Make sure the CRM system you select is suited to your business and the processes you use. If you make a poor selection your new system could cost you time and money and create more work for your employees.
Make sure the CRM system you select is suited to your business and the processes you use. If you make a poor selection your new system could cost you time and money and create more work for your employees. They will not look favourably upon a CRM system that complicates their role and responsibilities.
Take time to plan out your implementation. Ensure you have all the resources you need to ensure a successful roll-out, such as internet access and speed, hardware, training material and more. Schedule the implementation so it has minimal impact on your employees and customers, don't choose busy periods to start the roll-out. Most importantly, consider the possible glitches or issues that could occur and preplan some solutions.
The more you include your employees in the process the more buy-in they will have in the success of the implementation. Discuss options with them, ask for their opinions, find out what would make their roles more streamlined. Make sure you inform your employees and customers about each stage of the implementation. They will be more accepting if they are aware of delays or new processes before they happen.
You have just implemented a new system with new processes, make sure you provide your employees with the tools and resources they need to succeed with this new CRM system. It is also important to 'train' your customers if the new system has led to any changes in their experience.
Once you have been using your CRM for a predetermined period of time, review it.
What needs changing? What is working? What is not working? Are you getting the data you want? Is the system allowing you to make the most of new opportunities?
Answer all these questions and more, and if you need to...make improvements!