The process of implementing CRM should begin with a thorough analysis of the needs and training of employees. What is the best crm system? Of course, the one that best suits the tasks of the company. Otherwise, the introduction of CRM will only complicate the work, not make it easier.

What you need to consider before you choose a CRM?

Step 1: Decide on your goals
First you need to understand what your business needs a CRM system for. How it will be used, what tasks need to be solved with CRM and in what way.

Step 2: Establish the stages of the sales funnel
Having a ready-made sales funnel diagram is necessary to set up your CRM system properly. Here it is important not to miss a single detail and to think about possible deviations from the normal scheme: for example, if the client does not answer the phone. Incorrectly configured or insufficiently thought through the sales funnel leads to “drop out” of the leads.

Step 3: Conduct onboarding with your employees
In this step you need to analyze which specialists or departments the customer interacts with from first contact to purchase. Is the customer only a sales manager or can account managers, product managers, and other specialists communicate with him/her? In addition, it is necessary to analyze the communication process within the company. How exactly does the manager interact with the client and his/her colleagues?

Step 4: Identify the processes which need to be automated
If the company does not yet have well-established business processes, before the installation of SRM they must be prescribed and worked through manually. Only after that you can think about which business processes are important to automate, and which should be done manually. Besides it is necessary to understand how exactly (in what way) to automate one or another process.

Step 5. Choose the right CRM
Only after the company has a clear understanding of the sales funnel stages, has established business processes, clearly sees its needs and goals in respect of CRM, the time comes to choose the program.

Individual entrepreneurs, small and medium-sized businesses are important parameters such as the convenience of the program, ease of installation, flexibility and reasonable price CRM. In this case, you should take a closer look at NetHunt – an intuitive CRM for Gmail.

Step 6: Check the efficiency
The process of implementing a CRM doesn’t end once it’s installed. First, the first step is to make sure that all employees understand what the CRM system is, how it works, and use the program. Secondly, in the process of using it, any deficiencies may be revealed. They either need to be corrected or the choice of CRM needs to be reconsidered. In this sense, a free trial period is useful, during which you can assess how suitable to you this CRM.

Categories : Categories : CRM systems work