CRM Implementation Process
CRM is one of the most advanced and affordable management solutions for increasing sales efficiency. CRM system will greatly facilitate and most likely will change the life of your company.
CRM – customer relationship management system that allows businesses to organize their business process and increase their efficiency by creating ongoing and seamless communication with them. The main focus for any system is to capture all information about your clients and to provide you with all critical tools for better interaction with them. For instance, CRM provides businesses with task management tools, digital marketing, and control analytical instruments.
30-50% of integrated systems fail to deliver its assets without a comprehensive qualitative analysis of business processes
However, our experience shows that about 30-50% of integrated systems fail to deliver its assets without a comprehensive qualitative analysis of business processes. To integrate CRM effectively and flawlessly you will have to follow three main stages that we will explain below.

1. Audit and system adjusting

The audit is the first and crucial stage in the CRM implementation process in any small business. It's vital to defining business algorithms in your company that will meet the CRM technical requirements. Eventually, these algorithms will reflect the business processes of your company.

The complexity of the audit will depend on the level of involvement of your customers into the sales process. More complex and comprehensive communication between your company and your clients will require more endeavors to define key factors and KPIs.

The next stage of the audit will be explaining how the CRM will work on capturing information about your customers and how to meet their requirements. Usually, an audit of the sales department will provide small business with all vital information about their areas for future improvement to ensure its growth.

The final stage of the audit process will be creating an implementation map that will represents a defined sales methodology for the sales process. Together with a decision maker, consultants will arrange stages and fields (transactions, contacts, companies) and prepare an algorithm for developing a Digital Pipeline in CRM.* Basically, Digital Pipeline will be a skeleton for your CRM, which will allow to enhance and to evolve your system communication and productivity. Some businesses may have multiple Digital Pipelines representing different business processes in their company.

* A quick note: Our company is partnering with amoCRM, therefore the example involves Digital Pipeline, which is a tool in amoCRM system allowing to organize a seamless interaction with customers.
Customization and integration

Technical configuration of services is the largest block of the implementation process. After utilizing a trial period of the system you should make the following crucial actions for implementing a CRM: change the domain name in your CRM account and customize a sales process in the system based on the defined sales methodology after the audit.

In other words, it will be the time for setting up the platform and integrating additional services and add-ons based on your business needs. Usually, it will require creating a working account in your CRM, arranging responsible people and their rights, migrating your existing data into your CRM, connecting your communication channels and accounting tools.

To perform this stage more efficiently its worth to utilize the third party software and customized add-ons or widgets along with your CRM which will make your workflow with the system smoother and faster.

The ultimate goal of setting up a CRM system is to design or adjust the CRM to the business methodology that was developed during the audit of the sales department.

Technical Support and Training

Technical support and training will be beneficial at the final stage of the CRM implementation process. It's crucial to initiate training that will involve all employees in your company. Teamwork will guarantee that all members of the team will be aware of how to use the CRM system and will be on the same page about the company's goals and requirements. The main goal of the training is to teach your employees to use the implemented solutions and to build their work according to the defined sales methodology.

Usually, training is recorded and available for the company's future needs. Our company is partnering with amoCRM system which is user-friendly; however, it requires prior training. After the implementation and configuration of the system, we use Skype or in-house training for a sales team. You can also use our technical support services that will help to resolve your urgent requests.
In many cases small businesses need management training for their owners that differs from the general one. Training for managers includes information that will need to interpret analytics, administrative and control tools in the CRM system.
So, business owners and company's executives will be able to utilize the CRM data and make amendments if necessary.
APRIL, 11/ 2019
Text Author: Victoria Sudakova
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