CRM Implementation Stakeholder Register
This is a practical guide to building a stakeholder register for a crm implementation project — a record of stakeholders, their influence and how to engage them, adapted to the realities of deploying a customer relationship management system to improve sales and service.
What a Stakeholder Register is
A stakeholder register is a record of stakeholders, their influence and how to engage them. For the full concept and how it works in general, see Stakeholder Register. On a crm implementation project it plays the same role, tuned to this kind of work.
Why it matters for a CRM Implementation project
CRM Implementation projects live or die on deploying a customer relationship management system to improve sales and service. A well-built stakeholder register gives the team a shared, explicit reference for exactly that — reducing ambiguity, aligning stakeholders, and making problems visible early enough to act. Skipping it, or doing it generically, is how crm implementation projects drift into avoidable delay and cost.
What to include
- Stakeholder name and role
- Power and interest
- Attitude
- Engagement approach
CRM Implementation-specific considerations
Tailor the stakeholder register to the risks that most often derail crm implementation projects:
- Poor data quality on migration
- Low user adoption
- Integration with existing tools
Example
On a real crm implementation project, the stakeholder register would be shaped by deploying a customer relationship management system to improve sales and service. In particular, it should explicitly account for the project’s biggest risks — poor data quality on migration, low user adoption, integration with existing tools — rather than treating them as afterthoughts.