Implementing an Online CRM Solution Successfully Requires Planning

Companies are always in a hurry to implement an online CRM solution in their whole organization at the same time. This is because they are eager to savor the anticipated returns of implementing such a system. While it is true that these returns are good and worth looking forward to, what many companies do not realize is that the implementation of such a system will bring a significant change to their organizations. This is why it is a wise move to implement such a system in stages.

Like any other project, the time you take to prepare for it determines the success rate of your project. The more time you take to prepare, the higher your chances of success. The same principle applies to implementing an CRM online solution in your organization. The more you prepare for the actual implementation of the project the higher the chances that it will be a success and beneficial to your company. If the project is successful, it will not only be beneficial to your sales team and marketing department but to your entire organization including the technical department.

What do you wish to achieve with your CRM solution 

The process of implementing an online CRM solution in your organization is best started by clearly establishing the goals you wish to attain by implementing CRM. How will the CRM solution be helpful to the individuals who will be using it on a daily basis? Does it make their work easier, and if it does, to what extent? Your goal might be to reduce the time it takes for a sale to go through. If it normally takes 2 months, you can aim to do it in 2 weeks.

Remember you must set measurable goals. This is the only way you will be able to tell whether the implementation of the CRM solution in your organization was a success or not. Once you have established clear measurable goals, then you need to create a clear path for achieving these goals. This is a big project and you will need to be on top of things at all times. Start by identifying project managers who will be in charge of discussing strategy, monitoring the progress and solving any problems that might arise.

Launch a test project first 

The key to implementing a successful online CRM solution is starting with a pilot program. This is a small program to be tested by a small group of employees in your organization. Make sure the group is comprised of people eager to try out technology. These people will learn quickly how to use the program tools effectively. Your project managers will need to maintain contact with this group and offer support when needed.

The people in this test group will be the ones showing the other people in your organization how to use the program. A good enthusiastic test group will sell the idea of the CRM solution to many people in your organization while at the same time using the technology to support your company’s CRM efforts. Planning and implementing a good pilot program will pave the way for a successful implementation of the program in the whole organization. This will lead to a return on investment on the online CRM solution faster than if you had rolled out without testing first.

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