Selecting the right CRM for your organization can take hours of research. You want to find the application that will boost sales efficiency, eliminate manual work, and organize your data, among other features. Once you find your CRM, it may feel like a huge relief, but the work should not stop there.
Buying a CRM and telling your team to start using it is like throwing them to the wolves, especially if they have little to no experience using this kind of application. As important as your research is to find the right CRM for your company, so is finding the right way to implement your CRM.
Most CRM applications let you customize fields, layouts, user permissions, automation, etc. These implementation efforts are just as important as your initial research because they will help you get buy-in from your users. If you can show them how the application will make them more efficient from the start, they will be more likely to use the application to it fullest.
An article from Technology Advice details best practices to implementing a CRM application, we highlight some of these below.
By now, businesses of various sizes, industries and product lines have implemented a Customer Relationship Management (CRM) application to enhance their sales productivity. In fact, according to SuperOffice, 91% of businesses with over 11 employees now use CRM, compared to 50% of those with 10 employees or less. If you don’t already have a CRM, now is the time to implement a system and to start using the helpful features of one to boost your sales and sell smarter. However, implementing a CRM isn’t enough - you must commit to your CRM and use its features to their fullest potential in order to reap the benefits...
In an article from techadvisory.org, they explain a few ways to make the most out of your CRM. We highlight them below.
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