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Unit 10: Delivering Customer Offer




               After  system  implementation,  it  must  be  maintained  in  order  to  fix  and  prevent  Notes
               malfunctions, to optimize special functions and to improve general system procedures.
               Also, another important activity that may be carried out is measuring the progress, to see
               how well the implementation of the CRM system is supporting the business goals. Usage
               strategy should not only focus on technology, it should also rely on business strategy,
               people, process and components of change management.
               The next stages were detected in this phase:

               (a)  User training:  The stage where the software vendor  trains the employees of  the
                    enterprise in the profitable  use their system. Users  of the  sales, marketing  and
                    customer service departments should be the first to be trained.
               (b)  Implementation evaluation:  Managers  analyse  and  determine  the  impact  of  the
                    implementation once it has been completed.

               (c)  User satisfaction and usage intention: Determines the degree of acceptance or rejection
                    from the user to the CRM system, and how well they are using it.
               (d)  Return on investment: The project team presents a report analyzing the expected ROI
                    of the CRM system to the executives and CEO.
          5.   Evolution Phase: Once the CRM system is already in use, this phase corresponds to the
               integration of more capabilities into the CRM system, providing new benefits such as the
               interaction with other enterprise information systems like supply-chain management
               and business intelligence.
               Also  the enterprise may decide to expand the system  across its frontiers for external
               collaboration with other partners.

               We can find the following stages in this phase:
               (a)  System maintenance: The software vendor is in charge of providing the corresponding
                    maintenance to the system so that it may function properly.

               (b)  Integration with other enterprise systems, such as ERP, SCM or BI.
               (c)  Migration: This means changing the version of the system to a most recent release, in
                    order to receive the most current and best possible support by the vendors.

          6.   Retirement Phase: The retirement phase corresponds to the stage when, with the appearance
               of new technologies or the inadequacy of the CRM system to reach business goals and
               needs, managers decide if they will substitute the CRM software with another information
               system technology approach eventually more adequate to the organizational needs. Within
               this  phase we  identified the following extreme  situation, which unfortunately is  not
               exceptional:
                   Implementation failure: If the CRM system cannot help the company to reach its CRM
                    goals, the managers should decide to retire it and go back to the previous information
                    system, or to start out another implementation project, eventually with other vendor
                    or product or consultants. Obviously, no second trial should be addressed without a
                    throughout shared analysis of the reasons behind the failure of the first CRM project.




              Task  Explain the different phases of CRM strategy.








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