If you are planning to implement a CRM system Implementation of CRM should within a reasonable time frame, without unnecessary risks and disruption of work processes, we recommend that you first find out what the sales department needs?
In other words, what employee needs should the CRM satisfy?
After which it is important to define the fundamental criteria for compliance.
How to conduct such an analysis? We recommend following 3 steps.
1. Conduct interviews with salespeople
This way, you can identify both the problems communication directors email lists that employees regularly encounter and determine their expectations from the CRM.
Moreover, questions may concern difficulties in working with current tools, problems with access to information/role distribution and how to optimize your website images limited functionality, insufficient analytics and unclear (missing/outdated) reports, and the unfulfilled desire to interact with the necessary information in a “single window mode” and more.
2. Analyze the department’s business processes
In this case, it is worthwhile to examine current processes as objectively as possible, determine their strengths and weaknesses, identify existing and prospective risks that you should eliminate, and advantages that need to be preserved, increased united kingdom data and used as a growth point.
3. Define basic criteria for selecting a CRM
Using the information you have obtained earlier, decide what criteria your CRM system must meet and what will not be critical.
As practice shows, the following are among the fundamental criteria:
integration with existing systems: telephony, e-mail, ERP systems, the required version of accounting software;
convenience and ease of use. We recommend choosing an intuitive CRM that has a knowledge base that can provide answers to frequently asked questions and suggest how to set up the necessary processes;
functionality. Namely, what opportunities are provided for effective management of the client base and transactions;
analytics and reporting. To collect data, evaluate the information received and fully manage processes.
If the CRM under consideration does not allow you to set up the analytics you need for your case and generate template and individual reports based on employee KPIs, then you should move on to another “candidate”.
- So, let’s imagine that you have completed all 3 steps: you have a pool of requirements for the CRM system in your hands.
- After that, it remains to choose the appropriate one. Let’s assume that this is also done.
- The period of system implementation is coming. To increase the success of the procedure, you need to “sell” the CRM to employees.
- We’ll tell you how below.