CRMguide
CRM Implementation Roadmap: From Selection to Adoption
Step-by-step CRM implementation guide covering vendor selection, data migration, customization, training, and adoption strategies.
LeadFinder Sales Team16 min read195 downloads

Why CRM Implementations Fail
70% of CRM implementations fail to meet expectations. The #1 reason? Poor adoption. This roadmap ensures your CRM actually gets used.
Phase 1: Requirements & Selection (Weeks 1-4)
Must-Have vs. Nice-to-Have Matrix
| Feature | Must-Have | Nice-to-Have | Priority |
|---|---|---|---|
| Contact management | Yes | P0 | |
| Pipeline tracking | Yes | P0 | |
| Email integration | Yes | P0 | |
| Reporting/dashboards | Yes | P0 | |
| Mobile app | Yes | P1 | |
| AI lead scoring | Yes | P1 | |
| Marketing automation | Yes | P2 |