#5 Solution design. Develop the technical specifications required to build the outsourced solution.
#6 Development/Integration. Build and integrate the solution.
#7 Test. Conduct user-acceptance testing and system testing to ensure the system performs as designed.
#8 Training and deployment. Conduct thorough user training and distribute written documentation to support new-user orientation and to provide a first line of service support.
Outsourced CRM solutions can provide extensive and long-term benefits to marketers. The secret to success is aggressive adherence to a well-thought-out plan.
Brad Connard is executive vice president of client relations for Quaero. He can be reached at email@example.com.