Step 8 : Don’t forget your legacy systems

Given the all-embracing nature of customer management, linking disparate IT systems becomes a priority.

Integrating different systems can be a challenge. Taking parts of systems to make a fully functional solution can be done by employing CRM. The answer lies in selecting software that is flexible and fairly future-proof.

When scoping ensure you have considered your other systems. How you want CRM to communicate with them – if it all.

Get information about the legacy systems.

What are they managing?

Are they business critical?

Are they being used?

Will the information be more usable in CRM? Why?

Information is what drives business, but it comes from many different sources.

Do take the time to review your systems and how you want them to operate.