CRM CRM upgrade guide:
CRM upgrade guide
Navigating a CRM upgrade can be intimidating. Learn best practices for CRM upgrades in this guide, including how to decide if you should upgrade your CRM system and how to build a business case for a CRM upgrade. Learn how to prepare your organization prior to the upgrade and provide change management following the upgrade. Also find advice from experts and consultants on how to be successful when working on a Siebel upgrade, how to excel with an SAP CRM upgrade, or how to develop a PeopleSoft upgrade plan.
New in this guide
- SAP seeks to shed "ugly" label with CRM 2007 (SAP CRM upgrade - Is the time right?)
- Voices of CRM: Accenture's Saj Usman on CRM upgrades (CRM upgrade guide)
- CRM ROI quiz. (Measuring ROI for CRM)
Use the resources in this section to determine if now is the best time to update CRM in your organization. Learn how to complete a CRM audit to evaluate how well your current CRM software is meeting the needs of the business. Also read product-specific news and expert advice to help you decide if the time is right for a Siebel upgrade, a PeopleSoft upgrade or an SAP CRM upgrade.
In this section, learn how to prepare a business case for an upgrade of your CRM software. Find expert advice on how to get the executive team behind the upgrade. Discover how planning and preparation can help ensure return on investment for the upgrade. Read case studies of companies that were successful with CRM upgrades and learn how to be sucessful with your own upgrade.
Once you've decided to upgrade and gotten executive approval to move forward, there's still a lot of work that must be done to prepare end users for the upgrade process. This section includes advice for change management following an upgrade. Also learn how to evaluate if you'll need consulting help, how to choose a consultant and best practices for working with a consultant.
Experts provide valuable advice on upgrades for Siebel, SAP and on-demand CRM in this section. Gather tips and best practices to put your best foot forward when the time comes to upgrade. Also, learn how to ensure that your organization gets the support they need following the upgrade. You'll find advice on getting support for PeopleSoft, Siebel and SAP CRM.