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2 Tips for Achieving a Seamless CRM or ERP Implementation Approach with Your Technology Partner

By Steve Reed | August 19, 2019

In a recent blog we discussed the phase in which a company realizes that they are in need of a new ERP or CRM software system and in the article prior to this one we revealed 5 ways to find a proper implementation partner. Now, let’s dive into what you should be doing in order to achieve a successful software initiative.

  1. Know Your Why

In order to be a business with a successful software solution, you have to know the ins and outs of your software initiative – not the technical ins and outs (that comes later) but the core reasoning that is driving this change. Most companies who look to implement a new solution hear from their partner things like: “WHAT do you want to achieve” and “this is HOW we will do it” but the main focus should be on WHY you want to upgrade.

This idea of “Why”, is what would be considered governance thinking. Focusing on the mindset of why you want a new software implementation is key when transferring knowledge to the implementation team.  All instructions, all actions, all goals and even results should garner the question “Why?” and in doing this, you should then have the ability to better prioritize actions and activities which will lead to strategic and maximum payback outcomes.  

Do not lose sight of what the original objective was. Don’t get swept up in the technology aspect of the project. Remember the initial goals and maintain that mindset.

  1. Communication

It is so important to maintain a level of constant communication between external and internal project teams. Seems pretty obvious right? More often than not, most people tend to avoid difficult conversations that need to be had. In this circumstance, the most difficult conversations should always be openly addressed. Staying on top of all aspects of the project are a must, with regular reviews of status, budget and original projections. No one wants an out of control project that leads to failure.

If you keep these two approaches in mind, the software initiative should cultivate a strong culture for success and allow for streamlined implementation with your technology partner.

Looking for more tips on achieving a successful ERP or CRM software initiative? Download this guide to discover more insights.


It’s always important to note that the end of the journey for a software implementation is not at go-live. The lifespan of a partner-vendor relationship should stretch far beyond initial implementation. It begins at day 1, from your partner asking exactly what objectives need to be achieved and if those objectives are being met. If an objective is not being met along the way, tactics need to be changed. With Microsoft Dynamics 365 for example, things are easily pivoted into the direction the company needs to go in order to achieve success. The company and the vendor should carry on the journey of software optimization after go-live and maintain a strategic partnership in order to ensure ample adoption of the solution. A review cadence should be scheduled and adhered to. If you are interested in learning more about what is needed and should be expected of a good CRM or ERP implementation process, then download this free guide – 7 Best Practices for Successful Software Initiative.

About Steve Reed

Steve has a broad range of experience helping application software companies successfully develop and bring manufacturing and enterprise solutions to market. He has over 20 years of experience in software, and is dedicated to the success of businesses’ digital transformation journey.

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