Critical success factors in implementing a CRM solution: a case study

CRM systems have played a pivotal role in driving economic development as businesses transition from transaction-based models to economies centred on customer relationships. Organisations have shifted their focus from product-centric philosophies to customer-centric strategies, recognising that understanding and anticipating both current and future customer needs is essential for long-term success. To meet customer expectations, businesses must continually innovate to deliver value and differentiate themselves in competitive markets. Customer relationship management (CRM) tools are designed to address this customer-focused paradigm, enabling organisations to enhance their strategies for engagement and satisfaction. This study examines critical success factors (CSFs) for implementing CRM systems within the technology sector, alongside criteria to assess implementation success. Employing a qualitative methodology supported by MaxQDA software, semi-structured interviews were conducted to gather insights. The findings underscore the importance of top management involvement, clearly defined objectives, effective change management, and incorporating end-user feedback as the most critical factors for achieving a successful CRM system implementation.

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Publication Details

Journal
International Journal of Electronic Customer Relationship Management
Published
2025-01-01
DOI
https://doi.org/10.1504/ijecrm.2025.145715
Primary Topic
Customer Service Quality and Loyalty
Type
article
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article

Critical success factors in implementing a CRM solution: a case study

o N.A., Mário Rom�ã, Jorge Gomes, Carlos Pissarra
International Journal of Electronic Customer Relationship Management
Customer Service Quality and Loyalty
article

Critical success factors in implementing a CRM solution: a case study

o N.A., Mário Rom�ã, Jorge Gomes, Carlos Pissarra
article en

Abstract

CRM systems have played a pivotal role in driving economic development as businesses transition from transaction-based models to economies centred on customer relationships. Organisations have shifted their focus from product-centric philosophies to customer-centric strategies, recognising that understanding and anticipating both current and future customer needs is essential for long-term success. To meet customer expectations, businesses must continually innovate to deliver value and differentiate themselves in competitive markets. Customer relationship management (CRM) tools are designed to address this customer-focused paradigm, enabling organisations to enhance their strategies for engagement and satisfaction. This study examines critical success factors (CSFs) for implementing CRM systems within the technology sector, alongside criteria to assess implementation success. Employing a qualitative methodology supported by MaxQDA software, semi-structured interviews were conducted to gather insights. The findings underscore the importance of top management involvement, clearly defined objectives, effective change management, and incorporating end-user feedback as the most critical factors for achieving a successful CRM system implementation.

International Journal of Electronic Customer Relationship ManagementVol. 15(1/2)
University of Lisbon (PT), Instituto Superior de Gestão (PT), Universidade Lusófona (PT)
Openalex Percentile: Top 91%
Customer Service Quality and Loyalty
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Critical success factors in implementing a CRM solution: a case study — o N.A., Mário Rom�ã, et al. · International Journal of Electronic Customer Relationship Management (2025) | TGRS Research Map | TGRS