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Have you decided to go for customer relationship management software in your company? However, until the customer relationship management software is integrated and installed at your end, there may be many sleepless nights for you. At the end of the process, you may realize that the customer relationship management tool is not delivering as per your expectations.

Today, we will share with you seven simple steps that will ensure a smooth customer relationship management tool integration and implementation.

  1. Select ease of use over complex modules – Most managers are blown away by the demonstration of the CRM vendor and they make the mistake of selecting modules that promise amazing results. When the CRM tool is implemented, you will immediately see that it does not deliver what it promised. The reason is quite simple. Such modules become very difficult to master. Hence, you are better off dividing the same functionality over multiple simple-to-use modules.

  2. Form a core team from all departments – Many companies think that their technology team should be responsible for all installation and integration. Since the remainder of the staff is going to be the actual user, you should make a core team, which includes all departments. This will ensure a much smoother implementation process.

  3. Always be in control – As the person responsible for the implementation, always have a status check every week. This will help you understand the progress made and keep you in the loop. Never make the mistake of stepping back or out of the loop. All projects need direction and you should be at the forefront providing the same.

  4. Keep the rollout timelines short – One of the biggest mistakes made is that companies divide the CRM software rollout over so many phases that it takes too long to implement. Decide on the timelines beforehand and ensure that they are sufficiently short without hampering your daily business routines.

  5. Always keep your staff engaged in the entire process – Aside from the core team, keep releasing trials of functions that will affect the daily work once the system is rolled out. Ask your department heads to show the functionality to their team and provide feedback. Please specify that feedback cannot be that they do not want to implement it.

  6. Involve your clients during the rollout – Since customer relationship management tools are meant to benefit customers, offer your top clients a preview of the new modules. Allow them to see a demo version of the module you are going to roll out. This will go a long way in reassuring them that you are very much interested in offering better solutions.

  7. Always involve the top management in the rollout process – Since the customer relationship management tool will have an impact on the organization, always involve all the top management executives in this process. This will help them understand the entire rollout process and they will be able to see firsthand the impact it will have on the company.

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