Careful resource planning can prevent stress. Possible cases of illness, the budget and the available space should therefore be planned in advance. Careful project planning not only helps the project itself, but also has a noticeable impact on the motivation of those involved.
The composition of the team can also affect motivation. The project should involve actors from different areas that will be affected by the introduction of the CRM system . These include, for example, sales, marketing, customer service, IT and management. It is therefore important to use the individual characteristics of the project team members to the advantage of the project. When selecting the team, the special skills of the team members should be considered and coordinated.
Formulating goals uruguay whatsapp data with the SMART formula
Defining clear and realistic goals is particularly important at the start of a project. The SMART formula can help you formulate precise, realistic and measurable goals. A clear time frame that does not create unrealistic expectations is also important.
What aspects should the CRM project team consider at the beginning of the project?
The motivation of all those involved can also be encouraged at the beginning of the CRM project. To do this, you should follow these tips:
Kick-off meetings
The start of the project should definitely be marked by a kick-off meeting. This is where you can infect the team members with your own motivation and get them excited about the project. Use this opportunity to present predefined goals so that everyone involved receives the information that is relevant to them. A kick-off meeting is not only useful at the start of the project. Even if a suitable CRM provider has been found after a detailed comparison of different CRM software solutions , a kick-off meeting can initiate the meeting of your project team with the provider's contacts. This lays the foundation for good cooperation and the project approach can be further specified.