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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 Essential Data

Obtain the required business detailings important for the effortless implementation of the CRM System. Such involves information about target audience, loyal customers, planned initiatives, future plans, stock detailings, and the complete business workflow. Such successful deployment of CRM depends on a complete knowledge of such aspects.

5. Identify Operational Challenges

Understand and acknowledge the pain points or weak links within the business that could prevent its smooth workflow. Such hindrance may act as an obstacle to the organizational objectives and hinder entire growth. To point out such pain points, connect with department heads to obtain the important information. The CRM system can then further support in figuring out the unnoticed problems, evaluating them, and detecting representative performance to assure effective business operations.

6. Raise Employee Awareness 

Understand that your employees deliver an important role in utilizing the CRM System. Provide them sufficient knowledge about the system to assure they are well-informed about the journey coming forth. Gathering awareness among your personnels will inspire them to enhance the advantages of the automated system, adding towards its efficient utilization.

7. Explore Through a Free Demo

Refrain from forming judgments relying completely on the outward appearance of a CRM software. Get into its attributes and put it to the test! Go for a free demo where an expert will take you through the software’s usage, enabling you to acknowledge any issues you may have about its attributes. Only go ahead with the one step ahead once you are content with its attributes. If you’re looking for one of the outstanding cloud-based CRM for your business, don’t hang back to request a demo from SalesBabu CRM. Visit our website at for more information.

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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.

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. 

  1. Business Process Management

Manages all types of business processes, both structured and unstructured ones. The Cloud-Based CRM contains pre-built effective practice processes and the business process designer which has pre-configured elements for users to create their own custom processes as well. Dynamic Case Management will help to manage unstructured processes, enabling a selection of the best path to achieve the required results faster. With drag-drop tools, you will be able to easily change stages and steps as well as add or delete the elements in an easy manner.

  1. Collaboration Tools

The cloud-based CRM will enable its users to communicate with customers and within the team right from the app. Cloud CRM will also allow for collaborating through multiple channels including phone and email. The system will notify you of the most important updates, latest deals, and projects with the help of an enterprise social network (ESN). Thanks to the integration with the PBX system, users will receive and make calls directly from the system, and integration with MS Outlook provides tools to manage your contacts, chances, and leads from the email box, even without logging in to the system.

  1. Document Flow Automation

The software contains specific tools which help to manage different types of documents, including distinct built-in templates. The system will record all the history of document approvals and chronology of activities for each document. Cloud-based CRM will allow for setting the relationship between documents and quickly switch from one to another.

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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