9 CRM Best Practices
To make the CRM implementation easier for you and your company, here are a few things to keep in mind.
#1 Value – the value of the process of adding a CRM system will make it much easier on everyone.
#2 Budget – nothing of value comes cheap. This is the same with a CRM system. It costs money, human power and time. It will also reap rewards down the road.
#3 Back Up Everything – You will need all of your files. Get them in order. Tell every person to make a copy of the files they need to work with. Centralize all of the data and make it easier on everyone.
#4Tell every department what is going on. Let them know who this will help the sale department and how it will help make the marketing department’s job easier. Make them part of the team by telling them you need their help and asking them to get this data ready for you and the CRM system.
#5 Be the leader you are. When you show your staff and the departments you want to make work easier for them, it shows you care. Tell them and show them how the system will make their job much easier.
#6. Build Trust with your software dealer. Do business with someone who earns your trust. See a demo of their software and see if you like it.
#7 It is okay to go slow. Do not try and upgrade every department at the same time. Change is not something that can be dished out like fast food. CRM implementation will work better in small doses.
#8 Show your team the benefits of CRM and how it will be better for them and lighten their workload.
#9 Always be willing to make your company better even if this means getting use to the process of CRM systems.