6 Steps for a Successful CRM Implementation Process

Why is a successful CRM implementation process so difficult? We’re here to tell you that it doesn’t have to be.

Finding and implementing a CRM that perfectly fits your company’s needs might seem daunting. The challenges in CRM implementation can be quite overwhelming; but with a little bit of planning, a lot of these complications can be avoided. 

What defines a successful CRM implementation? 

The challenges of CRM implementation can be never-ending. However, a few CRM implementation best practices should help the whole process run a lot more smoothly. 

This is why we’ve whipped up this nifty CRM implementation guide! 

In this CRM implementation guide, we’ll cover: 

Creating a CRM implementation team How to make a change management plan How to forecast a CRM implementation budget Best practices for rolling out the new system – migrating data  How to plan for going live with your CRM How to measure the success of your CRM implementation project

Let’s dig in!

1. Create the right CRM implementation team

The basics of building a successful CRM implementation team include: 

Project manager: the leader during the CRM implementation process Application analyst: migrates and cleans your data Application developer: handles system customization QA test engineer: tests the CRM before implementation  Representatives from the sales, marketing, product, and customer service

Considering what each of these group’s roles in your CRM implementation project will be will help your team adopt your CRM much more effectively. If your team doesn’t see the value of implementing a CRM, they may be very quick to abandon your new power tool or even worse — sabotage its success. 

2. Make a change management plan

A change management plan helps to map out the introduction of a CRM into your everyday workflow. 

Here is what a change management plan for CRM implementation should do:

Assess the strengths and weaknesses of your CRM implementation team 

Is your team techy, or are they noobs? Do they adapt well to new things, or do they despise change? Are they too attached to their old ways?

Addressing these potential challenges ahead of time and overcoming concerns before implementing your CRM solution can make or break the entire process. 

You guessed it: plan and manage change after implementing your CRM

This part of the CRM implementation process is comprised of four key components: 

User training and engagement Data migration Testing  Go-live

You should also consider how your team plans to track the CRM implementation process; whether this is through Google Docs or some sort of other workflows, it’s important to remain consistent with your tracking and to check in with your team regularly. 

Let the stakeholders know about the update

This is a biggie: clarify the value of adding a CRM to your team, allow room for feedback, and be patient about people adapting to the CRM implementation. It’s important that your team fully understands why a CRM is an essential part of the business’ growth, otherwise, they may not see the value in learning how to use it. 

Additionally, you don’t have to rush your CRM implementation. Give everyone time to adjust! If your team doesn’t feel pressured to learn something new too quickly, there won’t be any tension that might make them resent the process as a whole. 

3. Forecast

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