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10 Phases for Successful CRM Implementation

10 Phases for Successful CRM Implementation

Implementing a CRM Software is indeed a business strategy to improve sales, ROI and profit of the company. The CRM system streamlines the entire business process and ensures the smooth running of those activities. 

Choosing the best CRM for your business has various significant phases. And if you are planning to implement a CRM System for you business, this article will help you – 

1. Why CRM Software? 

The first and foremost question that you need to ask yourself is Why do you need a CRM Software for your business? Analyze the kind of CRM application that your business requires and keep a track on the present trends and practices in order to personalize the system according to the needs and wants of your business requirements.  

Why do you need CRM Software? 

  • Provides explicit data storage 
  • Helps to analyze data 
  • Eliminates manual recordings 
  • Saves time and effort 
  • Reduces cost 
  • Automates user explorance 
  • Maintains good customer relationship 
  • Streamlines entire business process 

2. Determined goal for your business 

As a business firm, you need to focus on setting a determined goal for your business. Setting determined short term as well as long term goals for business becomes easy to achieve the goals later on, through CRM. These goals will provide you a path to be followed with the help of the CRM System. 

3. Involve every relevant department 

Organisation undergoes changes in order to improve the administration and bring in technical upgrades. It is important that you involve your relevant departments in the evaluation process. They may accept the change with positivity but be ready for a negative reaction as well. Involve your reps from sales team to customer service team (whoever will have to use the system) and talk to them about it. 

4. Collect necessary information 

Collect the necessary business information which is required for the successful implementation of the CRM System. The information regarding target customers, loyal customers, strategic initiatives, future plans, stock information and entire flow of business must be collected in order to implement CRM successfully.  

5. Identify the pain points

Every business has certain pain points and weak links that may hinder the smooth functioning of the business. These pain points may also restrain the organisation from achieving organisational goals or the growth of the company. You can surely overcome these pain points only when you identify them and start working on sorting the uncertainties. 

But the question is, how to identify these pain points? Firstly, talk to your department heads, collect necessary information with regard to the pain points. Then, the CRM system will help you identify further unnoticed pain points, analyze them and monitor the performance of the reps in order to ensure better running of the business activities. 

6. Bring awareness in your employees 

You need to understand that your employees are the ones who will make use of the CRM System. Thus, your employees must be educated about the CRM System so that they are well aware of the destination, they will further sail. Bringing awareness to your employees will motivate them to make the best use of the automated system. 

7. Request for a free demo 

Do not judge a CRM software with its face value. Check out its features and test it out! The expert will take you through the usage of the software where you can clear all your doubts regarding its usage. Once you feel that you are satisfied with its functionality, you can get along with the further procedures. If you are thinking about which is the best cloud based CRM to be implemented in your business. Then don’t waste time and feel free to request a demo at SalesBabu CRM. You can visit our website https://www.salesbabu.com/ to know more. 

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8. Work with the right vendor 

You should research as much as you can, read reviews, take trials, communicate with customer service team and then you select software meeting all your requirements.

9. Ensure hassle-free data transfer 

Transfering the data is one of the most crucial phases of the CRM implementation process. If you end up entering into any problem at this step, it will cost your company a good chunk of loss financially. Thus, the objectives of this particular phase must be clearly communicated without leading to any kind of ambiguity. 

10. Go live 

The final phase of the CRM Implementation process is going live on CRM. The entire effort invested was for the final step i.e, implementation of the CRM. Once the required permissions are granted by the management, make your CRM platform live. Motivate your employees to make use of the CRM system everyday and take the utmost benefit of it. 

Which suits your company better – Cloud CRM VS. On-premise ? 

The On-Premise vs. Cloud CRM are two most used CRM systems by businesses based on their business requirements. The cloud based CRM software makes Customer Relationship Management effortless and smooth for your business with its automated features and functionalities. Want to know how? Check out the blog – Cloud CRM vs On-Premise CRM – Which Suits for Your Company. 

Key features of a Cloud based CRM software 

  1. 360 degree customer view 

Your customers are the backbone of your business. Managing entire customer details and maintaining a good relationship with your customers will help you to grow your business. 

Through the 360 degree view you are able to see the past, present and the future of the customer’s relationship with the company.

PastPresentPresent
1.Prior product or service  activity1. Context of interaction1.Upsell or cross-sell activities
2. Recent product or service view  2. Buying cycle2. Future buying behaviours
3. Campaign activities  3. Recent order
4. Process history4. Current issue
  1. Sales Force Automation 

The sales targets are the worst nightmares for the sales team. But the right use of Sales Force Automation can help the sales reps to work efficiently. The Sales Force Automation helps to improve sales, manage inquiries, reduce admin tasks, improve team performance, generate sales reports, follow-up, set reminders and alerts and maintain better customer relations.  

  1. Lead Management 

The lead management software provides complete visibility of your business opportunities. It gives you a better understanding on how the complete sales process works and helps to convert more leads to sales. 

  1. Market Automation 

The use of marketing automation system streamlines the sales and marketing by replacing high-touch, manual, repetitive manual processes with automated marketing tools. It helps marketers to plan, coordinate and manage their marketing campaigns. The marketing automation software focuses on creation of more customers eligible for sales. Want to know how to Identify your potential lead source

  1. CRM analytics 

The CRM analytics doubles the relevance as it delivers real inside of complex data captured and reproduced for decision making at a single dashboard. The presentations of requisite data in the form of graphical charts, metric analytics and crisp MIS reports etc. 

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Wrap up 

The final word about the use of CRM software to grow business is to enhance the business activities, save money and time, be aware of the complexities faced by the customers and stay ahead of the competitors in the game. The cloud CRM application can be used in your smartphones with a single click and you can be more productive throughout.

Once you have successfully implemented a CRM Software take feedback from your employees and make sure your employees are making the best use of the Automation. Until and unless you do not make the right use of the CRM system, you cannot reap the benefits of using the application for your business

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