Unfortunately, not all companies succeed with their CRM implementation which is both unnecessary and sad. We have the experience of more than
5 000 installations of our CRM systems and as the Nordic CRM experts; we have experience in all types of industries and sizes. We are aware of both common pitfalls and great success factors for CRM. We’ll help you succeed!
Given that you understands what CRM is and why one should work actively with CRM, it you have all the potential to become a huge customer magnet. If you manage to get all the staff involved and engaged too, the success is near.
Here you‘ll find a bunch of tips on how to select, implement and manage a CRM system. If you want additional and more detailed advice, call us at +46 46 270 48 00 and we‘ll be happy to guide you.
How you select a CRM system
Hard to choose a system in the CRM jungle? Here are some tips on how to select a few of the most suitable candidates.
1. Calculate profitability
You want to know that your CRM investment has a return, right? It’s time to start calculating your ROI!
2. Make a pre-study
Analyze your business. What should be changed? Improved? How would you go about it? Document your goals, points and milestones within the project. And finally, set up a master plan for how you will reach your goal within the time schedule.
3. Organize a workshop
Mix people from different departments of your company and talk about how you all can improve the customer care and sales work. A good workshop is a mixture of brainstorming, prototype construction and discussion. As an outcome you’ll hopefully have many new things and ideas that you’ve missed in the initial study!
4. Call various CRM vendors
Now that you know your needs, the only thing remaining is to find the one CRM system that is right for you! Call various suppliers. Given that technology platforms not always differs a lot, we recommend that you do not stare yourself completely blind at the technology behind the system. If you’re lucky, it will be a long lasting relationship with your supplier and the better the relationship is, the easier your CRM investment will be. Choose someone you like
Do you want more help?
We have partners who can help you develop pre-studies and analysis. Contact us and we’ll make sure that you get in contact with them. Last but not least, of course, our own staff has seen hundreds of solutions and we are happy to provide you with our insight and experience from various industries. Call us at +46 46 270 48 00.
How you implement a CRM system
When you have decided on a CRM system and it is time for implementation, there are a lot of things to consider. The implementation can be crucial for how successful the project will be and how well it will be received. Our poster explains the steps in the implementation easily. Download it, and you won’t forget it.
210×297 mm (A4) | 297×420 mm (A3)
How to manage your CRM system
As important as the introduction is, it is equally important to manage your CRM usage. Without input data you’ll get no output. Make sure that there is someone who manages the CRM system and keeps the usage high. If you feel that you do not really get out what you want of the system, it may be due to any of the following:
- Users do not use the key functionality
- Some users are kept outside of the system
- The system has not grown along with the company
- You are stalling in the same spot
- And many more…
- This page contains a smorgasbord of tips on how to increase the usage and take it to the level you want.
Education
It is important to frequently educate and freshen up the knowledge of the CRM system, both for experienced and new users. We’ll be happy to arrange education sessions at your office. We also have education sessions in Lund, Stockholm and Gothenburg if there are only a few employees who needs an update or introduction.
Time for retakes
Feel like you’re standing still in the same spot? Start getting on your way again by checking through this list in order to increase the chance of your CRM project to survive and prosper. Want some help? Call us at +46 46 270 48 00 and we’ll make sure that you get back on your feet again!