90-Day Sage CRM Rollout Roadmap

Phase 1: Prep & Discovery (Weeks 1–3)

Goal: Define scope, build a team, and lock in success criteria.

1. Form a Core Project Team

   • Executive sponsor

   • IT/technical lead

   • Sales, service, and marketing representatives (end users)

   • External Sage partner or consultant if needed

2. Define Success Metrics

   • Examples: reduce lead-response time by 30%, create real-time pipeline reports, improve customer data accuracy

3. Process Mapping and Data Audit

   • Document current sales and service workflows

   • Identify pain points and required custom fields

   • Clean and deduplicate customer data before migration

4. Infrastructure Check

   • Decide on on-premise or cloud deployment

   • Confirm required integrations (accounting, email, Teams/Outlook, etc.)

Phase 2: Build & Configure (Weeks 4–7)

Goal: Set up Sage CRM to match existing workflows.

1. System Installation and Environment Setup

   • Create a sandbox or staging environment

   • Configure security roles and permissions

2. Tailor the CRM

   • Customize entities, fields, and dashboards

   • Set up automated workflows for leads, opportunities, and service cases

3. Integration Work

   • Connect Sage CRM with accounting (Sage 50/100/Intacct), email, or marketing tools

   • Test data syncing and API calls

4. Pilot Data Import

   • Import a small, clean dataset to validate mapping

Phase 3: Test & Train (Weeks 8–10)

Goal: Ensure the system is reliable and users are comfortable.

1. User Acceptance Testing (UAT)

   • Real users run through everyday scenarios

   • Document bugs or missing steps

2. Training Plan

   • Role-based sessions for sales, service, and management

   • Provide quick-reference guides and video snippets

   • Designate “CRM Champions” to assist peers

3. Refinement

   • Adjust workflows and dashboards based on UAT feedback

Phase 4: Go Live & Support (Weeks 11–12)

Goal: Launch smoothly and maintain momentum.

1. Final Data Migration

   • Migrate the full, cleaned dataset

   • Validate counts and relationships

2. Communication and Launch

   • Announce internally with clear instructions and support contacts

   • Celebrate the milestone to encourage adoption

3. Post-Launch Support

   • Daily check-ins for the first two weeks

   • Open a feedback channel for quick fixes

   • Schedule a 30-day post-go-live review

Key Best-Practice Tips

• Keep Scope Tight: Start with a “minimum lovable product,” adding advanced automation later.

• Over-Communicate: Weekly updates keep stakeholders aligned.

• Champion Ownership: A visible executive sponsor and department “super users” drive adoption.

• Measure Early: Track the success metrics set in Phase 1 to demonstrate ROI.

Following these four phases over 90 days keeps the project focused, limits risk, and ensures user adoption—so Sage CRM becomes a growth engine rather than a headache.