A PRACTICAL ROUTE THROUGH / CRM MIGRATION BUSINESS READINESS
Prepare the customer journey around the new platform.
A new CRM affects lead handling, pipeline stages, customer information and the hand-off to downstream teams. Readiness should prove those journeys with the people who operate them.
Discuss this challengeA date is a deadline.
Readiness needs evidence.
Illustrative criteria, adapted to your programme
WHERE TO BEGIN
Three useful decisions.
Bring the right owners together and use the questions to establish the next actions.
01 / Agree lifecycle stages and the meaning of the core measures.
Agree the relevant owner, the required evidence and the date this decision matters to the programme.
02 / Test migrated records, roles and operational hand-offs.
Agree the relevant owner, the required evidence and the date this decision matters to the programme.
03 / Prepare training, exception handling and launch support.
Agree the relevant owner, the required evidence and the date this decision matters to the programme.
How Leanpro can help.
We can help establish the scope, connect the business and technical responsibilities and coordinate a practical route into delivery. The engagement can cover a focused review, a defined workstream or a wider programme, depending on the responsibilities agreed.
Explore the related consultancy serviceLeave with something useful.
Start with a working pack you can use with your team. It gives you space to record requirements, ownership, decisions and the evidence still needed.
Explore the working packLET’S CONNECT THE WORK
What needs to move forward?
Tell us what is changing, where you are in the process and where you need a clearer plan.
Start a conversationwebsite@leanpro.co.uk