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4 Keys to a Successful CRM Implementation

Posted on May 19, 2016 by CRM
CRM Implementation Success

4 Key Components of a Successful CRM Implementation

CRM implementation projects have a notoriously high failure rate. But implementing a new CRM system doesn’t have to be painful.

Focus on these 4 key elements to greatly improve your odds of success:

Executive Support

You need executive support before, during, and after your implementation. Having an executive champion demonstrates commitment and fosters teamwork. But how do you get executive buy in?

Securing buy-in from executives is about demonstrating the need for change, tying your proposed solution to company goals, and collaborating with senior management throughout the implementation process. Your executive sponsor should be involved from the planning phase, through the rollout, and after implementation.

Proper Planning

Before your implementation gets underway, you need a detailed plan. Your plan should clearly articulate your vision, objectives, and the metrics that define success.

During the planning stage, you’ll identify stakeholders and gather requirements. You can then create a prioritized list of initiatives and their corresponding actions to establish your project timeline.

Proper Implementation

To keep your implementation moving forward, you need the right people, the right approach, and constant communication.

Your implementation team will consist of your executive sponsor, key stakeholders, and a go-to person overseeing the project. Your technology vendor should have an active role in your implementation and be able to provide suggestions or answers when needed.

Managing change is an import part of your implementation. Implementing in phases helps you avoid overwhelming your users and allows you to gather feedback along the way.

Communication during your implementation is a crucial part of your implementation as well. An executive sponsor who communicates expectations clearly and enthusiastically goes a long way in keeping users engaged. A project manager who keeps users informed of changes before and as they happen is also important.

Effective Training

A structured training program is critical to user adoption and meeting your implementation goals. You can never have too much training.

Training provides more than just an opportunity to show how your new system works and teach your users how to perform important tasks. It’s also the time to establish best practices and demonstrate how your system and processes support your company’s goals.

Don’t wait until your users throw up their hands in frustration or stop using your system to provide training.

Ensuring a Successful CRM Implementation

A successful CRM implementation that delivers measurable results is within your reach.

Start with executive sponsorship and proper planning. Setup and customize your CRM application in phases, clearly communicating changes and gathering feedback throughout the process. Make sure your users have sufficient and ongoing training.

Want to make sure your CRM implementation project goes smoothly? Download our free eBook “The Foundations of Successful CRM” to learn how Salesnet helps you get the most out of your CRM implementation.

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