Successful CRM Implementation - Small Business CRM Coach

Successful CRM Implementation

Choosing and implementing a CRM (Customer Relationship Management) System does require work. But it’s worth it! The right CRM is the one that fits the needs and requirements of your business. How do you decide which one’s right?

You’ll need a detailed and thorough evaluation first so you can make a smart choice. And that’s where we, at Small Business CRM Coach, always start.

This is the process we use to make sure we address all of your needs:

The Steps to Successful CRM Implementation

Analyze Business Processes

In the first phase we will review your main sales, marketing and services activities Which ones  are currently supported by the systems you have in place, and which business processes should be tracked in systems in a way that supports your organization's growth?

If you already have a CRM, we will evaluate if it is configured to best support your business activities.

At the end of this phase we will have gathered enough information to move forward.

Document Requirements

Next, we will compile all of the information we gathered in the initial analysis. You need to easily see the information flow in your current system and the desired flow with your new CRM solution, so we will create diagrams to make that flow visually clear. This clarity is essential to your wise choice.

CRM Software Selection

It is a lot easier to find something when you know what you are looking for, isn’t it? After reviewing your business processes and documenting your requirements, we have a very clear picture of what you need in your organization. Now we can evaluate CRM systems through the lens of what you need, keeping in mind your goals with the CRM system. Wearing your business owner hat, we review the systems out there to identify the ones that have the best features to support your business operations. We present our recommendations to you, and you make the decision of which one you want to implement.

Implement CRM Software

When implementation is done correctly, the result is optimal functionality. In this step we configure your system to help you achieve your goals.

You might ask: what does that mean? Every CRM system comes with default configurations not necessarily connected to any other applications. For example, every contact record has First Name, Last Name, Email and Phone. What if you need to track more information about your contacts? What if you want to integrate your CRM with your website and your email marketing system?

That’s where customization comes in. Here are some examples of how we can  make your CRM uniquely yours:

  • Add additional custom fields to your contacts, companies and opportunities.
  • Edit picklists to match values that are relevant for your business.
  • Configure workflow to generate activities or send out emails.
  • Integrate your CRM with email.
  • Integrate your CRM with your website.
  • Integrate your CRM with your email marketing system.

Train Team

Don’t overlook this crucial step . You are investing in a CRM solution that will make your team more effective. But if they don’t know how to use it correctly, your investment won’t pay off. We want you to gain maximum return on your investment.

What happens during the training session?

  • We review the main steps to add leads, contacts, companies and opportunities.
  • We walk through how and when to convert a lead into a contact.
  • We discuss the importance of keeping your data up-to-date and show how to avoid creating duplicate records.
  • We create an opportunity for team members to learn from each other as they learn about the new system and their own business processes.

The result? You will have a more engaged and collaborative team. Think of training as the team building activity it can be!

Say you’re convinced that you need a CRM system for your business. Sure, you could probably follow our framework and do it yourself. But you’re busy--is that the best way for you to be spending your time? Probably not. Reach out to tap into our expertise. Click here to schedule a discovery call.

Small Business Software Consulting


Small Business CRM Coach
Lakewood, CO 80228
(720) 509-9649