Implementing CRM is a challenge for many organizations because it involves all employees and changes at every level of the organization and creates a lot of expectations. Also, a well implemented CRM can enhance your client experience and bring a direct positive impact on your business level. Thus, at UpCRM we are supporting our clients on the following key factors that impact a CRM implementation:
Define clear business needs and objectives:
CRM should support your internal organization and processes. So, before talking about CRM implementation, you must take enough time and invest enough energy on your own company’s vision, priorities and areas for improvement.
Always keep in mind that CRM can and has to adapt to your structure, not the opposite.
Think about your company’s priorities, the added value expected from CRM implementation, concerned departments, number of users and the business part that will be handled on CRM with every single process involved.
Most of companies have their own Data organization based on their internal tools (specially ERP) and processes flows.
After overall business need specification, you must ask key questions: How to make my internal IT systems and CRM work together? How to optimize my processes and data Management? Do I want to add pricing, billing, …? And with which tool should I link or integrate to proceed? What are the prerequisites and are my ERP and internal tools capable to communicate with the new CRM?
Defining the right CRM solution:
Salesforce is a comprehensive platform, offering solutions for Sales, Services, Marketing, e-commerce, and other variant fields helping businesses to go deeper on customer satisfaction strategies.
It’s then really important to identify the right option from the very rich Salesforce ecosystem covering 360° customer centric approach.