Stages of direct implementation of CRM into the company's work

[subornaakter24]

Technical requirements from business coaches, consultants and other freeloaders of the B2B sphere are a waste of money . It is a fact: no sales trainer is qualified enough to draw up an adequate technical assignment; the most he can do is describe your sales and management system, but for a developer these are just fantasies that do not fit with the formal logic of software. If a vendor works with a bribed trainer and takes his technical requirements as a basis, this is a reason to doubt him;

every stage of all work must be covered with a clear indication of the cost (only the vendor calculates it) and the deadlines for completion - otherwise you will probably have to pay pastors in the us email list very large sums for modifications;

The technical specifications for CRM implementation must be approved as part of the contract - this is not a formality (a signed document protects both parties: the vendor - from regular changes in the customer's requirements, the customer - from unreasonable amounts to be paid by the developer).

Finally, you can start installing the basic licenses of the CRM system you have chosen (or launching and configuring the WEB application), and customizing the program specifically for each employee. There are some nuances here too.


Source: shutterstock.com

Importing data and entering data manually is the first stage of an employee using his new automated workstation (APM). The information that has been accumulated throughout the company's history must be transferred to the system - to fill the client base. On its basis, information capital will be created.

What is important when moving data during the implementation of a CRM system:

so that the information to be systematized is collected from all sources (documents, tables, paper media, etc.), including the notebooks and electronic records of the company's best salespeople: the information contained there is not their property - it is part of the client base, your asset, you should not lose it just because someone calls you a "principled cheapskate";

to keep the information in order , it is necessary to bring the files up to the standard specified by the vendor (this is not difficult), correct incorrect information, conduct an audit of contacts and transactions (delete outdated and incorrect data);

so that the migration options and conditions (from base to base, transfer of information to .csv or .xls, etc.) are determined together with the vendor ;

to prevent data loss (although there is currently no serious risk of this, just in case, you can do a test migration of a limited amount of information);

to ensure that the migration is carried out correctly (check the result selectively).

Graphical user interface settings (workplace GUI) - each employee should have the ability to customize the system (remove unnecessary sections and place the most popular ones on the CRM desktop to quickly open what is needed).