Steps to Implementing CRM

  1. It may be necessary to use your suppliers’ consultants to make any changes or modify the system in order to meet your exact requirements.
  2. Depending on the system, you may either have to install the software on the main server and potentially a copy on remote users’ laptops. For example, if you have mobile sales people they may need to access the CRM data while on the move.
  3. Make sure that you have a capable administrator trained, who can add new users and give access to the relevant personnel. Likewise you may want some people to be able to access information but not to make any changes to it. For example, while it may be necessary for sales people to access the system, you may not want them to be able to change any information unless it is their own customers.
  4. If the organisation has someone who is responsible for personnel matters, they should be kept involved with all of the processes and procedures.
  5. Only certain senior level personnel should have access to view the all modules as you don’t want everyone to be able to see confidential information.
  6. User training. This is simply to ensure that everyone is comfortable with the CRM package and to help them set it up in order to meet their requirements.
  7. Communicate to all users and put a policy in place that ensures that the system is used and updated on a daily basis.