22 July 202O
How to Implement Your CRM without getting into A Vicious Cycle

The process of deploying CRM software for the business to track and maintain its interaction with customers, both current and potential, is called CRM (customer relationship management) implementation. Businesses goal for CRM implementation is to get higher sales, more prospects, and enhanced client gratification. RexSoft knows how many difficulties the process involves after having experience in implementing platform-based and custom CRMs for more than 7 years thats why there is no shock to us that about 70% of CRM implementation projects miss their goals. Taking the following CRM implementation steps you can handle implementation difficulties successfully and secure the implementation ROI from $2.50 to $5.60 for every dollar invested.

CRM implementation steps

#1: Define the plan

A solid strategy is how every successful example in RexSoft CRM implementation portfolio started. The items included in this step are objects of the CRM, business areas CRM is to cover (sales, marketing, customer service), processes CRM will support. If improving sales results is your high-priority task you may start with sales CRM implementation. Succeeding in sales KPIs you may add a marketing or a client service solution to your CRM. Providing that you’re ready for massive digital transformation and creating brand new business processes in sales, client service, and marketing, your option might be the implementation of CRM solutions for all 3 business fields. To maximize your implementation value, get expanded visibility of clients’ data, and enable better collaboration between departments, you would need to integrate these solutions.

#2: Plan the implementation strategy

Planning a project means breaking down the CRM design into manageable steps with clear timelines. The generalized representation of CRM implementation stages:
-CRM consultation - analyzing the current business needs and determining CRM solutions that have the functionality required. Customizations and integrations mapping happens during this stage as well.
-Data cleansing and migration -checking the business information for correctness and completeness and transferring it from legacy CRM or another system (e.g., spreadsheets) into the new CRM.
-Customization and custom CRM development -tailoring the CRM solution with special tools or code.Custom reports and dashboards, automated batch document updates, custom applications for in-house needs, CRM integration with other systems (e.g., ERP, an e-commerce site, DMS), automated workflows are the customization examples.
-Testing -inspection of the CRM system for insufficiencies and checking if the functionality runs accordingly to the requirements specification.
-Deployment -rolling out the ready CRM to the production environment.
-User instruction- teaching users about CRM functionality and the most efficient ways to use it.
-Post-implementation maintenance - controlling CRM’s performance, directing system issues, and additional improvement of CRM features and means to adhere to changing business needs.

#3: Evaluate the risks

Visualization of every CRM's implementation obstacles is not always possible, but here are some of the most typical risks:

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-CRM that users don’t want to use because it is not convenient

That doesn't matter how smart and useful CRM is, if it’s inconvenient for the end-users, they won’t take advantage of its capabilities to the full. To make sure the CRM is user-friendly, it’s important to survey the concerns the employees had with a previous CRM and design a new solution with this data in mind.

Exceeding the estimates

Even if the CRM features that are needed to be added are well known and it's understandable what business processes require automation, it’s difficult to get an exact estimation of the project’s span without a technical team’s guidance.If the requirements are changing quickly, and there are a lot of improvements to add to each stage, the plan can easily stray.
Technical consultants will obtain the business requirements, help plan them into CRM features, and give correct estimates of each design stage in working hours.

Transform the business with custom CRM implementation

CRM implementation done successfully will help the business grow:

  • 60% increased sales share.
  • 75% enhanced customer relations.
  • 30% improved customer recognition.
If you want to implement certified practices for your project and get expert support from CRM specialists, just let us know.

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