CRM: 4 things to do before implementing it at your company

After deciding to get a CRM running in their company, there are still many steps a CEO needs to think about. Implementing a Customer Relationship Management tool is not simply buying new software, and it requires some changes that can impact the whole business.

According to a Harvard Business Review 2018 article, CRM implementation failure rate in executives’ eyes can be perceived as up to 90%.

But you can’t think about failure only after it happens. When you first start using a CRM in your company, there are a few things you need to pay attention to for flawless implementation. Check it out.

1. Planning for the CRM

The key to a smooth and stable CRM implementation is planning what a company wants to achieve. What issues do you hope to solve with the system?

Having a schedule can also help. It may seem obvious, but the lack of preparation is considered one of the leading causes of CRM failure.

To do this, you may need to meet with different parts of the company. The stakeholders will help you map the customer journey and determine the needs of each sector.

2. Communication

Many people know that budget can be a make it or break it decision when implementing new technology. And that is exactly why communication is key in a process that needs to cost-productive.

It is very important to have the whole team on board and be aware of important decisions. Insecurities and mental barriers may arise as a result of a lack of contact among employees. This often happens when an outside source implements the CRM, and the managers are unable to explain and support the staff on how it works.

Business man in a blue shirt appears in the background of the text, highlighted in yellow saying "four things to do before implementing a CRM".
Learn how to implement a Customer Relationship Manager tool at your company.

3. Training

The logical conclusion after a great plan and establishing communication with your team is training them.

Training is critical to every CRM deployment strategy’s progress. It’s impractical to ask the team to be profitable right away after introducing a new method or software program.

Find out how much preparation the tech company offers. Ensure your staff have enough training before and after deployment to get the most out of your investment.

4. Integrating your systems with the CRM

Almost all companies’ operations can be automated and integrated. It is possible that you already run some software that does one of the tasks a CRM does. This happens because these networks are not related to one another, and there is no data flow between them.

This can lead to increased costs and decreased productivity. So, understanding the needs of the enterprise and its workforce is a critical aspect of selecting a CRM software tool for the company. A good CRM implementation must ensure that the software is effective in helping Sales, Managers, Marketing, and any other sector of the company.

So, do you feel you are ready to implement CRM in your company? Take a look at how AbriSuite can help you.

Skip to content