CRM Mentoring

What is a mentor?

A mentor is an independent person who helps you manage your CRM project. His or her objective is to contribute to the smooth and sustainable progress of your project. Being independent of software vendors and highly experienced, he or she has all the necessary perspective and sagacity. He's not a technical expert (even if he's familiar with most of the tools on the market), nor a decision-maker (even if he's already done his share of work in terms of digital project management). He or she works behind the scenes, supporting your role as project leader.

What does a mentor bring to the table?

He or she is familiar with the applications listed here, and masters (and contributes to) the resources made available to you here (needs analysis grid, comparative grid, market consultation documents, etc.). He also brings all his experience to bear on the human side, as team involvement and adoption are always a major issue in these projects. In concrete terms, every hour spent with him (or her) should save you 10 in the running of your project!

Do I need a mentor if I'm working with an integrator?

These are two very different responsibilities. The integrator brings you his experience of the tool and his technical skills. The mentor focuses on project management, acting as a link between your team and that of the integrator. Working with your mentor will enable you to establish an efficient and agile (and therefore sustainable) mode of collaboration, in which your teams and those of the integrator share responsibilities in an explicit and constantly re-evaluated way.

When and how long?

Mentoring generally lasts between 2 and 6 months, depending on the size of your company and the complexity (or otherwise!) of the project. It starts with a first video (free of charge, 1 hour) to get to know each other and, if things are going well, to confirm the collaboration. You then embark on a 10-hour block, at a cost of €1250 excluding VAT. After 10 hours, we switch to project management mode, with an invoice at the end of the month based on the time actually spent on your project.

How often and for how long? Coaching usually takes the form of 1 or 2 online meetings a week, depending on the progress of your project. Support generally lasts 2 to 6 months. For companies with fewer than 10 people, a block of 10 hours is often sufficient. For more than 10 people, it's à la carte, and can sometimes last longer. You decide. The mentor's job ends without notice, as soon as you feel you can stand on your own two feet.