CRM Implementation Plan

A Guide with Steps, Project Roles, Costs and a Sample Tech Stack

Since 2008, ScienceSoft implements CRM solutions and helps businesses achieve excellence in customer relationship management.

CRM Implementation Plan - ScienceSoft
CRM Implementation Plan - ScienceSoft

CRM Implementation: Highlights

CRM implementation allows you to collect customer data from all touchpoints and have this data at hand for in-person and digital customer communication. Besides proper management of customer data, CRM brings time-saving automation of daily works, and intelligent forecasting capabilities.

Our CRM implementation guide will be useful for any company that wants to take a tried-and-true track and be prepared for all decisions it will need to make. Let’s start with the highlights, where we summed up the key thoughts.

  • CRM implementation steps: discovery, conceptualization, platform selection, project planning, development, data import, launch and user training.
  • Required team roles: business analyst/consultant, CRM developer, testing engineer, project manager.
  • Costs: between $15,000 (for 10+ employees) and $250,000 (for 1,000+ employees).
  • Implementation models: in-house CRM development, your team augmentation with third-party talents and full outsourcing.
  • How ScienceSoft can help you: CRM consulting and end-to-end CRM development.
  • Benefits of CRM implementation with ScienceSoft: vast expertise, flexible development pace, guaranteed customer data security, transparent communication.

Industries with Unique CRM Requirements

CRM functions may differ a lot, and our industry-specific tutorials will help you plan your CRM system.


Learn what services you can provide to patients with the help of a CRM.

About healthcare CRM


Be aware of protective mechanisms for customers’ financial data.

About banking CRM

Omnichannel retail

Leverage digital and non-digital customer data to get a holistic customer view.

About retail CRM


Tune your CRM for B2C and B2B customers differently.

About ecommerce CRM


Find out how CRM can help you plan production load accurately.

About manufacturing CRM


Make sure your CRM can process your customers’ accounting data.

About accounting CRM

CRM Implementation Plan

Commonly, we break a CRM project into 7 steps. All of them are necessary to get a functioning and effective CRM.


2-3 weeks

Now, you are at a starting point with a general assumption that a CRM will help you manage customer relationships and maybe a general idea of CRM functions you want to have. Our goal is to study your business processes very attentively to understand the problems a CRM must solve. Our action plan for this stage is:

  • To collect maximum information on your current situation: interview the team, study process guidelines, look at the KPIs.
  • To elicit key efficiency gaps, such as time wastes, error-prone actions and error consequences, inability to perform certain actions due to the lack of tools.
  • To think beyond possible problems and also outline promising opportunities a CRM can create (e.g., describe all marketing channels if you envision a marketing module in your CRM).

At the discovery stage, we find it really important to engage not only stakeholders from the C-suite, but employees who actually perform the processes we aim to improve. Thus, we understand their work routine and perceive their prevailing emotions to work. If we sense boredom, irritation, frustration, we dig deeper into the reasons and consider if process automation enabled by a CRM can be a solution.

CRM Consultant at ScienceSoft


2-3 weeks

We summarize all the findings from the discovery stage and plan functional and non-functional requirements for your CRM. As a result, we have a full specification to hand in to CRM developers.

A high-level checklist of functional CRM requirements:

  • Lead generation, qualification and distribution
  • Sales pipeline management
  • Quote and proposal management
  • Customer data aggregation and segmentation
  • Customer service
  • Customer self-service
  • Field service
  • Customer loyalty management
  • Marketing campaign management
  • Knowledge management
  • Document management
  • Business intelligence and reporting

A checklist of non-functional CRM requirements:

  • Security and confidentiality of customer data, access security
  • Usability
  • Performance
  • Portability (the need for mobile CRM apps)
  • Localization (to different languages, currencies)
  • Frequency of data synchronization
  • Scalability

Requirements may come into conflicts, which we split into two groups: conflicts of interest (when interests of different stakeholders or teams clash) and conflicts of technical capacity (when interests of stakeholders or teams are technically unfeasible). It is important to detect and resolve all conflicts at the stage of CRM conceptualization to ensure untroubled CRM performance and usability.

CRM Consultant at ScienceSoft

Platform selection

Up to 1 week

Trying to apply your requirements to all market-available CRM platforms is arduous. To optimize the effort, we narrow down the initial list to 4-5 CRM platforms we know and use, and compare them by the following criteria:

  • Functional scope.
  • Customization flexibility.
  • Ease of use.
  • License cost.
  • Deployment options.
  • Security.

If the requirements are too narrowly specific and neither CRM platform proves fitting, we check the feasibility of custom CRM development. It may sound like a big deal, but custom development often turns out more cost- and time-effective than re-engineering an unfitting platform.

CRM Consultant at ScienceSoft

Project planning

This is an organizational stage when we:

  • Assess the cost and duration of CRM implementation.
  • Assemble a development team.
  • Plan a project roadmap.
  • Agree on communication and reporting schedules.



From 1 month

At this stage, we tune a default CRM platform according to the functional specification created earlier. The scope of work covers:

  • Setting up security roles and permissions.
  • Configuring languages, entities, fields and layouts.
  • Creating custom entities and forms.
  • Setting up custom business logic and workflows.
  • Implementing a data storage solution.
  • Integrating a CRM with data storage and other corporate systems and tools for data exchange.
  • Testing the functionality, performance, usability and security of the system.

If we are to deliver a custom CRM, we create all functional modules from scratch and perform all the necessary integration and testing activities.



Data import

2-3 weeks

When your CRM is ready, you need to upload historical customer data there.

How ScienceSoft approaches data import: We start with the inventory of all systems where customer data is stored now, extract it and aggregate in a single environment. Then we bring the data to a unified view, de-duplicate it and launch the import.



User training

About 1 week

User training can be provided in different formats:

  • On-site sessions.
  • Live presentations with Q&A sections.
  • Training materials for self-learning.

Best practice: We always offer to complement the theory with training tasks to add an element of hands-on practice to the training.



Is CRM Implementation Easier with a Competent Partner?

Sure! If you team up with ScienceSoft, you won’t have to drive and control the progress of your project. We work as a self-managed team but maintain full transparency about a project plan, the status of the tasks, possible risks and challenges.

Since 2008, ScienceSoft provides consulting and development services for companies that want to implement a CRM.

CRM consulting

Our CRM consultants are engaged during discovery, conceptualization and platform selection stages – they uncover problems and opportunities in your customer relationship management practices and fully plan CRM software to improve them.


End-to-end CRM development

We cover the whole life cycle of CRM implementation both for platform-based and custom CRM solutions.


About ScienceSoft: Our Experience and Achievements

  • 33 years in IT.
  • 700+ IT experts on board.
  • 7 offices and development centers in 3 strategic regions: the US, Europe and the Middle East.
  • 3,300+ success stories.
  • Experience in designing and implementing all kinds of software for customer relationship management: all-around CRM systems, loyalty management modules, AdTech and MarTech software, contact center software.
  • We are partners with many technology leaders, including Microsoft and Salesforce.
  • For the second straight year, ScienceSoft USA Corporation is listed among The Americas’ Fastest-Growing Companies by the Financial Times.

One of our clients whom we helped with CRM implementation says:

AITC, and me personally, has worked with ScienceSoft on both product development and consulting engagements with a focus on mobile and CRM. We have experienced great cooperation from management in both departments, quick understanding of requirements, deep technical skills from assigned resources, and the company's commitment to time, price, and quality.

Knut Vonheim, Client Partner

Success stories of CRM implementation by ScienceSoft

CRM for a Multinational Welding Equipment Provider

CRM for a Multinational Welding Equipment Provider

ScienceSoft elicited major business requirements and performed custom development to improve the company’s CRM processes. Namely, we facilitated a quote generation process, created custom reports on revenues and expenses, and localized a CRM for international business units.

Healthcare CRM for a Medical and Research Center

Healthcare CRM for a Medical and Research Center

ScienceSoft created a CRM that tracks appointment status, sends automated notifications to patients and physicians in case of changes, and triggers post-appointment surveys.

Banking CRM Used by 7,000 Employees

Banking CRM Used by 7,000 Employees

ScienceSoft enabled effective customer base management for 7 million of the bank’s clients, automated sales activity planning and introduced advanced reporting.

Assembling a Team for CRM Implementation

The backbone of your team

Business analyst / CRM consultant

Plays a key role at the discovery stage: studies the processes, conducts interviews, defines the goals, documents business, functional and non-functional requirements. Also stays involved throughout the project, helps developers interpret the requirements correctly and deals with changes in a company’s CRM strategy, if any.

Project manager

Assigns tasks and controls the project pace to meet deadlines. Coordinates communication between stakeholders and the project team. Detects and mitigates risks timely. Prepares regular reporting.

CRM developer

Builds a CRM described in a functional specification by configuring and customizing a CRM platform. In case of custom CRM development, codes CRM functional modules from scratch. Integrates a CRM into a corporate infrastructure.

Testing engineer

Vets the compliance of a created CRM with a functional specification. Also, tests CRM performance to ensure the source data is synchronized correctly and according to the agreed schedule.

Extra roles for custom CRM development

CRM architect

Plans functional modules of a custom CRM and connects them into a coherent system.

UX designer

Studies the functions a CRM will support and sketches user interface screens to ensure maximum usability.

UI designer

Creates CRM aesthetics: fonts, colors, and page elements (like drop-down lists or tables).

Do You Need the Whole Team In-House?

You may have as much flexibility in outsourcing your CRM implementation as you need. Take a look at our comparison chart and see that in-house development is even not the most favorable sourcing model.

ScienceSoft Adds Even More Benefits to Outsourcing Model

Breadth of expertise

With a team of 700+ IT experts, we can fully staff an end-to-end CRM project.

Guaranteed data security

Our data security management system meets the international standards of ISO 27001.

Flexible development pace

We are ready to start with an MVP and evolve your CRM incrementally while you already use it for your process automation.

Transparent communication

You don’t get cut off from the project – we set up plans together and keep you updated on the project progress. However, you can fully trust the organization and control of daily work to our project managers.

Best CRM Platforms and Other Programming Techs You Will Need


Microsoft Dynamics 365


14 years





A certified Microsoft partner, ScienceSoft creates CRM and ERP solutions powered by Dynamics 365 and optimizes most effectively a range of business operations.

Find out more



ScienceSoft achieves at least 20% increase in sales and 30% improvement in case resolution with well-thought-out and business-tailored Salesforce solutions.

Find out more

Custom development: back end

Microsoft .NET


19 years





Our .NET developers can build sustainable and high-performing apps up to 2x faster due to outstanding .NET proficiency and high productivity.

Find out more


25 years





ScienceSoft's Java developers build secure, resilient and efficient cloud-native and cloud-only software of any complexity and successfully modernize legacy software solutions.

Find out more


16 years





ScienceSoft's PHP developers helped to build Viber. Their recent projects: an IoT fleet management solution used by 2,000+ corporate clients and an award-winning remote patient monitoring solution.

Find out more


10 years





ScienceSoft's Python developers and data scientists excel at building general-purpose Python apps, big data and IoT platforms, AI and ML-based apps, and BI solutions.

Find out more


4 years

ScienceSoft's developers use Go to build robust cloud-native, microservices-based applications that leverage advanced techs — IoT, big data, AI, ML, blockchain.

Find out more


10 years



ScienceSoft delivers cloud-native, real-time web and mobile apps, web servers, and custom APIs ~1.5–2x faster than other software developers.

Find out more

Custom development: front end



21 years





ScienceSoft uses JavaScript’s versatile ecosystem of frameworks to create dynamic and interactive user experience in web and mobile apps.

Find out more
React JS



ScienceSoft achieves 20–50% faster React development and 50–90% fewer front-end performance issues due to smart implementation of reusable components and strict adherence to coding best practices.

Find out more
Angular JS


13 years



ScienceSoft leverages code reusability Angular is notable for to create large-scale apps. We chose Angular for a banking app with 3M+ users.

Find out more

By using a lightweight Vue framework, ScienceSoft creates high-performant apps with real-time rendering.


When working with Ember.js, ScienceSoft creates reusable components to speed up development and avoid code redundancy.


ScienceSoft uses Meteor for rapid full-stack development of web, mobile and desktop apps.

CRM Implementation Cost

The cost of CRM implementation ranges as wide as $15,000 – $250,000. Here is a scale of costs from ScienceSoft’s projects.

About ScienceSoft

ScienceSoft is an IT consulting and software development company headquartered in McKinney, Texas. Since 2008, ScienceSoft provides CRM services and helps businesses make the best use of their customer assets to earn customer trust and loyalty.