Maximize your CRM implementation by proactively considering these Six critical topics in advance.
♟️ 𝐂𝐮𝐬𝐭𝐨𝐦𝐢𝐬𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐧𝐟𝐢𝐠𝐮𝐫𝐚𝐭𝐢𝐨𝐧
Customisation is a double-edged sword. It can be great, but it can also turn your CRM into an uncontrollable beast.
Take the time to thoroughly research what you can achieve with standard functionality. If that's not possible, ask yourself: Do we really need this feature/process in this particular manner, or can we redesign it to match standard functionality?
Finally, if none works, ask yourself how to keep the customisation as simple as possible.
🧩 𝐈𝐓 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞
Before buying and implementing a new CRM, consider its place in your IT architecture. What integrations do you need? Check if these Integrations are standard with the new CRM's ecosystem.
If not, you could check whether creating a custom integration is not more cumbersome than replacing another tool. Perhaps another tool in the CRM ecosystem will save you the hassle of creating and maintaining a custom integration without creating much of an issue in replacement.
🪪 𝐆𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞
Governance is essential to get the most out of your CRM system. Governance includes rules and user rights settings.
Rules help ensure that records are entered and edited correctly to maintain high data quality, and user rights settings help protect necessary configuration settings from being tampered with.
Proper governance is what keeps a CRM successful after an exemplary implementation.
🔗 𝐃𝐚𝐭𝐚 𝐌𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧
The third step in implementing a CRM system is transferring your customer data from your old systems.
Take some time here to compare the different data models you're migrating from with the one of the new CRM. Which adjustments do you have to make to ensure a smooth data transfer?
🧑🏫 𝐔𝐬𝐞𝐫 𝐀𝐜𝐜𝐞𝐩𝐭𝐚𝐧𝐜𝐞 𝐚𝐧𝐝 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠
Make sure you build multiple moments for end users to give feedback on the progress of the implementation. Their feedback should be a key factor in determining the direction of the implementation.
After they are on board, make sure you spend as much time as you need in training them.
This combination will give you the best chance of successful adoption.
📊 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐌𝐨𝐧𝐢𝐭𝐨𝐫𝐢𝐧𝐠 𝐚𝐧𝐝 𝐌𝐞𝐚𝐬𝐮𝐫𝐞𝐦𝐞𝐧𝐭
Finally, monitoring your CRM system's performance over time and measuring its results is essential. This will help you identify areas for improvement and make changes to the system as needed to ensure it meets your goals and requirements.
How you want to measure the performance of your CRM is something you need to think about before starting implementation so you can configure the CRM to enable your required monitoring.
Are you about to implement a new CRM system and can you use some help prepping you implementation properly? Reach out to us via the form below and we'll help you make your CRM a true asset.