HOW TO PROPERLY IMPLEMENT A CRM-SYSTEM?

In today's market conditions to maintain a competitive level it is necessary to use all available business management tools. One of the most progressive and effective are considered to be CRM-systems. Such solutions help to build a reference relationship with the client, which ultimately increases the likelihood of a successful transaction.

In order for the CRM implementation to go as smoothly as possible and bring the desired result, it is necessary to have a serious approach to the question of choosing the system. Modern developers in the struggle for customers offer the opportunity to test their systems. The duration of testing from 2 weeks to 1 month. This time is quite enough to assess the main characteristics and capabilities. The main points to which you should pay special attention. Also you can not go into all the details, but just order software for movers.

functionality and user friendliness of the interface, possibility of customization for individual needs of the user;
ability to integrate with the necessary services - IP telephony, chatbots, various applications for sales, templates for automation, etc.;
possibility to work with business processes and their automation;
tools to work with marketing campaigns, evaluation of lead generation channels;
analysis of company employees' work, graphical report dashboards for quick reading of results;
mobile application, 24/7 access, stability of work with a large number of users;
competitive cost, clear commitments to support and update the system.

If you make the wrong choice, in 60% of cases, the introduction of CRM will end up with the fact that employees will sabotage the work in a cumbersome system. Refinement of the system for a particular type of activity is very costly. We recommend choosing a system with a ready industry solution. The free test period will help to identify the pros and cons of the proposed solution and make the right choice.

CRM IMPLEMENTATION - STAGES

All stages of CRM implementation should be clearly thought out and structured. Initially a work plan is made, the basic goals and objectives for which you need a CRM are formulated. Only after that you can proceed to the choice of software product, to the study of presentations of different vendors and to the testing of the proposed CRM-systems.

Testing should be carried out according to the following scheme. First a testing team is created, which includes proactive employees from the most interested in innovation departments. A set of functional and technical requirements for the system is discussed with them. Further rules of testing are fixed and indicators for the comparison of the productivity of employees who carry out their activities with the CRM and without it are defined. Based on the results of the testing to select the CRM.Stages of the CRM-system implementation. Brief scheme.

When a certain product is selected, you build a scheme of interaction between departments, employees and individual organizational units that will use CRM in their work. Separately business processes are highlighted, which the CRM implementation will help to automate and transfer from the shoulders of staff to the software.

Stages of the CRM implementation differ in different sizes and specific companies, but they all end up with the direct implementation of the system. This task is performed by the developer's company integration specialists, who initially implement the basic tools of the system. Then they integrate it with other systems and services, automate marketing processes, refine and adapt the functionality to meet specific business objectives.

TRAINING AND MOTIVATION OF EMPLOYEES

In very rare cases, innovations in the company are perceived by the staff "with enthusiasm". Often employees, if not cautiously, then extremely negatively perceive the introduction of automated systems. Implementation of CRM is much easier when the company has a head of implementation, or so-called motivator. This person explains the benefits that will have each employee from using the new system.

The developer company provides training for employees who will work in the CRM-system. The business owner creates a comfortable psychological and technical conditions for the use of such solutions.