5 Tips for Successfully Implementing CRM

To successfully implement customer relationship management software from GoldMine CRM or other CRM vendors (http://www.moreproductive.com/), consider both business and technical aspects of the system.  Here are five tips for successful CRM integration (http://www.moreproductive.com/).

To successfully implement customer relationship management software from GoldMine CRM or other CRM vendors (http://www.moreproductive.com/), consider both business and technical aspects of the system.  Here are five tips for successful CRM integration (http://www.moreproductive.com/).
1. Decide on an approach.   Departments may have differing opinions on how to best integrate a CRM solution.   IT department may have one perspective, while marketing or management may champion other priorities.  Achieve the optimum solution by addressing the needs of all relevant areas, so the new system will satisfactorily increase productivity throughout the entire company.   Management should also review the new system, so it will efficiently support each department’s reporting and analysis needs.  A competent CRM consultant is an invaluable resource to help you customize your system most effectively. 
2.  Have all technical specifications ready.  In preparation for implementing CRM, have all required system specifications in place and operational.   Servers and laptops as well as devices with remote access, such as cell phones, should be able to interface effectively with the new software.  Also the new system should properly integrate with other existing systems (i.e. accounting, ERP). 
3. Integrate Existing Data Effectively.  All existing data should be de-duped and checked for data integrity before centralizing and incorporating into the new system.   Remember to check and consolidate data in overlooked places, such as excel spreadsheets, Outlook and MS Word.
4. Check Security Systems.  Implementing CRM should not compromise the security systems already in place among the groups, users, records and fields.  Review all security systems well in advance, and make any changes necessary to keep them operational within the new system.
5. Create Internal Support.  Identify a key resource to help facilitate user training and support at the company. For larger user bases, “train the trainer” can work well. An individual or team well versed in the use of the new system can also serve as an effective liaison between the CRM consultant and the company.  Make sure to have a post implementation support program put in place, in case any changes need to be made after the launch. 
In most cases, CRM integration is a major event that affects the entire company.  Proper forethought, technical preparation and a good consultant can be the keys to a successful implementation.

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