Cut Your CRM Project Costs by Half

Let’s face it – CRM projects have a notorious reputation for going over budget. Why?

If you want to slash your CRM project costs - maybe save up to half of the potential budget, you want to avoid costly traps like:

• Poorly structured budgets disconnected from project scope.
• Weak change management and lack of education and training – which are not the same thing!
• Rushed or inadequate design processes.
• Last-minute changes that snowball into expensive problems.

But the biggest culprit? WASTE.

Waste of time, talent, and resources.

One of the biggest time wasters is repeating the same information dozens of times - usually because people fail to organise their time to come together, either in person or virtually.

Another time waster is omitting training - so peoople do not have the foundational knowledge and therefore take longer to understand facets of the project.

And the good news? With the right approach, you can eliminate these inefficiencies and save up to 50% on your CRM project costs.

The Secret to Cutting CRM Costs: Reducing Waste

In the Planning Phase

Most businesses rely on commercial off-the-shelf (COTS) CRM solutions, which is very sensible as you are unlikely to be able to build a solution that meets your needs as cheaply and effectly.  But but here’s the catch – if you don’t align your business needs with the system’s capabilities upfront, you’ll end up wasting time and money retrofitting a product that doesn’t fit.

Think of it like ordering a small chocolate birthday cake and trying to turn it into a vanilla wedding cake for 200 people – an impossible (and expensive) challenge.

Solution: Invest in a thorough planning phase.

Understand your business needs and match them to the right CRM solution from the start. Skipping this step to save time? That’s where the real budget blowouts begin.

In the Execution Phase

The execution phase is where budgets can really spiral out of control – whether due to scope creep, poor testing, or ineffective processes.

Fix problems early, rigorously test against initial requirements, and avoid experimenting with unnecessary features mid-project. Just like it’s easier to correct a missing door on a house plan than after construction, the same principle applies here.

Your Focus for a Cost-Saving CRM Project

• To stay on budget and get the cutting-edge CRM your business deserves:
• Prioritise training: Your team needs the right skills and experience to implement a state-of-the-art CRM.
• Plan smarter: Invest in planning, design, and testing.

These phases are where you’ll save the most by addressing potential issues before they escalate.

Ready to Cut Costs and Maximise Value from your CRM?

At Opsis, we specialise in helping businesses like yours implement CRM solutions that deliver results without breaking the bank. With our expertise, you’ll eliminate waste, streamline your project, and get the CRM your business needs – on time and within budget.
📩 Contact us today to schedule a free chat and start saving!