Preventing Unexpected Costs in CRM Implementations

CRM implementations have a way of showing the cracks in cause-driven organizations, as misaligned goals and siloed processes are made clear. It is critical to keep a lid on the cost of a CRM project—in terms of technology and staff time.

While effective project management methods allow you to keep a project on time and in budget, they aren’t enough to ensure that people adapt to new systems and processes. For that, you need a process informed by change management best practices.

This white paper Preventing Unexpected Costs in CRM Implementations takes a deep dive into three ways that implementation projects cost more than you think,  and what you can do to avoid that unfortunate situation. We then describe methods that will help you not only finish the project, but truly achieve success and maximize your return on your investment.

A red umbrella shields a money bag from blue arrows coming from the left, highlighting ways to prevent unexpected CRM costs for nonprofits through effective change management. The Heller Consulting logo appears at the bottom.

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Inside this Guide​

  • The difference between project management and change management
  • How direct cost overruns occur
  • Why tasks take longer in the weeks and months after you launch a new system
  • Who can most effectively deliver project communications

 

Focusing on the technology while ignoring the people who will use it can lead to wasted time, energy, and money beyond just the project budget. This resource will give you concrete ways to deepen your organization’s focus on the impact of system change on individuals in order to prevent unexpected costs and stress.

A line graph shows productivity over time during CRM implementation. Productivity dips after implementation, then rises. Effective change management lessens the dip and speeds recovery, helping manage CRM costs for nonprofits while reaching target productivity.
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