File Name CRM easy implementation
Page title CRM with quick and easy implementation
180-220 character description Implementing CRM is a very important task.
Many CRM systems are too complicated to
be applied without any consequences on the
business. Solastis CRM offers easy and
efficient CRM implementation, with vast
opportunities for growth and no fear of data
loss.
Focus keyword CRM easy implementation
Any competitor reference pages https://www.copper.com/implementation
http://www.solastis.com/crm-features/crm-
implementation/
EASY CRM IMPLEMENTATION
Introduction
Implementing a CRM is an organization-wide task. For it to be effectively implemented
businesses require every department to be on-board and accommodating to their newer and
more thorough data collection, entry and retrieval processes. CRM is not just newer technology,
it is a completely new business system and philosophy.
For every organization, the basics of implementing new CRM is the same, regardless of their
target audience, type of product or services, number of customers or even the number of
employees in the organization.
Every CRM has to be implemented following a few steps to make it an effective part of the
organizational process rather than a hindrance in the everyday work routine. The
implementation efforts for better, practical CRM involves the following two routines.
Configuration & business process mapping
1. Select the Right CRM
When looking at the selection of the CRM software market, it is important to keep in
mind what your business may require from your CRM. Most of the CRM available cannot
be adapted to every kind of business. Hence, it is important to understand the business
processes and procedures and the required outcome from the CRM.
2. Sell it to the Top Tier People in the Organization
A novel idea is only as successful as the people willing to receive it. Hence, it is very
important to showcase the importance and efficiency of your selected CRM to the top
management in the organization. If these influencers are willing to use and implement it,
a CRM has the capability to take a business to its most productive levels.
3. Select the CRM Project Manager
A capable project manager can make easing into new processes very easy all the while
optimizing the results gained. Any employee having issues with CRM software can
easily access the project manager who is dedicated to this CRM, instead of hounding
their coworkers for help.
4. Have an Adequate Implementation Plan
Having a plan to implement the CRM requires everyone in the team to be ready to
adapt. The most important stages of the implementation plan include
Prepare your data for the transition
Prepare backups of the data, hard copies, backup on the cloud, as well as create
external drive soft copies.
Any software specifications or customizations you have for your data should be
backed up
Prepare a timeline, this should also include training sessions and implementation
guideline for the staff.
Prepare a budget
Prepare a timeline for staff as well, so as not to overwhelm or overwork them.
User Training and Change Management
1. Prepare Your Team for CRM
Arrange training sessions for employees to familiarize them with the new work tool and
ease them into the work system that is going to help them carry out their tasks from now
on.
2. Ask for Feedback from Employees
It is important that all the employees are at ease with the new settings, so asking for
advice to further improve your productivity from the personnel who are going be using
the CRM will make it more capable.
3. Measure the Productivity and Make Adjustments
Finally, keep a close eye on the productivity scale after implementing the CRM and don’t
be afraid to make changes to further raise your business standards.
Typical problems faced in CRM implementations
Complex software and configuration
CRM is not just a tech-related phase of the business process. To reap the benefits of a CRM
every single employee that has to handle customer data or services need to be able to use
CRM adequately. If the CRM user interface for implementation does not present user-friendly
commands and options, it will not be of much use to the organization. IT department should not
be held hostage by the company’s CRM.
Complex programming
Including new contacts, companies, deals, tickets, products or cases in a CRM should not
become a hassle. An inadequately programmed CRM can make the addition of business tasks
and data into the system riskier and prone to data loss.
Difficult to understand
Not to mention complex programming makes the CRM user-interface difficult to understand and
use. This will not only discourage employees from using the CRM software, but also discourage
the customers from associating with the company.
Difficult to train users
Even the most competent employees will baulk away from a system that makes them seem
clumsy, even if it is not their fault. If your employees cannot adopt a CRM despite various
training sessions, it is a clear sign that CRM is not user-friendly and will not produce the desired
results. A CRM always assists in the day to day tasks of the business and help simplify and
outline the tasks, not further complicate the process.
Solastis CRM
Solastis CRM has been developed to address all the above-mentioned complications. With a
user-friendly interface, Solastis CRM is extremely easy to understand, configure and deploy
within your up and running business. Any competent company manager can be chosen to
familiarize him or herself with the software, which hardly takes a few hours. And they can then
be entrusted to implement the Solastis CRM to the business processes.
Intuitive and Easy to Implement CRM
Deploying the Solastis CRM does not require an extensive amount of time, efforts, resources or
training.
There is no need to push this task to an IT proficient manager, as using the software does not
require any programming what-so-ever. Any competent manager can understand the software
and its features within a day or two. Moreover, a company does not require its whole IT
department to implement the CRM, experimenting with the Solastis CRM will help to you learn
the software quite easily.
No background in IT required to use Solastis
Not only the deployment does not require any programming, but the end users of the CRM also
do not need to be tech savvy to use it. Once the setup is complete and the case types are
defined, following through the tasks sequentially makes the employees' lives very easy.
Simplified configuration
The configuration of Solastis involves up to thirteen steps in total. But depending upon the
intended use of the CRM, complete configuration can also be done in just six to seven steps.
Easy to deploy and train users
The Solastis user interface is simple and user-friendly. The employees will not need to use their
guessing skills to master the software. Every case and its tasks are tackled by the software to
minimize any sort of mishandling or loss of information.
The basic training about how to use the CRM for a specific task can be given in just one to two
hours.
As the interface is very simple, the basic concepts behind them are also few and easy to explain
and understand. There is little chance of a human error and any error is easy to catch and
rectify. With simple and limited navigation settings for employees, Solastis CRM does not
require many follow-up training sessions to keep the employees up-to-date.
Conclusion
Although CRM is the perfect tool to help standardize growing businesses, it can further
complicate the processes if the wrong one is chosen. The Solastis CRM is developed to meet
the needs of large and expanding multinationals as well as small scale local vendors. With
minimal tech knowledge required to implement and execute, the Solastis CRM is the right tool to
help a company to develop to its full potential. Moreover, the onboarding, data migration and
marketing plans offered by Solastis CRM, make it a very wise investment.
