You need a modern CRM platform to start with

You may ask what the relationship between the software development methodology and the CRM architecture is. You may, or may not, agree that the methodology you use will have some impact on the design and delivery of your CRM solution. Most CRM implementations today are based on a comprehensive and modern platform, such as Dynamics 365 from Microsoft.

These platforms are based on entity models and the logic of the application is described in a metadata technique that is portable, easily configurable, and allows on-the-fly configurations that are best suited to the Agile project methodology.

In the early days of CRM projects, often the Waterfall methodology was applied as the implementation methodology, as the older platforms were complex and had limited configuration capabilities in a time where more customization and coding was needed. As a lot of coding was required, Waterfall was best suited for development.

Waterfall is a delivery execution methodology...