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Best Practices for a CRM Implementation

Written By: Cliff Ford on June 4, 2013 No Comment

Best Practices - CRM Implementation

Having an effective customer relationship management (CRM) system means that the customer is at the heart of your business.

It is crucial to get acquainted with CRM best practices before implementing your system.

Get Everyone Involved. Having a successful CRM implementation means effective involvement of all your employees – from upper management to the newest sales rep or lead qualifier. Without such commitment to get everyone involved, we have seen that the CRM implementation not only tends to fail, but the front-line employees (i.e. sales) end up discouraging employees in other departments such as support and fulfillment.

CRM Implementation – Top 3 Best Practices

Build Team. One of the most important CRM best practices is to build a solid CRM requirements and testing team prior to implementing any software or new marketing strategy. Combining management, accounting, and your customer service center with your technical (rollout) team allows you to maximize the potential for the CRM implementation.

Define Requirements. Once everyone is on the same page, the business objectives and strategy must be clearly defined such that all key players understand and agree. One starting point is the need to identify the customer base and sales potential. Large companies that offer a variety of products and services may have some trouble identifying a typical customer profile. But finding out what each type of customer needs is an good starting point for designing a CRM system.

Business Processes and Customer Interaction. Next, your business will want to understand how your customers prefer to be comunicated with and what their expectations are.

Identify which of your current business processes affect the customer service experience and then look to see how they can be improved. You will want to start with areas that provide the biggest impact and greatest results.


Free Download - CRM Excel Tool - TCO CalculatorFree TCO Pricing Calculator for CRM Implementations

Click to get this Free CRM TCO Cost Calculator Tool – based on Gartner.

With this tool, you will be able to view the crucial TCO factors that are important for any CRM implementation. We have also included data for evaluating CRM software systems such as Microsoft Dynamics CRM, Siebel, SAP, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 5 Year Total Cost of Ownership for both SaaS and Licensed pricing models.

Pricing Items discussed:

  • Annual Subscription
  • User price
  • Service
  • Hardware (incl. Users)
  • Rollout
  • Staff
  • Mobile
  • and much more.

==>Click HERE to Download the CRM calculation tool<==



About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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