Tuesday, July 8, 2008

CRM Projects are divided into four phases:

Phase I : Sales module customizations : It means the product catalogs, the sales process embedding, the account and contact databases, and the sales pipeline management.
Phase II : Marketing module customizations : These are no different in technical process from Sales module customizations. They are merely different in what needs to be customized.
Phase III : Integration with external applications : This is an analysis of the existing information technology infrastructure and the network functionality. This work identifies the integration points between the legacy systems, the CRM application, and the possible installation and customization of other new non-CRM applications and systems.
Phase IV : Reporting integration : Reporting is a vital function for the businesses that are scattered the office. The customization of those reports and their generation are critical to corporate success.

No comments: