When interviewed after the fact, some managers have lamented the things they didn’t know before implementing their
1. Start with a vision
Which CRM you select will depend on your particular needs, your vision, and your goals. Even before you look at different solutions, define what it is you want from a CRM system. What are your current business processes? Who will use the CRM, and for what purpose? How do you expect a
2. Prepare for growth
When establishing your CRM strategy, make sure it allows the flexibility to deal with the changes in your business and in the market that will surely come. Select a CRM designed to adapt to change by offering configuration flexibility rather than customized add-ons and enhancements. You’ll want software that meets your current needs and can also scale to meet future needs as your business grows.
3. Solicit user input
It just makes sense to consider your CRM end-users, the people who will be expected to use the system every day. By consulting them at the beginning and keeping them in the loop through each phase of the
4. Focus on alignment
CRM is not your only business process, and it shouldn’t stand alone. It’s now standard for CRM to be integrated with other technology and productivity platforms such as email, marketing, and
5. Consider your users
Underutilized CRM is a waste of money and resources. Remind yourself of your goals, and you’ll realize that
6. Keep it simple
Easy access and an intuitive user interface are critical for CRM software to be widely adopted. Avoid solutions with inconsistent nomenclature and little guidance on how to navigate account entries and customer data. When it comes to fields, less is more—only the most important details about each contact or opportunity is required, with the option for users to add more detailed information when necessary.
7. Use a step at a time approach
You can build morale with quick wins. Avoid being overly ambitious by deploying CRM features that confuse or intimidate users. Instead, allow team members to become familiar and comfortable with the CRM’s foundational operations before adding new layers of complexity. A step by step CRM launch will deliver high value in a short amount of time and help you achieve a better return on your investment.
8. Measure your success
You won’t recognize success if you don’t measure. Your CRM project plan should include creating metrics for each of the business areas that will be impacted by the solution. Tracking and reporting metrics on a regular schedule will assure you that your new software is achieving intended outcomes.
A bonus principle
The game-changer for