In this chapter
Set the Direction
Implementation Strategies for CRM Projects
Handling Changes and Continuous Improvement
The Validation and Verification Processes
Use Case Corner
Summary
Chapters 5, “Setting up Microsoft CRM” and 11, “Configuring Microsoft CRM” cover installing Microsoft CRM software specifically, whereas this chapter continues the discussion from Chapter 16, “Managing Your Service Vendors” about dealing with vendors of software and services that you might need for your CRM project. It includes methods for managing the installation and maintenance of vendor software, handling changes, and test and validation procedures. These techniques apply to both Microsoft CRM and other vendor software and services. They also apply to overall testing for Microsoft CRM, fitting it into your environment, linking it with your back office and existing online systems.