Our CRM Implementation Process

Preparation & Onboarding

Prepare for success by taking the time to properly onboard your team. By doing so, you will ensure that everyone is on the same page and understands how to use the CRM system correctly. By preparing and onboarding your team, you will set the foundation for a successful CRM implementation. Furthermore, you will be able to avoid any common pitfalls that can occur when implementing a new system. By being proactive and taking the time to prepare and onboard your team, you can ensure a smooth and successful CRM implementation.

Team designation

Team designation is the second step for CRM implementation. This team will be responsible for managing the system and keeping it updated with new customer data. The team should be comprised of individuals from different departments within the company, such as sales, marketing, and customer service. This will ensure that all aspects of the business are represented in the team and that decisions made about the system are fair and well-informed. To ensure that the team is effective, it is important to provide training on how to use the system and how to manage customer data. Additionally, team members should be encouraged to communicate regularly about their experiences with the system. By taking these steps, businesses can set their team up for success and ultimately create a more efficient and effective customer management process.

Customization & Configuration

Customization & Configuration is the third step for CRM implementation. After the system has been installed, it needs to be customized to meet the specific needs of the organization. Configuration includes setting up user permissions, establishing workflow rules, and determining which data fields will be visible to users. Customization, on the other hand, refers to making changes to the application itself, such as adding new features or modifying the existing interface. In most cases, both customization and configuration are required in order to get the most out of a CRM system. By carefully planning and executing this step of the implementation process, organizations can ensure that their CRM system will be set up for success.

 Data Migration 

Data migration is the fourth step for CRM implementation. Data migration is the process of transferring data from one system to another. In the context of CRM, data migration typically occurs when an organization moves from one CRM system to another. Data migration can be a complex and time-consuming process, but it is essential for a successful CRM implementation. There are a number of factors to consider when migrating data, such as data format, data volume, and data dependencies. A good data migration plan will take all of these factors into account and ensure that the data is transferred accurately and efficiently.

Training and Adoption 

Training and Adoption is the last step for CRM implementation. Once the system has been set up and configured, it is important to provide training to end users so they can adopt the new system. Training can be delivered in person, online, or through a mix of both. It is important to ensure that all users have the opportunity to learn about the new system and how it can be used to improve their workflows. In addition, it is important to provide support during the Training and Adoption phase so that users can ask questions and get help when needed. Once Training and Adoption is complete, the new system will be ready for use by all end users.