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.