CRM System Software | CRM Implementation - PerfectionGeeks

10 Steps to a Successful CRM Implementation

CRM System

What is CRM software?

Customer relationship management (CRM) execution is the process of installing CRM software so a corporation can handle current and potential consumer relationships. Successful CRM implementation can assist businesses to analyze consumer interactions, efficiently tracking leads, and streamlining processes.

Issues of businesses before CRM

Before we go into fact into how to run a CRM integration process, it’s essential to ask ourselves — why? Why use CRM at all and what issues does a CRM system solution for your business?

Let me demonstrate to you a few major issues of corporations turning towards CRM system:

• Unorganized contacts

All of your team members have some type of contact data (like contacts to significant decision-makers to your prospects/potential consumers). Most often, without a proper system or strategy in place, this information is just floating around in the company, with no real access to the data for managing/executives or new team members.

• Unorganized data

The same applies to the remaining info in your company, such as sales, contracts, files. This is often contained in some kind of individual folder structure or just not organized at all.

• Lack of communication/transparency

Without a central system in place, it’s hard for teams to work together and understand other team members’ activities/actions/plans.

• No data/information security

Without a central, adequately secured CRM system, it’s difficult to provide the proper security of the data you store in your business. From our customer prospects, I usually hear about the data leakage incidents and willingness to solve them with proper CRM system integration.

• No sales and business process

Before executing a CRM system, businesses often turn out not to have a sales & business development process started at all. So, before any technology, they don’t think about structuring the way they handle sales or communicated with marketing.

• No reporting system

Before a CRM system, corporations don’t have a standardized way of making sales/activities reports.

• No goals tracking

Without a CRM system in place, companies don’t have a structured way to follow the goals and outcomes of their sales teams or other team members, sometimes they don’t even set goals at all.

• No performance-based remuneration structure

Without proper goal tracking in place, companies are not capable to set up a fair remuneration structure for their teams and employees.

• New team members’ onboarding

Onboarding new team members to the business, without a CRM system in place takes a lot more time than when the new person can join and jump into a CRM straight away.

• Lack of data analytics and optimization

Without a CRM in place, it’s impossible to examine the data, drive proper conclusions, and optimize activities/processes in your organization.

Advantages for businesses powered by CRM

With the above issue in place, a company with a well-integrated CRM system will recognize the advantages relatively quickly.

According to G2, the av. ROI of CRM integration is 13 months and based on data from Nucleus Research for every $1 invested into the CRM system, a corporation should realize an $8.71 return.

And to sum up, some of the primary benefits of owning a CRM include:

  • • Increase in sales by (up to +30%) driven by:
  • - Improved consumer retention
  • - Better consumer satisfaction
  • - Improved sales conversion
  • • Cost decrease (+26.4% in productivity) driven by:
  • - Improved productivity
  • - Automated procedures
  • - Cost-cutting through appropriate analytics
  • • Improved team’s spirit and efficiency, driven by:
  • - Objectives setting
  • - Team communication
  • - Reporting/summaries

Also, a CRM system will provide accurate information security by recognizing and preventing data leakage incidents. In order to see the advantages of implementing CRM software, follow these ten steps:

10 Steps for Successful CRM Implementation

Set Your Goals

Executing a CRM system with no purpose makes no sense. You should first determine why your company requires an analytics CRM system and what you desire from it. Create a vision and identify the areas you want to enhance with the help of the CRM system.

Sync your vision with the cooperative goals of your corporation. Make everyone on your team aware of such plans and take your view. Setting out the objectives will assist you in setting a roadmap for the whole CRM implementation process.

Select the Good Service Provider

Although 80% of the performance of your CRM system will rely on a successful implementation, the remaining 20% relies on a quality CRM system. How will you recognize CRM software that is apt for your company? Learn the components of the CRM system to fit it with your company goals. Or you can approach a seller who has the experience of working in your field.

Try to have an opinion of their past works, experience, and understanding possessed by the team as a whole. Research about them through ratings and reviews.

Draft a Budget

Preparing a budget is an essential step for any task. You have to be transparent about how much you are qualified of spending on the execution and which resources you can utilize. For successful performance, you should invest in quality resources. If your compromise on this phase, the outcomes would lead to disasters. At the same time, you also have been very alert about the fact your resources are not misused. This can only be done by preparing a proper budget and sticking to it.

Time Management

Time is money! The right CRM implementation is possible only when you authorize a significant amount of time to it. Impulsive actions could lead to failures. But most communities have time limitations when it comes to implementing major projects into their working system.

Hence, you should have an appropriate plan to allocate the general time for the project. Without time management, you get zero except the failure of valuable time and effort of your employees.

Get Your Top Management on Board

For the successful execution of any kind of task in a company, the support of the top management is highly essential. A CRM tracking system for small companies is not just about a few employees or departments. In fact, a CRM system affects all levels and employees of a company by getting a chance. Differences are not readily obtained by anyone.

Hence, it is necessary that your top management is interested in the operation from the initial stage and encourages everyone to see through the favorable impacts of a CRM system. With them, on-board, getting “heads up” from other employees will not be a challenging task.

Appoint a Project Manager

A project manager is the one who will be charged with the responsibilities of supervising every project that is required to be carried out for the execution of CRM. He will be accountable for getting things done as per the set schedule and time.

Your leader should be a person who has a cheerful repute in the company among the employees. He should have excellent leadership and motivating skills to get moving throughout every up and down in the CRM implementation process.

Identify the Department & Train Your Staff

Though CRM mainly affects every department and employee of your company, the scope of work needed for CRM implementation cannot be assigned to everyone. You have to determine the proper department and staff who can be authorized with the tasks.

Once you place the same, come up with concepts to train them on the use of the system. You can give demos, live sessions, recorded videos, or any other training material to make them trained with the use of the system.

Ensure a Smooth Transition

You might get the leads up from your employees with the use of the management, but as you move ahead towards the execution process, main difficulties begin arising.

This is when they begin exhibiting hesitation to operate the new system and stick to the oldies. Sudden shifts are tricky. You should try to deliver a smooth and focused change process. Proceed with one action at a time instead of pushing everything on your employees all at once.

Prepare Well for Resistances

You are sure to meet negative perspectives in the execution process. Prepare well beforehand to negotiate with such sacrifices and negative mindsets. You should have counter-arguments prepared in writing to justify the requirement to implement a CRM system every time a person resists the idea.

How you put forward your effectiveness is also a crucial aspect. Try avoiding debates/heated discussions as it will only destroy the environment and result in loss of time. Argue in a positive and healthy manner.

Proper Data Transfer

One critical stage of the CRM implementation process is information mitigation. All your sales and consumer information require to be uploaded to the CRM system before you begin working with it. Even a small error in the mitigation strategy can lead to a heavy loss of valued data. For successful data transfer, it is important to select a CRM system that is in line with your current technologies and tools.


Successful CRM implementation is the outcome of a favorable mindset, patience, and cooperation among employees. Once you pass through this stage, you successfully step into a world of higher ROIs, conversions, and sales.

Reach PerfectionGeeks Technologies CRM experts for CRM implementation.

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Contact US!

India india

Plot No- 309-310, Phase IV, Udyog Vihar, Sector 18, Gurugram, Haryana 122022

+91 8920947884


1968 S. Coast Hwy, Laguna Beach, CA 92651, United States

+1 9176282062

Singapore singapore

10 Anson Road, #33-01, International Plaza, Singapore, Singapore 079903

+ 6590163053