CRM, CRM Tools Blog TeamFebruary 1, 2022

What Is CRM Project Management?

Rate this post
What Is CRM Project Management?

In this section, we will explore more about the question “ What is CRM Project Management?” Continue reading to know more about the topic.

What Is CRM Project Management?

CRM project management is a method of managing a CRM project in a planned and controlled way. It helps in managing the risks and issues associated with the CRM implementation project.

CRM  book - Trending now in CRM tech

In the process of project management, there are two main aspects – planning and controlling. The planning part involves planning the activities, cost, resources, and risks to be handled during the project. The controlling part involves monitoring, measuring, and correcting the performance of the project after it has been completed.

The CRM project is best managed by using all these techniques and tools to control the potential risks and issues such as other projects, resource availability, missed deadlines, etc.

How Is CRM Project Management Different From Other Types of Project Management?

CRM project management is different from other types of project management because the project team is not just adding another project to the existing portfolio. Instead, it involves the overall process of implementing a new system, which is related to all aspects of the business. The success or failure of a CRM implementation project will have a direct impact on the revenue and productivity of the organization.

Therefore, CRM project management involves more than just planning a project and controlling it to ensure that it meets its goals. It also requires making sure that there is a smooth transition from the old system to the new one and that all users are comfortable with it. The entire process usually takes about two years for a large enterprise.

The other types of projects that are usually considered when implementing CRM include customer service optimization, sales force automation, business intelligence, and marketing automation. However, these can be handled separately without adding any additional effort to the main CRM project.

Why Is It Necessary?

The main benefit of CRM project management is to ensure that the CRM implementation project is successful and does not result in any disruption to the business. The project team manages the risks associated with the process by planning, managing, and controlling the project. Therefore, it is always necessary to manage the CRM implementation project with a rigorous process.

In addition, this process helps to avoid the common issues that result from a poorly managed project. It ensures that all the stakeholders are involved in the decision-making process and provides an opportunity to get their feedback at regular intervals.

The other benefits of CRM project management include:

  • Helps to track the progress of the project and keep all the stakeholders informed about it.
  • Assists in identifying and resolving issues early during the project.
  • Helps to prevent any mistakes that can affect the success of the project.
  • Helps to avoid delays that may result in additional costs or reduce efficiency.


In conclusion, it can be said that CRM project management is an essential process for ensuring the success of the CRM implementation project. It helps the project team to plan and manage the project in a better way. This was resulting in a smoother transition from the old system to the new one. The entire process takes about two years and involves more than just planning and controlling the project.