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Source :Oncontact Software
Making the Leap to CRM
CRM Implementation is also known as :
CRM Implementation Process,
CRM Consulting Companies,
CRM Implementation Best Practices,
CRM Implementation Consultant,
CRM Implementation Cost,
CRM Implementation Costs,
CRM Implementation Failure,
CRM Implementation Guide,
CRM Implementation Issues,
CRM Implementation Methodology,
CRM Implementation Plan,
CRM Implementation Process,
CRM Implementation Project,
CRM Implementation Project Plan,
CRM Implementation Services,
CRM Implementation Steps,
CRM Implementation Strategy,
CRM Implementation Success,
CRM on Demand Implementation,
CRM Software Implementation,
CRM Strategy Development,
CRM System Implementation,
Customer Relationship Management Implementation.
A simple, step-by-step guide for a
successful CRM implementation
Making the leap to CRM doesn’t have to be a difficult
process for your company. If you haven’t implemented
a CRM system before, there are many resources
available to help assist in your efforts so your CRM
implementation can be a positive process for you
and your company. Many companies have difficulty
in knowing where exactly to start to get their CRM
initiative off to the right start. Oncontact Software
encourages you to utilize the Oncontact Resource
Center which is filled with advice and suggestions
regarding your CRM initiative.
We have provided what you will hopefully find as a
simple, 10 step process to start your CRM initiative in
the right direction.
Identify why your organization needs a CRM
system. Your organization will maximize the
benefits of a CRM system by first identifying
which areas you want to improve or which
problems need to be addressed.
Research the many vendors in the CRM
bracket to find one that will be a good fit for
your organization. Consider factors, such as:
- Strength of the vendor’s product
- Vendor’s experience in the CRM market
- Knowledge level of the vendor’s employees
- Vendor’s corporate vision
- Vendor’s experience in working with companies the same size as yours
- Customer references
Instill good businesses practices before
implementing your CRM system. The
last thing you want to do is automate bad
processes or deploy a CRM system that forces
you to change the way you do business.
Evaluate the quality of your business
procedures and improve any shortcomings,
then make sure the CRM system you choose
can accommodate your practices.
Create a formula to assess the system’s benefits
for your company. Declaring intangible
benefits, such as increased productivity and
better communication, is relatively easy to do,
but gauging concrete payoffs, like a million
dollar revenue boost or a 10% increase in
customer retention, requires some planning.
Knowing the system’s benefit calculation is important because it benchmarks the success
of your customer strategy and validates the
importance of the system.
Identify which areas within your organization
will use the system. Gather input from all
areas to ensure everyone’s needs are met.
You’ll want to make sure that all users are
satisfied with the functionality of the system
because everyone must use the system in
order for it to succeed.
Develop a realistic budget that accounts for all
expenses associated with the implementation
of CRM system. Be sure to discuss all of your
expectations with your chosen CRM partner
so you can both work to meet your budget.
For the first phase of your CRM
implementation, estimate how you might
want the system to evolve in the future. For
example, are there areas of the CRM system
you will want customized to meet your unique
needs? Add users? Find out if the system will
be able to accommodate these changes.
After the first phase of implementation, you
can consider additional phases for rollout. For
example, once you have used the system for
a few months, you might want to extend the
system to other departments, implement other
modules or other customizations that you did
not consider during the initial implementation.
Evaluate whether you will need the system
to interact with other software, such as your
accounting or human resource systems. Discuss
ease and cost of integration with the vendor so
you are aware of what the process entails.
Implement the CRM system with a trickle
down approach. Support for the project must
come from the top levels of management to
instill a sense of importance and commitment.
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