Blog and News

20 June 2020

6 Steps for Successful CRM Implementation

Maintaining good relationships with customers and potential customers and keeping your customers satisfied with your product or service is non-negotiable. If they are unhappy, they will leave you for one of your competitors. To be able to maintain good relationship and customer satisfaction, doing CRM implementation is the best answer. A CRM system will help you stay connected to customers, streamline processes, and improve profitability.

Since Customer Relationship Management (CRM) is important for companies, key steps are needed to ensure a successful CRM implementation.

Here are 6 key steps for successful CRM implementation:

  1. Choose the right system

We hear time and time again about failed implementations because companies do not know how to pick the right system for their operation. They bought an overengineered system and were disappointed by the results. It does not have to be that way. Today’s CRMs are flexible, highly configurable, and mobile-friendly. Before choosing the CRM system, it will be worthy of your time to see demo product and check references.

  1. Know your sales and marketing process

Today’s CRMs are highly configurable, but unless you have a complete understanding of your business needs, you will not make the right choice. There are no best CRM systems without first mapping your sales and marketing processes in detail. CRM is an automation tool, and you cannot automate a process that does not exist. There should be agreement on sales and marketing process before deciding which software CRM to use.

  1. Consider an end-to-end solution

Since technology have become more sophisticated nowadays, many ancillary systems can integrate with a CRM system. Now companies are able to bundle collaboration tools, project management, web conferencing, email marketing and other tools that can enable even greater use of such a system. You can choose the system when you need a complete automation process for your business processes, not just sales, marketing, or customer service.

  1. Find and choose the right partner

Ensuring successful implementation of your new CRM is not easy. Therefore, you need to find the right external partner to help you implement your best CRM. Many CRM providers in the place, but not all providers have good portfolio in CRM. Choose a partner to drive an easier CRM implementation process by knowing their experience and portfolio.

  1. Get feedback

Similar to enterprise resource planning (ERP) system, the biggest contributor to failed CRM implementations is that users do not participate in the development of the solution that will serve them. Having an internal team involved from the beginning is critical. This team should be part of CRM implementation process where its systems are tested for their effectiveness.

  1. Develop a well-planned plans

Well-planned and structured plan are keys to successful CRM. CRM will provide all the information needed by salespeople, which means it can provide time efficiency gains for one of the important parts of the company (e.g sales). Companies must have reliable internal and external teams to make it happen.

As a business owner, you need to ensure that all business operations run in the same purpose, and put the customer at the center of your business. Build a high-level CX by collecting and processing all customer data through a single platform that connects the entire organization.

If you have questions about CRM solutions, do not hesitate to contact the right CRM solution provider. As a consulting and IT services company in Indonesia, PhinCon (which has specialized in CRM for more than 11 years) provides all the services that companies need to achieve a successful CRM implementation. PhinCon provides consultation for companies that plan to implement a CRM system, please contact [email protected] for further information.

Just remember that whether you are a first-time user or want to replace your existing CRM to a more effective system, your implementation strategy is matter.


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