The 5 key guides of CRM Implementation success

Obtaining the right CRM system for your business can be a big investment.  However, there are several rules and guides that we recommend are followed in order to help make the right decision. 

Below a 5 Key pointes that should be considered before purchase or implementation:-

1, Requirements

Every single company will have different reasons for investing in a CRM system, and it's vital to ensure that these reasons are detailed in advance before any investments are made.  Whether the company's looking to increase brand awareness, generate more leads or close more sales, the details can make a big difference as to which system is invested in.

2, Deployment Type

At the moment, companies are in the middle of two main options: software that is installed and used solely in house, and software that makes use of the cloud in order to function.  The former is considered by firms that have concerns regarding data security, (although the cloud is still a very safe option) with the latter very suitable for a firm whose staff are constantly on the move.  A full analysis of pros and cons for both is a good idea here.

3, Scale and Size

Once the software has been assessed, then thought has to be given to exactly who is to use it and what parts of the business need to adopt the customer strategy, most organisation will start department by department but initial thought should be given to how CRM affects the business as a whole

4, Mobility Needs 

Mobility for technology is still in its infancy but with the growth of online services and consumption of social media, thought should be given to how employees can embrace technology and use of a CRM system be become more productive in the Field.

5, Integration

It's doubly important to check whether or not the data that the company already possesses (much of which will be quite useful) can be easily integrated into the CRM system in question.  This is a big deal, as no company wants to lose sales and customer profile information that they've worked hard to obtain.  Integration is a vital part of the process.

Here at MyCRM we recommend that you find and work with the right partner that can help your CRM acquisition become a success and not just another piece of Software.

About MyCRM

MyCRM has over 20 years’ experience in understanding how CRM as a technology and CRM as a process can work in business and has therefore developed a number of off-the-shelf extensions to enhance CRM productivity.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here:

As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: after registering for an account.


Source: The Wise Marketer