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, a custom solution requires several months depending on the scope. Two other factors determine the duration: how clean the legacy data is and how quickly decisions are made within the company.

What really determines the duration

Data quality. A well-maintained database can be migrated in days. Fifteen years of Excel lists grown with duplicates and inconsistent spellings can take weeks – and this work cannot be delegated to 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 used.

Scope of interfaces. Each connection to a third-party system brings its own alignment, test data and error scenarios.

A sensible scope

Not everything at once. Proven approach:

  1. Contacts, companies and tasks – the core used daily
  2. Sales process with status and reporting
  3. Interfaces to accounting and email
  4. Automations once the workflow is stable in daily operations

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

What saves time

A fixed contact person with decision-making authority, test users identified early from daily operations, and willingness to leave old data behind rather than taking everything along.

Key facts

Biggest time sink
Cleaning up old data
Second biggest
Slow decision-making processes

Sources

All external claims are backed by traceable sources.
  1. 01
    Ouhud CRM Ouhud GmbH

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