The success of a CRM project greatly depends on the planning and strategy that has been done for the CRM implementation. The CRM Implementation project plan is like a road map connected to various activities of each department which must be clearly defined and understood to make it work.
This article can help you plan on the successful CRM implementation, so lets get started.
1. Detailed Analysis
Ensure to review your internal process. What are the steps involved from the initial contact of the customer to winning the deal? How does the contact get allocated and assigned? What are the most time consuming steps? What steps in the process can be automated? etc.
2. Current System
How are the quotations and invoices being generated? How does the team manage the documents? How are all the details recorded and where is it stored? If you were already using a different system, then what went wrong with it? This can help you have clear idea on what you can expect from your CRM system and how to implement the missing points.
3. Get the team involved
Talk to your team and understand the pain points of their work process and what can help them to improve their productivity. Understand which people are involved in what process and how this can be set in place when you have a CRM system.
4. The data migration
Understand the possibility of migrating your existing data into the system and also ensure to move away the junk data which is no longer needed so that once your CRM system is ready, your team can focus on the things that are needed to. The unnecessary administrative work need not be pushed again into the CRM.
Once you have the above points ready, chalk out a plan on the kick off dates. Each of the stage can have a time line associated based on the priorities for your process.
The CRM configuration is the base to get your CRM process into the execution. So it is important that you have the configuration plan ready based on the above points discussed. Altering the configuration after the system being rolled out can bring chaos to the entire plan and also to the team.
Remember not everything can happen in one day. Configuration is one side of the story. But the other side is when your team has to get involved, start understanding the system and get the CRM system rooted into their everyday process and only after certain period of time things would change and the process becomes much easier.
If you would like me to help you on the above plan or answer any questions on what is involved in a CRM implementation, then contact me at +91 95389 25641 . You can also send your email to firstname.lastname@example.org