When many companies start implementing customer relationship management (CRM), they dive right into the deep end. But when you’re implementing a CRM system, you must take a lot of steps to get the most from your system. So you should start by testing the waters and making sure you can swim.
When it comes to CRM, you shouldn’t be slacking. Instead, think about these 5 things you may be lacking:
Lack of Planning
When it’s time to implement CRM, it’s common for companies to only plan for the near future. They know they have an immediate need, and they want to get things rolling. So they figure they’ll deal with the rest later. But if you don’t plan for the future, it can cause headaches before you get very far down the road.
Your CRM should change and evolve with your business. But it can’t do that if you aren’t thinking about the future. However, good CRM is designed with company growth in mind, which allows for expansion, refinement, and other future needs.
Lack of Phases
Without a plan for the future, companies often overlook the need to break down their CRM project into phases. For instance, planning the system is one distinct stage. Other stages include user testing, design revision, and employee training.
If you try to rush the process by combining or skipping these stages, you’ll usually end up with serious problems later in the implementation. To keep the overall process moving smoothly, it’s essential to keep each stage manageable and make sure it has realistic timelines.
Lack of Training
This process sounds simple enough: You implement the system and train your employees. You’re all set, right? Not quite. While some companies invest in training when they first roll out a new system, they don’t keep it up after that initial training.