When you decide to invest in a CRM solution, it is primarily because you want to achieve certain business objectives: achieve your growth and sales objectives; map your target groups; automate and follow up your marketing campaigns; lead nurturing; improve the service to your customers; further reduce operational and administrative costs the free crm systems can be an important added value for your SME, provided you know what objectives you want to achieve with it at the level of growth, sales and marketing results or customer service.
A CRM implementation is only really successful when the intended business objectives are achieved, the system supports the intended processes well and the users of the system can handle them well, both when entering data and when operating and reporting. That is why it is appropriate to take into account some important challenges before you make the decision. Based on the following steps, we provide you with a number of tips for achieving a successful CRM implementation. The use of the faculty management software comes handy there.
Preparation for the CRM implementation
The introduction of a new CRM system is like an open heart operation for your sales and marketing organization. The greatest risk is that insufficient attention is paid to a prior diagnosis and that once the operation is started, expectations are unrealistically high and the wrong remedy is applied. It is therefore important to prepare well in advance for the introduction of a new CRM system with a streamlined set of requirements and wishes, a thorough diagnosis of the marketing and sales processes and a structured project plan. So what do you have to do in concrete terms? On the basis of the following points, we provide you with guidance on how to start a CRM project in a structured way.
A crucial step of your process is the needs analysis. Pay sufficient attention to your needs analysis. Many SMEs tend to skip this step. It has to go fast and it can’t all cost too much, right? If you opt for a CRM system, you should map out and analyze your processes and information flows in advance. Only in this way can an image be formed of which functionalities the future system must contain. The analysis, which in many cases is carried out in close collaboration with the implementation partner, will result in a document that maps the scope and priorities of your project. The use of the free crm tools comes essential there.
So that you can then properly evaluate at which points the standard CRM functionalities meet, and where any adjustments are needed:
What are the pros and cons of the current CRM solution? Which processes will the software have to support? Which processes should possibly be adjusted when introducing a new CRM system? What are the wishes of all parties involved in the various departments involved? What are your priorities in terms of cost, efficiency, user-friendliness and integration? What changes will your business undergo in the future as a result of changing market conditions or strategic course changes? The expectations are usually – as with every major investment very high. It is therefore advisable to test these from the start and to distinguish the priority wishes (must have) from the less important ones (nice to have). Only then can you strive for tangible results afterwards.