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CRM application upgrade decision checklist based on business needs

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Here is an application upgrade decision checklist for "why or why not" to do a CRM applications upgrade.

Why upgrade?

• Gain the benefit of new functional enhancements
• Compliance changes
• Reduce customizations
• Consolidate instances
• Keep options open for service-oriented architecture (SOA) releases
• Synchronize tools and infrastructure releases
• Get relief from vendor-imposed support deadlines

Why not upgrade?

• Applications are mature, enhancements not compelling
• Risk of disruption to the business
• Cost and resource requirements
• Too many customizations
• Plan to switch to another vendor
• Complex integration with other applications
• Vendor-imposed platform requirements
• Questionable future of the product or vendor

Dig Deeper

This was first published in July 2007

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