Successful Customer Relationship Management (CRM) boosts productivity, streamlines sales cycles, and delivers insights that drive more sales – and Enprise has an impressive track record of making sure its customers get CRM implementations right the first time.
Read this article to understand the path to CRM success.
1. Know your true requirements.
Determine your key reasons for implementing CRM – the problems you are trying to solve, or outcomes you want to achieve. This includes clearly defining the essential features versus those that would be ‘nice to have.’ For example, do you want to make it easier for customers and prospects to direct their enquiries to the right people inside your company; or make it simple to create quotes/offer deals? Do you want to have the ability to run direct marketing campaigns; offer superior levels of customer service; or build relationships with a consistent sales process and communication? Enprise helps customers clarify their requirements and choose the right product.
2. Ensure your company and the prospective CRM users are on board.
Installing a new CRM is not a small, simple project – like implementing a new, improved web browser on everyone’s desk top. It’s an implementation that will revolutionise and change the way your company conducts its business. Make sure you’ve engaged with everyone that will use the system and received their input. You need to be certain that users are aware of and support the changes you're proposing to implement, and that they understand what you hope to achieve by implementing the new CRM system.
3. Price is important – but it’s not everything.
Let your provider explain the different CRM options available so that you clearly understand the pros and cons of each at various price points. Ask lots of questions so that you get a clear gauge of the abilities and restrictions of the systems you’re considering. Doing this step well makes it easy to identify and buy a system that caters to your specific needs.
4. Keep expectations real.
Don’t make the mistake of over-promising on what the new CRM system will deliver. It will revolutionise the way you do business with your customers but it is not going to solve every IT problem your company has ever had, or will have. If you have a solid strategy and project plan in place, have set reasonable expectations, answered all questions and gained the support of management and your users, you are well placed to exceed everyone’s expectations.
5. The best CRM is user friendly.
Good CRM systems make it easier for staff to do their job and stay or get in touch with customers and prospects. Replace old time-consuming, manual and paper based tasks and workarounds with easy, intuitive processes. You also want to make it easier for customers and prospects to communicate with you – good quality information will help with that. In short, the success of your CRM system implementation will be gauged on how easy and intuitive it is to use.
Enprise’s CRM selection covers a huge range of company demographics. It contains products carefully chosen to address the core requirements of most Australasian businesses. MYOB CRM provides opportunity-based CRM inside Microsoft Outlook; Web Ninja is a web-based ‘software as a service’ product that offers very strong direct mail and campaign management; while Microsoft CRM is a richly featured product that spans all sales, marketing and service activities.
Perhaps most importantly, Enprise has the skills and experience to help you select and successfully implement the CRM system best suited to your company, avoiding all the mantraps - every time.
To talk CRM for your business, contact us today.