Having a project plan ready for CRM Implementation

CRM Implementation

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 info@maplecrm.com

Why Implement a CRM System??

In today’s world, information is exchanged at a rapid pace, and in general, people are more impatient as they are now accustomed to on-demand access to information.  In turn, your customers require instant responses to their inquiries. A CRM software/SaaS system can facilitate access to important customer (and prospect) information with a few mouse clicks, instead of searching through filing cabinets, sending customers to voice mail, or running down the hall to track down salespeople.

Here’s a breakdown on why customers leave, according to a recent survey by Business Brief.

  1. 1% pass away
  2. 3% move
  3. 14% are lured by a competitor
  4. 14% are turned away by product or service dissatisfaction
  5. 68% leave because of poor attitude or indifference

When customers have to wait for information, they can quickly become dissatisfied, and they can perceive a lack of interest on your part.  Dissatisfaction ultimately leads to lost clients and lost revenue.

Executives need to ask themselves some important questions?

  1. Do I, my customer service team, AND my sales team have visibility into customer records, sales pipeline, and prospect information in real-time at a moment’s notice?
  2. Have multiple salespeople called on the same customer or prospect?
  3. Are salespeople able to access customer/prospect information when they are out of the office?
  4. And with sales often out of the office, can employees answering the phones respond to customer questions on the spot, instead of routing them to voice mail?
  5. Do my customers feel discouraged when they have to wait for information?

Maple CRM (Customer Relationship Management) software can answer these questions, solving today’s dilemmas, by providing a data storage center for customer/prospect communications and paperwork.

If that’s something you are interested in, I welcome you to check the below

URL: http://maplecrm.com/free-crm-trial-india/

Making the process simpler – The CRM perspective

Before Dropbox, LinkedIn, Hootsuite, Hubspot, Tumblr and the many social business tools to connect, share and collaborate across the business functions, people were concerned with a more basic question: how do I access my files on another machine?

If you were in sales operations, it was how to keep a customer proposal somewhere that had more than the 20MB of storage on your desktop computer; maintaining forecasting numbers on a VisiCalc (Visible Calculator) spreadsheet on a non-graphical user interface; and if you were lucky, email to your peers, employees or managers to ask, beg and plead for customer information across the company.

Sharing was still a strange idea. Most of the network access was more to have access to large storage space, which was typically broken up and distributed across employees as separate areas. There wasn’t really as much actual sharing in file sharing, between people at the time.

So what if at that time, there was a single application that could, as a team, manage customer records, manage calendars, track sales interactions, and even be used to track and forecast sales, and generally become a common sales and marketing automation system?

There was once a time when only the contact managers are what empowered and enchanted the line-level business people. It enabled them to build relationships and work as a team through those relationships. But management was fearful. They were fearful that salespeople would walk out the door with the contacts. They were fearful that the salesperson wouldn’t do what they were supposed to do. They didn’t trust them. And they wanted a pipeline forecast [so] they can figure out future growth. And thus the CRM was invented…

That was … the Golden Era of engagement and relationship management, workgroup/contact management, (and sales force automation). CRM evolved from that. In many respects, CRM took over the line management and they forgot the sales guys. And now the era of Cloud CRM starts which gives the power of engagement, customer relationships, sales automation, and collaboration, tying together content calendar and communication into one cohesive platform and integrating sales, marketing and support, thus making itself a wholesome package for any organisation to be more productive in the long run with systematic steps, minimizing the total efforts.

Do you need a CRM System?

Know What You Need– Before beginning the quest to find the perfect system, have the following information ready.

  1.  Ask yourself what your goals are. What processes do you need to simplify?
  2.  Determine your typical sales pipeline. What stages do your leads go through to convert to sales?
  3.  How do you get your leads? Understanding the best way to get the  proper data for your leads into your system is vital.

Most CRMs can be used as it is, but if you want your employees (and yourself) to really embrace it, it will probably need to be customized to match the way your company walks and talks.

Maple CRM will help you determine what will work best for your business. We will help you decide which system to go with, customize it to suit your needs, train your people and maintain it.

In short, Maple CRM system will help you keep up with your competition, close more sales, and keep more customers. The key is taking the time to get the right system in place and customizing it.

Click on the link below and let us serve you better.


CRM Integrations for Business

CRM lets your manage your customers, your prospects and your sales. CRMs can be either web based or stand along systems and help in keeping track of people and their relationships to you.

What exactly is the purpose of a CRM?
It is just not a business software that can help you smoothen your work process but it will help you to solve all those hectic work that has been eating your time and energy. Yes, it truly can eliminate the difficult task of your business.

No, it does not solve only your administration work but also simplifies your sales and marketing process and brings more profits, plus it brings in an efficient tool for managing customer service.

How can it help you attract and retain more customers?
The benefits of using a CRM for your company are a more streamlined sales process, increased customer interaction and the ability to not only keep track of the people but also to nurture those relationships to provide continued success.

What is CRM integration?
CRM integration is to bring together other applications or functionalities along with CRM to function together seamlessly. Instead of using the CRM just the way it is, you can integrate and make it much more useful to perform.

Integrations can include various functionalities like website integration, email integration, third party software integrations etc. So you can leverage the benefit of integration and make it possible to use anything that you need when your CRM does not support it.

With website integrations, you can easily bring in valuable customer data or leads directly into your CRM. Integrations like SMS or telephone lets you work on CRM with just the use of SMS or telephone calls. Your sales representative or your customers need not access CRM to find details or add more details.

No matter what you or your company does, you must retain your customer and lead information and this is where CRM can be extremely valuable.

Whether you have a CRM already picked or you are looking for advice on where to begin and how, consultants such as ClientFisher can provide the best information for your business.

For further information, visit Website Integration or SMS integration details page.