The CRM implementation checklist for SME’s


The significance of having the right CRM installed in your business system is overwhelmingly high, regardless of the volume of consumers you have. A good CRM system is more than just a software as it serves as a bridge when it comes to strengthening your relationship with customers. However, the success of a CRM system relies on the way you implement it. Recent studies indicate that a CRM system, when utilized to its maximum, can surge the sales by as much as 29%. This certainly makes a strong statement indeed!

Below are some of the steps you need to follow to make sure that your CRM is implemented and utilized to its maximum.

1. Determine your CRM strategy

Before bringing CRM into practical use, it is always good to pinpoint your tasks or targets that you wish to accomplish, as well as the pathway for meeting those targets. Having said that, it is also advised to analyze your KPI’s so that you can continue checking your CRM’s success, and adjust them accordingly. As soon as you have developed a sound strategy, it should be shared with all the employees, so that they are on the same page.

2. Pick the right CRM for your business

Many hundreds of CRM systems have been designed to meet various budget requirements. No sooner than you have completely identified what you need in a CRM, go for the research and pick the one that best suits your needs.

3. Keep it Simple

To be able to use CRM for a longer period of time and on a regular basis, there shouldn’t be any complications involved in the process. It is better to train the employees in advance, on the functioning of CRM. The more complicated the process, the more hectic it gets for the employees to handle the tasks.

4. Listen to what your customers are saying

Take it as your responsibility to listen to what your customers have to say about your company. Moreover, carefully assess the complaints you have had from them recently, and see how they were settled. Also, in what ways can your new CRM prevent such complaints in the future? This customer centric approach will help you in shortlisting the areas that need to be focused with your CRM.

5. Integrate your CRM with other systems

In order to ensure an effective functioning of the CRM system, it should be connected with other frequently used systems or tools. Integrating your CRM this way would leave you with spare time and resources.

6. Create an internal guidelines document

No matter how strong your business is, you would ultimately have to save the unique specifications and guidelines of your CRM (such as data entry and new sale input) somewhere in your system. For an easy access, your company’s intranet is one of the best places to store this information.

7. Be specific in using features

Your CRM will bring you a whole lot of features, however, be sure to specifically use the features that find correspondence in your business and that smoothens the ongoing processes in your organization. It is always beneficial to consult with the team and establish your priorities.

8. Stick with essential fields
You can always strive to get the required data from your CRM, but in doing so, you cannot over burden your team with excessive and irrelevant tasks. No doubt, you would always want your team to be doing productive tasks for you rather than wasting time on typing trivial details in the CRM.

9. Make sure your hardware keeps up

One of the most significant things to be done is to ensure that your personal computers are regularly being updated, otherwise, it is expected that your CRM might run slow which adds to the frustration of the employees.

10. Evaluate

It is always advantageous to constantly evaluate your CRM and see how your business is getting benefitted with it. You can discuss it with your team to assess how well acquainted they are and what problems they face with CRM. This way, you can not only maximize its utilization but can also get desirable results.