Smart, strategic, and successful entrepreneurs understand the value in systemizing as much of their business as possible – especially when it comes to something as important to a business’s lifeline as getting new customers and making sales.
A CRM platform provides you with an opportunity to dramatically improve your sales and onboarding systems, helps you establish better relationships with your customers and clients, and allows for your entire company to stay “on the same page” with each individual sale and each individual customer in a way that just isn’t possible otherwise.
At the same time, implementing a CRM into an already existing business or customer relationship workflow isn’t always the simplest and most straightforward thing in the world to do.
But that’s why we’ve put together this quick guide.
Regardless of the CRM you’re looking to take advantage of these implementation tips from KGD, the Zoho development company from Pennsylvania, will help streamline the process quite a bit all while setting you up for success along the way.
Let’s dig right in!
Start at the Start
The most important thing you can do when you’re getting ready to implement a new CRM across your business is to start at the start, looking at your current sales and customer relationship process and finding a way to either integrate this new CRM directly into that workflow or overhauling the workflow from top to bottom altogether.
The worst thing you can do is try and sort of squeeze a CRM halfway into the way you’re doing business. CRM platforms are designed to do things in a very specific way and you’ll need total buy-in from your team to make the most of the leverage they offer.
Define Your Goals
Not only should you have completely defined your CRM goals before you selected the CRM you were going to move forward with, but you also need to define the goals your business has as far as how you intend to use this platform going forward are concerned – well before implementation begins.
You’ll need to know how your company is going to make the most of all the tools available and popular CRM platforms or else the time spent in development will have been for naught. You don’t want to add a lot of horsepower to your customer onboarding and sales process without making the most of it, that’s for sure!
Define your goals, show people how they can better achieve them with the help of this CRM, and the implementation process will go a lot smoother.
Stage the Rollout
Some people have a lot of success jumping into the deep end of a brand-new CRM with both feet, but you’ll be able to have less of a shock to the system of your sales and marketing team if you stage the rollout of this technology over time.
Be sure that the CRM is populated with all core pieces of data and information ASAP (and straight out of the gate), but have your team focus on mastering one area of the CRM at a time rather than asking them to deal with the overwhelm of making this transition all at once.
It may take a little bit more time to realize the full potential of a CRM platform with this approach but you’ll also eliminate a lot of the frustration that drives so many away from using any of the tools and components something like this has to offer.
Provide Ongoing Training
The odds are very good that your team is going to be very excited about using new tools and technology like CRM, particularly if a platform like this is able to help them boost their productivity and efficiency.
At the same time, it’s almost impossible to imagine that even the most highly productive members of your staff and your team are going to become power users of the CRM platform you’ve selected after going through just the initial onboarding training.
Ongoing training sessions that show how to make the most of the tools available, but also sessions that show how to use the CRM in your specific workflow and business in particular, will unlock the full potential of this kind of technology.
Don’t think of this as a “set it and forget it” solution but instead an organic, ever-growing, and ever of all thing part of your business systems moving forward.