

Identify Issues 

CRM solutions are powerful tools used to manage relationships with prospects, customers, and other contacts. If you are thinking about CRM implementation, it is likely because your sales team or other departments have run into issues. So the first step is to identify what issues your business is experiencing

Listen to feedback from your teams to accurately identify pain points that can be addressed with CRM. It is vital to accurately identify the issues your teams face so that your business can purchase and implement a CRM solution that will improve daily operations. 

List Required Features and Functions 

As previously mentioned, there are thousands of different CRM solutions available. To find the best CRM solution for your business, you need to know which features and functions are most important to address your identified issues. It is helpful to list which features and functions are the most important and which ones are the least important if there are CRM options that only have some of the features you are looking for.

Create Budget 

Now that you have an idea of what issues your business needs to address and which features are best suited to accomplishing this, you need to create a budget. Creating a budget will help your business prioritize CRM solutions and choose the best option for your requirements. A budget will also help your business communicate your needs and requirements to an implementation partner. 

Find An Implementation Partner 

An implementation partner will make the technical aspects of CRM implementation easy. Setting up the proper tools, building the architecture, and migrating data are all tasks that are likely too technical for your business to handle on its own. Simplify the CRM implementation process and find a partner that can help you through the entire process. 

Setup and Data Migration 

Setting up the proper tools and migrating your existing customer data into your new CRM is the most technically challenging portion of CRM implementation. Therefore, it is highly recommended that you work with an implementation partner to accomplish these technical tasks. Improperly implemented CRM will not support your business processes, and it will be a waste of time and money. 

Testing and Training 

Once your new CRM has been implemented, it is time for you to test it and train your employees on using it. Once again, your CRM implementation partner should help your business test your CRM and train your employees. In addition, it is important to give your implementation partner feedback during this phase of the CRM implementation process to make the necessary adjustments. Finally, after everything has been thoroughly tested and your employees trained, you are ready to go live with your new CRM.


After your CRM is deployed, it is important to continuously evaluate your CRM to ensure it is living up to expectations. How have the results lived up to your expectations? Adjustments might need to be made over time which is why regular evaluations are important to the long-term success of your CRM solution. 

Final Thoughts 

CRM implementation is necessary for businesses that want to compete at the highest levels. Take control of your processes and customer interactions with a powerful CRM solution. If you’re ready to get started with CRM, contact a CRM implementation partner. An implementation partner will help you develop a CRM implementation roadmap so that your organization finds the best CRM for its needs.

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