What are the change management processes and methods that are appropriate to CRM? They are not exactly as you think and have some very specific features not necessary in other programs. This chapter will showcase that.

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What Should Be Included and Why?

 (Joel Lindstrom)  We have seen good success with setting up a CRM advisory panel at the company that is driven by them to manage the change management process.  We assist them, but we have them drive it.  This is a great way to increase user adoption.

 

It is also critical that they have a test/dev environment to test changes in the application before rolling out to production.  This test environment should have a copy of your production environment so you can see what your changes will look like "real world" before affecting your production environment.

 

This is also where a multi-tenancy/multi-org CRM platform can help minimize your costs of maintaining a test environment, as you can set up multiple environments on one CRM server.

 

 

 

 

 

 

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