Entrepreneurs love the idea of implementing effective CRMs. Something is alluring about the idea of capturing all your customers’ data and using it to make sales.
Unfortunately, getting them to work the way you want is challenging and time-consuming. Many times, they wind up costing you more time, reducing staff efficiency, and putting up your wage bills.
With that said, there are multiple ways to make CRMs work. Here are some of the methods you can use to ensure a successful implementation in your organization.
Build A Team That Understands CRM Integration
The first step is to build a team that understands CRM integration and can help you find the optimal solution for your enterprise. Ideally, you want people from sales, customer service, IT, and senior management to oversee the project.
If you are a smaller business and don’t have this kind of breadth, various outsourced Salesforce management teams are available. These offer a tailored approach to implementing new CRMs in your organization effectively and getting the most out of the investment.
See What CRM Integrations You Need
The next step is to look at the CRM integrations you need. You want to find out how it dovetails with your existing tech stack and whether it will slot in simply or will require extensive work at the back end.
CRMs should ideally be in the cloud. However, you might need middleware or connectors if you have highly bespoke systems with large sunk costs already baked into your business model. Ask professionals how much seamless data connections will cost to build.
Evaluate Existing Solutions
Once you get to this stage, you’re ready to evaluate existing solutions. You want something that offers the features and technical requirements you have while meeting your needs.
Consider things like reporting capabilities and scalability. Can the CRM handle growth of 100 percent a year or will a different product serve you better?
Once you find a CRM that meets your requirements, ensure that it offers a user-friendly interface and doesn’t demand a steep learning curve that will add to the cost. Ensure it has strong integration options and reliable customer support.
Get Your CRM Ready For Transition
You also want to make sure you get your CRM ready for the transition. Ensure that you check all your data for accuracy and completeness so you’re ready to deposit it into a new system. Also, check your data migration tools to ensure you can transfer existing customer information files to the new platform. If you can, try to convert data into CSV or spreadsheet format.
Add A Training Plan
Finally, you’ll want to implement a training plan for staff before rolling out the new CRM. Staff needs to understand how to use it before it goes live to avoid any hiccups on the day and ensure a smoother workflow.
Training is often available through the providers themselves and saves you from having to design courses yourself. You can also provide in-person instruction if you already have experts on your team.