Helping With CRM Implementation and Integration
By implementing and recalibrating the target operating model through continuous inputs from end users and CRM technology vendors, as the business context and assumptions evolve.
Problems Companies Face
When They Need Help With CRM Implementation and Integration
Companies often turn to ElevatIQ after struggling with failed CRM initiatives, delayed and overbudget implementations, or low user and stakeholder engagement. They also face uncertainty about expected outcomes and often get stuck in technical issues without progress. As these challenges grow, businesses seek ElevatIQ’s expertise to regain momentum, improve CRM success, and drive real business value.
Fear of Failing CRM Initiatives
The CRM implementation is not progressing as well as per the expectations. The implementation is full of surprises that were not originally anticipated. Companies seek help from ElevatIQ when they lack subject matter expertise or a proven framework for their CRM initiatives.
Limited Confidence On Whether the Technical Efforts Would Deliver on the Target State
Users may be excited about the potential, but often lack confidence that the target state will deliver the promised results. Companies engage ElevatIQ when they're unsure whether their technical efforts will translate into real business outcomes.
Worried About Delayed and Overbudget Implementation
Internal teams often lack the subject matter expertise and confidence needed to drive these initiatives successfully. Concerns about delays and budget overruns are common. Companies turn to ElevatIQ when they need to mitigate these risks and ensure a successful CRM implementation.
Feels Like Spinning Wheels on Technical Issues
Teams often get bogged down in technical issues, unsure how their efforts connect to the target state or promised business outcomes. Companies turn to ElevatIQ when they feel like they’re spinning their wheels without meaningful progress.
Fear of Limited Engagement from Key Users and Stakeholders
Users may understand the effort required to make these initiatives successful, but often lack clarity or conviction about the impact of their own decisions. Companies turn to ElevatIQ when there’s a risk of limited engagement from key users and stakeholders.
Continuously Misaligned Expectations Across Departments
Teams often face competing priorities or conflicting interpretations of the target state. Companies turn to ElevatIQ when there’s a lack of alignment and consensus across stakeholders.
Want to learn more about why independent advisors have a higher success rate with CRM initiatives?
Our Case Studies for
CRM Implementation and Integration
ECommerce Supply Chain Transformation With ERP Selection
Download the eCommerce Supply Chain transformation case study and learn how LockNLube transformed its inventory and supply chain challenges by consolidating over 20 systems. As well as by creating business, process, information, and system architecture as they prepare for the next phase of their growth.
Omnichannel eCommerce Customer Experience Transformation
Download the omnichannel eCommerce customer experience case study and learn how fashion retailer AKIRA built a digital roadmap and managed stakeholder expectations to transform its processes and systems to explore newer business models such as buy-online-pickup-in-store and curbside pickup.
ERP Implementation Failure Recovery
Download the ERP implementation failure recovery failure case study and learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.
Our Methodology
for CRM Implementation and Integration
The process starts with data collection, then moves to analysis and creation of a tailored questionnaire and RAID logs. Next, ElevatIQ uses an iterative approach with interviews, process walkthroughs, and training sessions. Consensus-building workshops help align all stakeholders. This leads to a detailed implementation plan with clear roles, responsibilities, and a communication framework. Each step ensures transparency, stakeholder buy-in, and project success.
1 Data Collection
This phase focuses on data collection and secondary research to form an initial hypothesis, which is then reviewed and refined through discussion. The output of this phase would be RAID logs and questionnaires.
3 Implementation Plan Execution and Change Management
This phase centers on close collaboration with CRM technology vendors and end users to evolve the target state and recalibrate the target operating model. It emphasizes building stakeholder consensus and addressing resistance before incorporating changes into the implementation plan. Once integrated, user stories, test scripts, release schedules, and cutover plans are continuously updated to reflect the evolving strategy.
5 Hypercare and Post-Go-Live Change Control
This phase implements a controlled change management process to prevent short-term fixes from undermining the target operating model, safeguarding long-term maintainability, sustainability, and adoption.
2Implementation Plan Development and Review
This phase focuses on reviewing the existing implementation plan or creating a new one, including RACI models – assessing the feasibility of user stories, testing criteria, and business process complexity. It also evaluates how these elements impact the target state, along with any identified assumptions and risks.
4Go-live Support and Change Readiness
This phase ensures go-live readiness by closely collaborating with users and CRM technology vendors to resolve last-minute concerns and validate the system's stability and functionality before launch.
Ready to learn how we can help With CRM Implementation and Integration?
Our other
CRM, Cx, and eCommerce Services
ElevatIQ’s CRM, CX, and eCommerce services support the full transformation journey—from strategy to execution. As a CRM consultant, ElevatIQ offers digital CX strategy roadmaps, CRM consolidation, procurement, implementation, and change management. The firm also handles CRM optimization and project recovery. On the eCommerce side, services include business model transformation, headless commerce strategy, and platform replatforming. ElevatIQ also helps recover and optimize stalled or underperforming eCommerce initiatives.
Customer Experience Digital Strategy Roadmap
This offering helps with CRM, Cx, or eCommerce strategy, whether you need help defining customer journeys to improve the effectiveness of your sales and marketing channels or you need a comprehensive strategy for your front-end operating model.
CRM Optimization and Project Recoveries
This service helps recover derailed CRM or eCommerce projects by reassessing the target operating model, analyzing the current implementation plan in depth, and realigning stakeholder expectations to optimize workflows and prevent further investment in technical and process backlogs.
Experience Design and Cx Transformation
This service helps design the customer experience regardless of touch points. It takes a comprehensive approach to experience design by defining the overall vision for customer experience, identifying the right KPIs. And then implementing the tactical strategies to improve Cx whether UX needs to be improved of different apps or much deeper transformation is required.
CRM Consolidation and Selection
This offering supports companies facing fragmented CRM processes and systems, helping them uncover meaningful insights to power sales and marketing workflows. It includes developing a target operating model, defining migration plans from current workflows and datasets, managing a thorough and collaborative procurement process, and reviewing contracts and licensing terms.
Digital Commerce Business Model Transformation
This service helps eCommerce brands enable business models such as D2C, buy-online-pickup in-store, buy-online-return-in-store, or subscription-based business models.
eCommerce Platform Selection and Re-platforming
These services help identify the suitable eCommerce systems for your enterprise architecture. These services also help uncover technical and financial risks deeply embedded in your contracts, and manage change for your organization.
Headless Commerce Strategy and Architecture
This service helps eCommerce brands with headless architecture enablement whether you need a custom headless solution or integration with monolithic platforms such as SAP Hybris and Oracle ATG. Or utilizing a newer breed of headless platforms such as commercetools, Spryker, or VTEX.
E-commerce Implementation and Integration
This service helps with the implementation of an eCommerce platform whether you need help with one of the SMB platforms such as Shopify, BigCommerce, or Magento. This service also helps with the integration whether you need to connect your eCommerce platform with ERP, CRM, or customer data platform.
