A CRM is essential in businesses nowadays. It helps build a deeper relationship with existing customers, lets you win back former customers, and find new customers.

There are several key benefits of a CRM:

  1. Organized customer data
  2. Good customer retention 
  3. Better knowledge of customers
  4. Better understanding of customers’ needs 
  5. Better communication with customers and prospects 
  6. Protected data privacy 
  7. Optimized daily schedule and tasks 

Your CRM will enable you to spend more time with customers, resulting in more closed deals and a stronger client base.

Now that you see the advantages of having a CRM in your business, it’s time to understand the setup and how much time it takes to implement it among your team. Of course, you will need to have a plan, time, and effort to successfully implement it.  

Each company will have different situations when implementing a CRM. The implementation process varies on how much existing data and processes will be imported into the system. 

There are 6 steps to the CRM Implementation process: 

  1. Plan and figure out what you need from your CRM 
  2. Scrub and align your data, including tasks and projects
  3. Import data into CRM using appropriate modules, fields and tags
  4. Customize your automations and integrations
  5. Train your team
  6. Assign a dedicated user to manage your CRM (Point of Contact)

Who even has the time for training? 

Knowledge is power. The more you continue to learn more about the features your CRM, the more you can help your team be more productive and close more deals. If you don’t put any time and effort to start utilizing your CRM, your CRM will not be able to help you with your goals. You also need to consider your company’s ROI. 

Train Now, Save Time Later

If you train and learn more about your CRM, you can save more time because the training will help you discover features that you can use for increased efficiency. The CRM’s job is to make things better for your business, but you’ve got to set it up correctly for that to happen. It is also important to know the trends and needs in your business. If you are patient and diligent with the whole implementation process, your CRM will run smoother in the long run.

Will it take forever to setup a CRM? 

As long as everything is aligned and planned out, implementing and setting up the CRM will be much simpler for the whole team to utilize. Most companies, even small businesses benefit from having a CRM consultant guide them through this initial process.

Timeline to Expect

When implementing a CRM, it can take as little as a couple of weeks to implement it to the company and that’s including the training and customization. Other implementations that are larger and incorpate several business units like sales, marketing, finance and operations can take several months or longer to fully roll out to all the teams. 

Keeping your CRM up to date and aligned with your sales process is important to on-going success. Simply purchasing “the best” software will not help you accomplish your growth goals. Setting up and customizing your CRM is a very deliberate process.

Our advice… start with a clear picture of your sales process and how you will use your CRM on a daily basis. Customize your CRM according to your business needs. If everything is aligned, it will all be a smooth process and you are more likely to get widespread adoption from your users. 

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