You can’t implement a system just because top companies have it: CRM can help increase sales, but it won’t sell for you. Golden Rules for CRM Implementation . For example, it will reduce the time spent filling out template letters – the manager will only have to insert the necessary data.
Example of editing a newsletter template in CRM. Image from the author’s archive
CRM is configured for business, not the other way around
Firstly, it will be difficult to adapt business email list your business processes to those already embedded in the system. Secondly, basic CRM sales funnels may not take into account the specifics of the company and its clients.
CRM should help, not scare
The transition to the system should be in terms of performance, during the reporting period smooth. That is why it is recommended to first implement CRM with the minimum necessary set of tools, and after the adaptation of employees, gradually expand the functionality.
The main thing is the team
The result of CRM implementation should be an increase in the efficiency of the sales department. Therefore, without employee involvement, the platform will not bring the desired results. To motivate managers to use the system, add this condition to the KPI. For example, set a certain number of completed transactions or filled contact cards per month.
And, of course, don’t forget to help employees adapt. Invite opinion leaders — one or more people who will tell you about the benefits of CRM, show you how to work with it, and answer all your questions.
Bonus: How to Engage Employees in Working with CRM
It is easier and faster to train those managers who are eager to learn the new system themselves. Therefore, competitions between sellers will help speed up the adaptation process.
To do this, create a list of criteria that must be met monthly, and assign points for completing each task. At the end of the month, summarize the results and reward the most active employees.Example of a table of criteria for employee motivation. Image from the author’s archive
Final Checklist: How to Implement CRM
- Conduct an analysis of the company’s business clean email processes – make a map of them and draw up technical specifications for implementation;
- Decide on the functionality – when choosing, look at the built-in tools and possible integrations, and not at the price;
- Perform flexible system configuration to further refine it, eliminate errors and expand its capabilities;
- Train your employees – invite experts, conduct trainings, provide materials, support managers at all stages of CRM implementation and use;
- Monitor the work and improve the system – after 2-3 weeks of using the system, evaluate the results of CRM implementation. To do this, collect feedback from the sales department and then add new tools.
Our specialists will help you go through all the stages of the CRM implementation plan in your company, make a list of system improvements and provide ongoing support to your employees.