How to Implement CRM in Your Business?

Home » Business and Entrepreneurship » How to Implement CRM in Your Business?
Interested in learning more?​

Subscribe to get our latest resources sent directly to your inbox and gain early access to our webinars!​

Implementing a CRM can bring exceptional value and benefits to your company. With the right CRM, you can automate tasks, improve communication and convert potential leads into customers. The Stats show that CRM makes an eight-fold return on investment! 

To yield such returns, choosing and implementing the right CRM is integral. Your business will need a strategic plan, develop teams and embrace technological deployment. More importantly, you will need to take every department into confidence over the decision. 

A CRM should fulfill the needs of every department, or it will create a problem for the whole company. Occasionally, a CRM is termed unsuccessful by companies, but in truth, it is an implementation failure. 

By now, you may have selected the CRM that perfectly fits your business. And what lies ahead is the essential task of implementing it correctly. Below, we have compiled a list of steps to help you implement CRM software in your business. 

1) Select goals and objectives

The first thing you should do is identify the vision you wish to achieve with CRM implementation. Carefully list your micro and macro goals and pinpoint all the features of CRM that will help you achieve them. 

The goals of some companies can differ altogether. For instance, some businesses use CRM to revamp their business process, while some focus on streamlining certain aspects of the business.

Whether it’s a strategic planning or choosing a CRM, Identifying the problems you want to eliminate can help make decision-making easy. 

2) Create a project team

The next step is to select a project team to complete the daily tasks and take the project further. The project team is led by the project manager who oversees the operations. Make sure to pick an experienced manager as they have an immense impact on how the project orchestrates. 

Depending on the nature and size of your business, you can make the team accordingly. Usually, a team comprises Data analysts, system developers, and QA engineers. Include super-user as well that will test-drive the final product. With their knowledge, they can help you make the best out of CRM. 

3) Forecast the implementation budget and benefits

Forecasting is another crucial aspect that you need to plan with your team to underline the impact of CRM on your business. Things to look out for are the first six months after launch and then the following twelve months. 

The main things to look for are a cost-benefit analysis report and implementation timelines. You should expect a dip in production during the rollout stages as the business will focus on implementation, and employees will need time to adapt. Moreover, general expenses can also be increased due to training and consultancy. 

Keeping them in mind, you can begin to plan and modify your actionable goals and keep track of the ROI metrics. 

4) Migrate and integrate data

If you are moving from one CRM to another, you will have to clean and migrate your data. This step is the most time-consuming in the implementation period. The data that contains customer contacts, finances, and other details can take up to several weeks to transfer.

To reduce the timeline and decrease the burden on users, you can only opt to migrate only the necessary data and let go of irrelevant information. 

5) System testing

You can trust the project team to run a test on sample data. Each aspect should be thoroughly tried and tested before the launch. During the testing phase, your IT team should run it through QA tests

The team might diagnose bugs and minor errors. So make sure your system is ready before the launch date. 

6) Training users

Training the users enables your staff to get familiar with the software. It will also ensure an increase in the efficiency and productivity of an employee. You can use a combination of training methods like seminars, classroom-based learning, and online courses. 

You can maximize the efficiency by follow-up training after a month or so. It will help your employees to refresh their learning and eliminate any concerns. 

7) Launch and Improve

Once everything is set, it is time to launch CRM in your company. Always strive for enhancements within the system by incorporating employees’ feedback. Perform checks once in a while to ensure a steady flow. In an era where technology is evolving at an astronomical rate, you should always be on your toes for advancement. 

Final Thoughts

CRM implementation is an easy task if you follow the appropriate steps. The software contributes to in-depth knowledge of the customer, boosts sales and profit. To reap its countless benefits, adopt the best strategies of implementation. Otherwise, it could become a liability. 

Now that the CRM is up and running, ensure to monitor the success. You can evaluate it by referring to system activity records.

Osmos Cloud