A business can end up spending thousands of dollars and countless hours implementing a new CRM without the right strategy. This is why it’s important to set your project scope, goals, and implementation method, and prepare employees for the new technology prior to installation. If you’re in the process of moving to a new CRM system, here is how you can fast-track your implementation.
Selecting a cloud-based CRM is probably one of the best ways you can fast-track your CRM implementation. With cloud-based CRM software. you can be up and running in no time. All you need is an internet connection; you’ll be able to sign-in online from your computer or mobile device and be up-and-running in no time.
This makes it easy for all users to access the same data at any time and from anywhere. It also proceeds you don’t have to pay for any additional hardware such as on-premise servers or worry about data management and storage.
Additionally, there is no concern about having a permanent IT professional for complex hardware installations, upgrades, and maintenance, since all of this is done remotely by your cloud CRM provider.
To fast-track your CRM implementation, it is imperative that you get buy-in from all stakeholders, and engage your end users. In fact, this is one reason why many CRM projects fail key stakeholders, with executive management, project managers, and super-users, are not involved from the beginning.
By getting all key stakeholders involved early on, by asking them for ideas and their concerns, you’ll be able to speed up the project approval process and increase the CRM project’s success. So, take the time to get your team on board, it will be worth it in the end.
If your team doesn’t already know how to get the most out of their CRM, they’ll need proper training. By starting the training period early, you’ll establish best practices and make obvious how the new system will support your company’s goals. This will enable you to fast-track your CRM implementation.
Encouraging your team to participate regularly in CRM training courses will increase their awareness of features, functions, and usability, and they’ll be more efficient in working with the system. Providing ongoing CRM training will help you meet your realization goals, and have a high user adoption rate.
Another way you can fast-track your CRM implementation is by integrating your CRM system with other business supervision solutions, such as your ERP, marketing system, payroll, and more.
At Commencement, our integrations are easy to implement and don’t require mapping or coding, and we will have your customized incorporation ready quickly. Additionally, the number of ERP’s, CRM’s, and apps we integrate with our cloud-based apps, Commencement SYNC, and IoT Pulse, is always growing.