CRM implementation: Here's what you should watch out for!

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You would like to introduce a CRM system? Then you have to consider many things. Learn helpful tips & solutions in the Salesfive guide now!

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CRM systems also have their challenges and risks:

  • An inappropriate or poorly implemented CRM system can quickly lead to high administrative expenses for a company

  • Depending on the size and structure of a company's processes, the introduction of a CRM system may require extensive restructuring measures and is associated with certain costs (which, however, usually pay off!).

  • A CRM system alone does not create added value; only its correct use does. Employee training courses tailored to the respective system are therefore a prerequisite for the optimal development of the benefits of a CRM system. 

The following are a number of tips for a suitable approach to implementing a CRM system: 

  • STEP-BY-STEP: Employees learn best step by step, therefore a step-by-step implementation of the CRM system is recommended.

  • AGILITY: With agile project management and incremental approach, the CRM system can be continuously adapted to emerging needs and innovations released during the implementation phase can be directly incorporated

  • PLANNING: About employee motivation and budget risks, planning should be done in such a way that no more than a few weeks or months should pass from scoping to roll-out and successes should be visible after a short time. 

Our conclusion - Why you should definitely use a CRM system.

The introduction of a CRM system is one of the most important steps towards digitization. While switching to a CRM system is not an easy undertaking and reconciling all data and processes to a new system can take a lot of time and effort, the effort will more than pay off in the long run.

Only a unified data source, as provided by a CRM system, enables the management and analysis of large amounts of data, which nowadays indisputably counts as one of the main sources for the success of any company. A CRM system not only enables an increase in efficiency through the optimization of internal company processes, but the 360-degree view of the customer also enables companies to perfectly tailor their services to the needs of their customers and thus increase the satisfaction and loyalty of their customers.

Do you still have questions about Salesforce or are you ready to go digital?

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