12 Tips To Consider Before Implementing A CRM System For Your Business
Posted: Aug 28, 2018
There is a much fuss about the CRM systems across the IT and cloud managing services. Everyone is trying way too hard to keep up with the changing customer expectations and market scenarios.
The best way to achieve customer satisfaction is to have a wonderful CRM system in place. A CRM system can be, certainly used to organize, systematize and synchronize all of the customer related areas within your business: right from marketing to sales, to customer service to technical support.
Implementing a CRM system can streamline your business if used to its full potential. Difficulties arise when companies don’t outline their execution process before they begin.
We are here to help you with that process.
Strategies for having the right CRM implementation:
To help you implement the right kind of CRM we have developed a list of 12 things that will really help you in your ordeal.
- Buy only the CRM systems, tools or software that you can afford for a long run
- Assess the training cost associated with the CRM well in advance
- Make sure you have the right hardware
- Gauge the skills of your working staff before deciding on which CRM to implement
- Buy and implement only what you need
- The change will take time and patience
- Keep hosting regular training sessions for your employees
- Get the right consultant
- Test the CRM results regularly, discard whatever is not helping you.
- It is suggested to choose a CRM that works on mobile devices and can be accessed remotely.
- Choose a CRM that has got Social Media Integration
- Make sure you have the requisite technical support
Let’s have a look at all the 12 strategies in detail:
1. Buy only the CRM systems, tools or software that you can afford for a long run
Many times have we seen the businesses invest in CRM systems that they fail to subscribe for a long time. Buy only what you can afford. Shifting CRMs frequently is not a very good idea. You need to implement one CRM and give it some time to start rolling and yielding results.
2. Assess the training cost associated with the CRM well in advance
The main purpose of implementing a CRM system is to achieve more business and profits. Therefore, it is important to assess all the costs associated with it. Many a time enterprises forget about the training that they need to give to their employees, to work in association with the CRM to be implemented.
3. Make sure you have the right hardware
Before you make any final decision on the CRM implementation, make sure that your hardware is optimized for the proper functioning of the CRM that you have chosen. Consider your hardware upgrade cost as well when choosing the CRM system.
4. Gauge the skills of your working staff before deciding on which CRM to implement
Skills can be developed over time, but certain basics do not change. Do not put your hands into a CRM system that is way beyond the skill set of your staff. It would totally defeat its purpose as you will end up spending a huge deal of money in training them to use it to their advantage.
5. Buy and implement only what you need
The CRM tools and software come in various versions. It is not necessary for you to always get the most recent one. If you think that a lower version can satisfy your needs, then buy only that. Do not go fishing in the areas that are not necessary for your business. It will save you time and money.
6. The change will take time and patience
Implementing a CRM system is a paradigm change that your association is going to witness. Your associates will take time to accept it. It will demand a change in the work process and will also take time to start yielding results. Be patient with your team and the new system. The change is not going to be easy for your team as they are used to working in a different manner.
7. Keep hosting regular training sessions for your employees
If you think that one training session is all it needs, you might be mistaken. Keep your staff regularly trained and informed about the CRM. To promote learning you can also keep some incentives for them such as giving them extra performance credits, a few hours off from the regular shift etc.
8. Get the right consultant
Since this is such an archetype change in your company, you will need an expert person to help you with the correct implementation. Select the right CRM implementation consultant for it as it will make or break your CRM system. Verify the credentials of the person, take a good look at his professional background, in short, be very cautious.
9. Test the CRM results regularly, discard whatever is not helping you.
As you move from purchase phase, to the implementation phase and to analysis finally, don’t forget to take a very stern look at what is working for you and what isn’t. If there are processes that are not working out for you change them. Have regular checks with all your teams. Remember, CRM is not only one team’s issue; it is something that should benefit all your teams.
10. It is suggested to choose a CRM that works on mobile devices and can be accessed remotely.
In the age of today’s digital times it is very necessary to get the CRM that works on your phone as good as your laptop or the desktop. This will help you in managing your teams and other CRM related things while travelling etc. It will make your office independent. It won’t be necessary for you to be in your office all the times to look into anything.
11. Choose a CRM that has got Social Media Integration
Social media integration is very important. It is the place where the entire world is. You really cannot afford to miss out on social media integration.
12. Make sure you have the requisite technical support
All of your staff may not be having technical the knowledge and therefore will need a technical department to solve issues with respect to the new technology that they need to familiarize themselves with. Make sure to set up this team.
Implementing the right kind of CRM can be groundbreaking for your business. Take a detailed look at everything before you go ahead with the process. It will definitely be a little chaotic initially but give it some time. Rome was not built in a day and so would be an effective CRM in your business.
I am William, the Salesforce Developer at JanBask IT Solutions providing most reliable cloud solutions tailored to specific business needs and requirements.