Home » Business, Consulting, Costs, Pricing and TCO (Total Cost of Ownership), CRM

Top 9 CRM Best Practices for Adoption and B2B

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

Best Practices for CRM Adoption-Strategy to Consider for B2B

This article discusses the top 9 best practices for CRM. Especially important is increasing the adoption rate within the B2B CRM environment. 

Managing Relationships with B2B CRM

If you have to build a database and manage relationships with any number of customers one of the best ways to do this is by using B2B CRM. B2B CRM simply stands for Customer relations management in the business to business environment, thus selling to other businesses rather than end users.. This CRM often uses software that helps you keep track of everything on an automatic basis.

Using an Adoption-Oriented CRM Software

As a business you should make it a goal to always be earning new clients and customers on an on going basis. You also have to keep your current clients happy and have past clients do more business with you. This all happens at the same time in every business. So, how do you keep track of it all? That is where the CRM system comes in.

Step up your performance

A CRM software system will help you to achieve the level of performance that you desire in your business by helping you keep track of your customers and leading you toward growth. The system will help all of your employees work at an efficient level saving them time and you money. Anytime you save time and money, which means you, will have a higher profit margin.

Get your Company on the same page with your B2B CRM

The truth is that B2B CRM and its implementation does not always come inexpensive. However, getting the whole company on the same track out weights the cost of the software and CRM implementation costs. At first you will spend time and money getting the CRM system up and running but soon, it will be making you money and saving your employees time.

Top 9 CRM Adoption Best Practices

To make the CRM implementation easier for you and your company, here are a few things to keep in mind.

CRM Tip #1 Communicate Value – the value of the process of adding a CRM system will make it much easier on everyone to accept the necessary change management.

CRM Tip #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.

CRM Tip #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.

CRM Tip #4 Tell 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.

CRM Tip #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.

CRM Tip #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.

CRM Tip #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.

CRM Tip #8 Show your team the benefits of CRM and how it will be better for them and lighten their workload.

CRM Tip #9 Always be willing to make your company better even if this means getting use to the process of CRM systems.

Free Download - CRM Excel Tool - CRM Feature ComparisonMatrix of the Top Adoption-Oriented CRM Systems

With this spreadsheet matrix, you will be able to compare the features of the top Adoption-rated CRM systems.

You will be able to evaluate the following CRM business software systems in regards to high adoption ratings: Microsoft Dynamics CRM, Infusion, Goldmine, Saleslogix, and more…

CRM evaluation topics include: Matrix of Adoption Features, CRM Licensing, Available CRM Modules such as Opportunites and Cases, Optional Network and Hardware Platforms, and more…

==>Click now to download our Matrix of the Top adoption oriented CRM systems<==

CRM Matrix includes:

  1. Breakdown of CRM Features
  2. Adoption Details (GUI, Lead Mgt, Roles and Security, Workflow, and much more).
  3. Entities (e.g. SFA, Marketing, Service, etc)
  4. Network (Microsoft, Linux, etc…)
  5. Pricing (Licensing, etc..)
  6. Industry/SIC/NAICS information

Free Download - CRM Excel Tool - CRM Price ComparisonFree B2B CRM Comparison Tool for Hosted vs Onsite Deployment

With this B2B comparison tool, you will be able to compare the various factors in the Web-Based B2B CRM vs Self-Hosted B2B CRM deployment models.

==>Click for our B2B CRM Comparison Excel 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

Incoming CRM search terms:

  • CRMBestPracticesAdoption|B2BCRMBestPractices|CRMSolutionComparison
  • crm budget
  • crm best practices adoption

Tags: , , , , , ,

Digg this!Add to del.icio.us!Stumble this!Add to Techorati!Share on Facebook!Seed Newsvine!Reddit!Add to Yahoo!

Comments are closed.

Partly powered by CleverPlugins.com   Copyright © 2009 CRM Solution Comparison, All rights reserved.| Powered by WordPress and CRM 2011 Partners | Blu Mag theme by Techblissonline.com