Checklist for Ensuring a Successful CRM Implementation

By Liz McGlennen | August 14, 2018

Implementing a CRM system is important for businesses to manage their customer information. This is why it is vital to ensure that the implementation is successful. Here at Stoneridge, we have developed a checklist t make sure your CRM implementation goes smoothly from the first step to the last step. Here are the seven checkpoints crucial to making sure you have a successful integration.

7 Crucial Checkpoints for CRM Implementations

1. Assemble a CRM implementation team with members from each department including management, sales, marketing, service and IT.

When implementing a new software solution, gaining buy-in from all members of the team is vital to success. By including a representative from each department, you’ll not only increase the overall support for the project, but you’ll also end up with a better system. If you’re integrating CRM with your ERP system, make sure to have a member of the finance team available as well.

2. Document business processes and have a clear idea of objectives

Having your sales, service and marketing processes established will help expedite the CRM implementation. Have a clear vision of your business objectives. Analyzing your value proposition, customers, segments, and channels will bring clarity to your CRM objectives and you’ll get more value out of the system. Depending on your budget, we can assist with prioritizing your recommends and may take a phased approach to implementation. Stoneridge Software can help with a CRM implementation plan that meets your needs and maximizes the effectiveness of the system.

3. Continuously communicate the system change and plan to team members

Implementing software for your business is only successful when team members utilize the system. Keep employees engaged with the project by communicating all benefits, plans, and processes related to CRM. Focus on the positives of the new system and how it will not only benefit the company but also specific job roles.

4. Assign a data manager

A customer relationship management system with bad information isn’t beneficial to anyone. Prior to importing any data into your new system, assign a data manager to go update your information for accuracy and completion.

5. Train all users on the features, workflows, and fields in CRM

Training is one of the most important steps when it comes to a successful software implementation. User adoption will only happen when your team members have the knowledge and tools they need to succeed. Hands-on training gives your users a chance to learn the system before going live.

A reference guide with step-by-step instructions, screenshots, and FAQ section is a great tool and resource to assist with follow up questions after training.

6. Test, test, and test again

Before going live, dedicate time to testing your CRM system to ensure workflows and the integration between your CRM and ERP software is working properly. The testing stage is the best time to identify any bugs and make changes to the system.

7. Re-evaluate

After your software system is live, take time to meet with team members to identify any issues or problems.  A training refresher can help your team master the basics and become more efficient and productive. As users continue to use the system they find other features and functionality that add value and efficiency to their day to day jobs. These items and “nice to haves” are frequently deployed in subsequent phases.

Related Posts

Recommended Reading:

5.27.22 Dynamics GP

How to Run Drop Ship Sales in Dynamics GP

Need to Invoice the Customer before you get the invoice from the vendor? This The freight forwarder has contacted you […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Protecting G/L Accounts From Being Deleted

There are a lot of exciting New Features in Dynamics 365 Business Central 2022 Wave 1 Release to get excited […]

Read the Article
5.25.22 Financials

Rounding Numbers in Power Automate

  If you’ve ever tried to round numbers in Power Automate, you have probably already run into the issue there […]

Read the Article

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X