The Chartered Institute of Export & International Trade
Trade
The Chartered Institute of Export & International Trade faced a failing CRM project; by restoring governance and vendor collaboration, the new CRM / central system was successfully launched, rebuilding leadership trust and enabling digital transformation.
Revive a failing CRM (Phoenix) implementation to meet business needs and improve adoption.
Project governance had broken down, vendor relationship deteriorated, and specifications no longer aligned with business needs.
Introduced formal governance, weekly executive readouts, rebuilt vendor collaboration, revised specifications.
CRM project successfully launched, restored trust with leadership, and laid foundation for digital transformation.
