Question Clearly sourced

Expert knowledge for digital decisions

How long does a CRM implementation take?

Short answer

Technology is rarely the limiting factor. A standard system can be set up in a few weeks, while a custom solution may take several months depending on its scope. Two other factors are crucial for the duration: the cleanliness of the legacy data and how quickly decisions are made within the company.

What Really Determines the Duration

Data Quality. A well-maintained dataset can be migrated in days. Fifteen years of accumulated Excel spreadsheets with duplicates and inconsistent spellings can take weeks – and this work cannot be done by anyone else because only you know which dataset is correct.

Decision-Making Processes. If every inquiry waits a week for a response, the project duration doubles, regardless of the technology.

Scope of Interfaces. Each connection to an external system brings its own coordination, test data, and error cases.

A Sensible Approach

Not everything at once. The following approach has proven effective:

  1. Contacts, companies, and tasks – the core that is worked with daily
  2. Sales process with status and evaluation
  3. Interfaces to accounting and email
  4. Automations as soon as the process is stable in daily operations

After the first step, the team is already working in the system. This is more valuable than having a complete system after nine months.

What Saves Time

A dedicated contact person with decision-making authority, early identification of test users from daily operations, and the willingness to leave out old data instead of trying to include everything.

Key facts

Biggest Time Consumer
Cleaning up legacy data
Second Biggest
Slow decision-making processes

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