As discussed on this blog, it’s important to start slow and grow (see #5 in this blog post), and ease your company and team into CRM. That means picking just a few priorities at most to focus on at each phase of your implementation. When you feel like your team has embraced the functionality in Phase 1, move to the next phase and so on.
But while it’s definitely important to take a phased approach, it’s equally as important to start with the end in mind. For example, if you know you want to eventually integrate your CRM system into your ERP/business information system, make sure your CRM setup will allow for that when you’re ready. Or if you know you want to eventually integrate marketing campaign results by contact into the CRM, get the plumbing in place early on.
Work with your CRM provider to position your system for every phase of your implementation, and not just the first. The idea is that you won’t have to reinvent the wheel or do major surgery when you want to move forward on new initiatives.
>> SalesProcess360 is happy to help you map out your CRM journey, whether you already have a CRM system or you’re just getting started. Give us a call at 504-355-1150 or email [email protected].