It is important to conduct a detailed analysis of current business processes and map the way data flows through the company. This will help identify areas that need improvement and establish a clear strategy for implementing the system.
Let's say you have an e-commerce company. In the analysis and mapping of the business you should examine:
The purchasing process.
Storage and management of customer data.
Handling queries.
Order tracking.
Payment and returns management.
Once you have studied these processes, you need to identify which areas need improvement and establish a clear strategy for implementing the CRM system.
For example , you may find that there are delays in tracking orders and therefore a CRM tool should be implemented to enable more efficient order management.
In addition, it is possible to identify the need to implement marketing automation tools to improve communication with customers and increase sales.
Step 2: Defining the objectives
For the implementation of a CRM system, it is essential to establish objectives that meet the following characteristics:
Specific
M edible
Achievable
R elevating
Or portuguese.
Here's an example of the goal: Increase the conversion rate of leads to customers by 20% over the next 6 months.
This objective is:
Specific : Focuses on improving a sales metric, the conversion rate of leads to customers.
Measurable : The conversion rate of leads to customers can be quantified.
Achievable : A 20% increase in conversion rate in 6 months is a realistic goal phone number list considering the implementation of a CRM system.
Relevant : An increase in the conversion rate of leads to customers will help increase sales and business growth.
Time-bound : Has a specific deadline of 6 months to achieve it and fits into the CRM system implementation project schedule.
Step 3: Presenting the strategy to the team
Once the objectives have been defined, it is important to present the implementation strategy to the entire company team so that everyone understands the purpose and is motivated to actively participate in the process .
Step 4: Choosing the type of CRM to be implemented
There are several types of CRM systems available on the market, so it is important to choose the right tool for your company's needs.
It is necessary to take into account factors such as:
Scalability.
Ease of use.
Integration with other business tools.
Cost.
