A CRM project is like a demanding garden: for your digital venture to grow and flourish, it requires more than just fertile soil (the strategy); it needs an experienced hand to maintain order within the digital ecosystem using the right tools and methods.
Without consistent care, there is a risk of uncontrolled growth—the project loses focus, budgets spiral, and objectives drift out of reach. We support you as the experienced 'gardeners' of your CRM project, ensuring your vision gains a solid structure and bears fruit. This module forms the operational backbone of our holistic CRM Implementation.
Professional CRM project management is the strategic steering of resources, timelines, and budgets at the interface between business strategy and IT implementation. It serves as a shield against scope creep and ensures that the technological configuration strictly follows the business requirements. Independent project management minimises risks, secures the quality of implementation partners, and maximises the return on investment (ROI).
Precise Pruning Instead of Uncontrolled Growth: we pursue your project goals consistently and pay strict attention to adherence to the agreed budget. In doing so, the requirements catalogue created during the CRM Software Selection serves as our binding blueprint, ensuring that no valuable energy is wasted on unnecessary detours. In collaboration with external implementation partners, we act as your shield: we ensure that service providers follow the established project objectives rather than prioritising their own interests.
Much like a gardener shaping a bush, we identify undesirable developments early on and make the necessary corrections before the project becomes "overgrown".
Agile, Classic, or Hybrid – The Right Tool for Every Plant: every company and every project has its own unique dynamic. Therefore, we manage your CRM project using agile, classic, or hybrid methods—depending on what is best suited for your specific "garden".
We provide the methodical security and subject-specific CRM know-how required to maintain a clear overview, even in complex, multi-year undertakings, guaranteeing a precision landing at the finish line.
A Healthy Climate for All Involved: a project only thrives when everyone—from the end-user to the management board—is involved. Our cooperative stakeholder management ensures a healthy working climate. We communicate at eye level with all parties, remove resistance, and promote acceptance of the new solution.
Through our confident presence and neutral position, we mediate between the interests of the departments, IT, and external partners.
Your Insurance for a Successful Project: if your internal resources are tied up elsewhere or you require a neutral instance for steering, an external project manager is the safest choice. We provide the composure and experience necessary to master critical phases.
Place the management of your CRM project in our experienced hands and gain the security that your investment is sustainably protected and your digital garden flourishes in the long term.
Internal project leads are often tied up in daily operations. An independent consultant offers an objective perspective without operational blindness. KL-CRM-Consulting acts as a loyal advocate, representing your interests against service providers. Professional CRM project management identifies deviations early and intervenes before timelines or budgets are jeopardised. This keeps your focus entirely on business success and efficient implementation.
New requests often emerge during implementation (scope creep). We help separate the essential from the unnecessary. In CRM project management, we de-scope nice-to-have features that drain the budget without providing real business value. KL-CRM-Consulting ensures the system remains lean, maintainable, and focused, preventing core project goals from being diluted by unnecessary technological baggage or excessive complexity.
Choosing between agile, classic, or hybrid depends on your corporate culture. While agile methods offer flexibility, classic models allow for more precise budget control. KL-CRM-Consulting selects the methodology for your CRM project management that best meets your specific requirements. We combine the best of both worlds to ensure maximum efficiency with full transparency regarding progress, milestones, and costs.
We protect your investment through tight controlling and critical validation of service provider efforts. KL-CRM-Consulting immediately recognises when implementation partners build unnecessary complexity. Through proactive CRM project management, we intervene to keep costs within the agreed framework. We act as your financial conscience, ensuring every hour invested contributes directly to your measurable project success and long-term ROI.
A CRM project is a cultural shift. KL-CRM-Consulting translates between management, sales, and IT. We moderate differing expectations, ensuring management receives valid KPIs while end users get a solution that truly simplifies their daily work. For us, successful CRM project management means motivating everyone involved and ensuring the new system is embraced and lived by the entire workforce.
We rely on glass-box reporting for maximum transparency. As your external steering partner, KL-CRM-Consulting provides regular status reports that proactively name risks rather than just ticking off milestones. Our CRM project management prepares decision templates so you maintain full control over progress and budget usage at all times. This enables well-founded decisions based on reliable data.
Quality arises from consistent monitoring of functional and technical requirements. KL-CRM-Consulting checks service providers' results against the original specifications. We ensure configurations are cleanly documented and tests are thoroughly conducted. Professional CRM project management thus prevents technical debt and ensures the system remains stable and scalable. This protects your investment from expensive, retrospective corrections and technical issues.
Once the foundation is set and the structure is secured, the scaling phase follows: Learn how we safeguard your success through a strategic CRM Rollout on a national or international scale.