4 Key Points for Successful CRM Implementation
CRM (Customer Relationship Management) is a business management system that enables an organization to effectively manage its sales and marketing activities.
CRM can drastically improve your organization’s business results!
Today, there are many alternatives to software and suppliers. How can we get optimal results with minimum time?
For this purpose we have prepared a few key points to consider when implementing a CRM in your organization:
- Analyzing the need and setting goals:
First, make a list of the problems you are facing now, what are your weak spots?
In addition, prepare a list of other actions you would like the system to take.
Prepare your list in an Excel file. It would make it easier to order the list, add costs for each item and see the big picture.
Arrange your list in descending order – item with the highest importance on top and the less importance in the bottom.
Consider hiring an experienced professional to analyze your needs. A professional consultant can shorten the process and improve the overall results significantly.
- Start with minimal content:
Remember the Pareto principle (80 – 20 rule) – if we take care of 20% of our most painful problems, we will improve results by 80%.
Treating 80% of our less painful problems will improve results in only 20%. Moreover, in the probable case that the project’s cost is divided more or less equally, the solution of less important problems takes up 80% of project’s budget.
- Work in stages:
Following the previous point, it is recommended to control your investment and start with small steps. Once you learn the new system, you will know where you need to invest next.
Remember, smaller steps are easier to and faster to approve. It will also enable you to enjoy the fruits of the system earlier.
- CRM Expert Selection:
The CRM expert is a crucial element for the success your CRM implementation.
Choose an experienced CRM consulting company, with a convincing record. It’s a long term relationship, not a one time project.
A good CRM expert should study your business thoroughly. The expert will review your requirements and will make sure that the proposed solutions indeed serves your goals. Provide the expert with full cooperation on your end. Your cooperation and full disclosure will enable the expert to plan and deliver the best results.
Obviously the list of tips is endless. I have chosen to address the most important ones, the ones who can make a real difference when implementing CRM in an organization.
Feel free to contact me with any questions you may have firstname.lastname@example.org
Eyal is the CEO of Sinapis Technologies Ltd. Sinapis is an expert in open source CRM implementation – SugarCRM & SuiteCRM.