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CRM Post Go-Live Stabilization

Velcom ERP > CRM Post Go-Live Stabilization

CRM Post Go-Live Stabilization

Overview & Objectives

CRM stabilization focuses on ensuring that sales, service, and marketing processes run seamlessly once live. The goal is to achieve data reliability, user adoption, and cross-system synchronization that support customer-centric operations.

  • Establish a centralized incident queue for campaign, lead, and order issues.
  • Validate API and integration health between CRM, ERP, and external tools.
  • Review workflows, approval hierarchies, and email automation logic.
  • Align master data such as customers, contacts, and pricing with upstream systems.
  • Conduct adoption workshops and monitor utilization through dashboards.
  • Clean master data eliminating duplicates.
  • Reduced lead leakage and faster quote-to-order cycle.
  • Enhanced visibility for pipeline forecasting.
  • Consistent brand experience through unified customer touchpoints.
  • Monthly review of CRM KPIs – conversion rate, case resolution time, and campaign ROI – ensures that CRM remains a living system aligned to evolving business goals.
  • Lessons learned feed into future release planning.
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