Bringing Derailed CRM Projects Back on Track
By retooling the target operating model, realigning vendor and stakeholder expectations, and building consensus on a realistic outcome – without financial and technical risks.
Problems Companies Face
When They Need Help With CRM Project Recoveries
When CRM efforts stall, companies often turn to ElevatIQ for help. Many face failed CRM initiatives and missed deadlines. Others struggle with over-budget implementations or low user and stakeholder engagement. Some lose confidence in expected results. Many get stuck in technical issues without real progress. ElevatIQ helps overcome these CRM challenges with proven strategies and expert support.
Derailed CRM Initiatives
The CRM implementation is not progressing as well – as per the expectations. The implementation is full of unanticipated surprises. Seek help from ElevatIQ if you lack subject matter expertise or a proven framework for your CRM initiatives.
Limited Confidence On Whether the Technical Efforts Would Deliver on the Target State
Users may be excited about the potential, but are lacking confidence that the target state will deliver the promised results. Engage ElevatIQ if they're unsure whether their technical efforts will translate into real business outcomes.
Delayed and Overbudget CRM Implementation
Internal teams lack the subject matter expertise and confidence needed to drive these initiatives successfully? Concerns exist about delays and budget overruns? Turn to ElevatIQ if they need to mitigate these risks and ensure a successful implementation.
Spinning Wheels on Technical Issues
Are teams bogged down in technical issues, unsure how their efforts connect to the target state or promised business outcomes? Turn to ElevatIQ if they feel like they’re spinning their wheels without meaningful progress.
Limited Engagement from Key Users and Stakeholders
Are users lacking clarity or conviction about the impact of their own decisions? Turn to ElevatIQ if there’s a risk of limited engagement from key users and stakeholders.
Continuously Misaligned Expectations Across Departments
Are teams facing competing priorities or conflicting interpretations of the target state? Turn to ElevatIQ if 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 Project Recoveries and Optimization
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 Project Recoveries and Optimization
To kick off, the process starts with data collection and analysis. Next comes a tailored questionnaire and RAID logs. ElevatIQ then uses an iterative approach with interviews, walkthroughs, training, and workshops. These steps drive alignment and clarity. A correction plan is created with clear roles and responsibilities. A communication framework is also defined to engage all stakeholders. This structured method ensures CRM success and smooth project execution.
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 Revised 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 Cx 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 Realignment and Review
This phase focuses on reviewing the existing implementation plan, 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 Project Recoveries and Optimization?
Our Other
CRM, Cx, and eCommerce Services
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.
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.
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.
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.
CRM Implementation and Integration
Whether companies have already followed a structured CRM selection process or chosen a preferred CRM system, this service helps design and execute a tailored target operating model aligned with that specific platform and ecosystem. It involves close collaboration with technical vendors and end users to continuously recalibrate the model as business context shifts and assumptions evolve.
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.
