Nowadays, the majority of enterprises have started using some form of SaaS application, so they have a basic understanding of hosted software. However, when it comes to CRM, due to its inherent nature of needing to integrate with other key business systems (whether within the enterprise firewall or in the data center), there are some new challenges.
For the above reasons, how should a CIO ensure proper follow-up work after deploying a CRM? The article will use salesforce.com as an example to list some practical recommendations, and of course, these suggestions can also be applied to most SaaS CRM systems.
1. Level of IT team involvement: In the early stages of a Salesforce CRM project, there isn’t much for the IT team to do. However, after about a year of deployment, especially once the system implementation has been successful...