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Obtain top-level support for the CRM implementation. |
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Create a small project team to define CRM business requirements. |
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Include a project leader and at least one representative from sales, marketing and customer service. |
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Prioritise your requirements in a CRM system, you probably won’t need everything on your list from day one. |
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Evaluate a number of products. |
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Choose a business partner who understands the product that’s best for you. |
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Customer Data, consider what data is dispersed in the company today and understand how and when this is transferred to a new CRM system. |
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Establish how your business partner will communicate with your project manager throughout the life of the project. |
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Clearly establish the costs involved in implementing your CRM system – expectation-setting in this area is critical to success. |
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Train your staff so they are CRM-confident and see the benefits of your new system. That way, they’ll use it. |
