Key Takeaways
CRM Basics — Quick Summary
- 1Key Characteristics
- 2Key Characteristics
Support Governance Flow
Implementation vs Support: Two Different Disciplines
Many businesses treat CRM implementation and CRM support as interchangeable. They are not. Implementation is a project with a defined start and end. Support is an ongoing operational function. Understanding the difference helps you resource correctly and avoid gaps.
What Is CRM Implementation?
CRM implementation is a project to deploy, configure, and launch a CRM platform. It has a defined scope, timeline, budget, and deliverables. Once the CRM is live and users are trained, the implementation project ends.
Key Characteristics
- Project-based with defined start and end
- Focused on setup, configuration, and launch
- Deliverable is a working CRM environment
- Requires business analysis, technical configuration, and project management skills
- Typically lasts 4 weeks to 12 months depending on complexity
What Is CRM Support?
CRM support is the ongoing operational function that keeps your CRM running, resolves user issues, makes configuration changes, and evolves the platform to match changing business needs.
Key Characteristics
- Ongoing operational function, not a project
- Focused on maintenance, issue resolution, and continuous improvement
- Deliverable is a healthy, evolving CRM platform
- Requires admin, development, and support skills
- Continues for the lifetime of the CRM
Why You Need Both
Implementation without support leads to a CRM that degrades over time. Support without proper implementation means you are maintaining a poorly configured system. The two phases are sequential but both essential.
Common Mistakes
- Treating go-live as the finish line and not planning for support
- Expecting the implementation team to provide ongoing support without a support contract
- Hiring an in-house admin after implementation without proper handover
- Not budgeting for ongoing support after the implementation budget is spent
Managed CRM Services: The Bridge Between Implementation and Support
Managed CRM services provide a bridge between implementation and ongoing support. A managed services provider takes ownership of your CRM after go-live, providing proactive monitoring, continuous improvement, and strategic advisory.
How AavishkarIT Helps
We provide both CRM implementation and managed CRM services. Our implementation team delivers your CRM on time and on budget. Our Managed Excellence team takes over after go-live to ensure continuous improvement and maximum ROI.
References & Resources
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