Implementing crm for your business
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The document outlines key considerations for implementing a Customer Relationship Management (CRM) system, emphasizing that nearly 63% of new CRM implementations fail and highlighting the importance of thorough planning. It poses critical questions for businesses to evaluate their current processes and requirements before adoption, including lead generation strategies and sales team readiness. Additionally, it offers guidance on subscription models, data management, and potential implementation timelines to help organizations achieve successful CRM integration.
Implementing crm for your business
- 1. Implementing CRM for your business: Here’s what you need to know http://www.rolustech.com/
- 2. Implementing CRM for your new business: Yes you can do it yourself http://www.rolustech.com/
- 3. How to Prepare yourself for CRM Implementation http://www.rolustech.com/
- 4. How to Prepare yourself for CRM Implementation http://www.rolustech.com/ • According to research, almost 63% of new CRM Implementations fail at first for several reasons. (To know more read our Top 5 CRM Implementation Mistakes) • Before implementing a CRM system most companies have already done their homework beforehand and then choose the best possible solution that fits their needs • Planning is where most companies should spend a good amount of time and thought. • Trust me, after implementing CRM solutions for more than 500 firms across the globe, this is a hard learned piece of advice that Rolustech wants to emphasize on and guide new adopters accordingly. • Before implementing CRM your attention should be focused on asking yourself the following questions and well if you can answer to majority of them, you can go ahead and start implementing CRM.
- 5. How Does your Sales Processes work? http://www.rolustech.com/
- 6. How Does your Sales Processes work? http://www.rolustech.com/ • What is your present lead generation strategy • Through which channels are you currently marketing your product/service? • How do you think a CRM can help make this process better? • What is the reporting mechanism in your sales process? Can CRM cater to that or would need custom modules and workflows for it? • Are your Salespeople trained and willing to use a CRM? Here’s what can help • what are some integrations/plugins that can make your job easier • How do you currently handle post sales service?
- 7. How moving towards CRM implementation can help you improve your existing processes? http://www.rolustech.com/ • What departments at your workplace will use CRM and what for? • What are those processes that you want to automate with CRM • Would you need integrations for Accounting and Finance platforms like QuickBooks or Xero? • Which CRM plugins would best suit your needs? • What reporting hierarchy would be followed? Would you need a reporting mechanism? • What roles would be defined in CRM and who will have access to which information?
- 8. Your CRM subscription Model http://www.rolustech.com/ • Are you going with a one-time buy or will have subscription based model? Monthly or yearly? • Have you already decided on on-premise or on-demand hosting? • How and where will your data be backed-up? • What will be the ROI of your CRM? How to calculate it?
- 9. The time it will take for your CRM implementation http://www.rolustech.com/
- 10. The time it will take for your CRM implementation http://www.rolustech.com/ • How much time will the implementation take? • But I am a startup? More than two weeks is a lot of time? What do I do? • Would my existing systems get disrupted for some time? If so what do I need to avoid it? • How many weeks should you wait before CRM implementation gets streamlined? • Will I be facing any glitches in future? If so how/who should I call for help?
- 11. Want answers to all these questions? http://www.rolustech.com/
- 12. Yes we can help you! http://www.rolustech.com/ • After handling hundreds of companies and dealing with their different problems and complex scenarios we do know how to make CRM implementation successful. • What we also know is how CRM can fit your organization like a glove keeping in mind the scale and scope of your operations. • We have a long history of working with CRM startups and mentored many businesses like yours to get to best ROI on their CRM Implementation. • We’d love to talk to you! So?
- 13. Contact us http://www.rolustech.com/ Get in touch with us here. info@rolustech.com Twitter LinkedIn