What is in it for me? It is the question that many users ask themselves. Try to detect and communicate the benefits of the project for the various employees as concretely as possible. Do this during the different phases of the project and check whether users perceive these benefits or not. Involve them during the project to also provide their feedback on the current state of affairs. If certain needs are detected, they can be included for the time being or be passed on to the next phase of the free crm software project.
For the Successful CRM Project
If the CRM project is to be successful, users must experience the benefits of the new system and procedures from going live. As soon as the users experience the benefits, they will use the system and want to further optimize here and there. Ultimately, they will automatically omit their old tools such as Excel sheets and Outlook contacts. So you need to know what is a crm tool. There are functionality Benefits for the user. Accounts Enrich with information from your own accounting system, ERP or external databases so that you get a better picture of the account. This allows you to better segment different accounts for Sales and Marketing purposes.
- There can be enriching contacts with information from Social Media such as LinkedIn, Sales and Marketing department Recording activities.
- There are opportunities enriching with information about the sales process.
- Being able to create a pipeline based on all opportunities.
- Reporting for management.
Leads Lead Nurturing Referring qualitative leads
Follow up origin of leads
Campaigns Follow-up of response to marketing campaigns administrative follow-up of all campaigns Success benchmarking between different types of marketing campaigns 6. General Being able to consult and link offline CRM with Outlook Register, plan or allocate activities Use of CRM on tablet.
Develop a communication plan
Draw up a communication plan to inform all parties involved within the organization. Do this during the different phases of the implementation. First determine the most important milestones of the project and systematically communicate on the progress made, the achievements and the points that will then be addressed. Give future users the opportunity to give their feedback so that you can absorb possible sub-tensions. This is a part of the faculty information management now.
Milestones What communicate?
Project initiation Objectives of the project
Project approach & Project team Impact on the organization and the individual employees Explanation about the choices made (project team, implementation partner, project approach, solution) Time span and milestones.
- Prototype Providing an update on the project Look n show the feel of the solution Point out advantages over the current processes Focus on the objectives Treat Q&A.
- Go live before Update on the project Go through training course Commitment of management underline treat Q&A.
- After commissioning Demonstrate benefits of the project Next discussing phases dealing with Q&A.
What happens after the Go-Live?
More and more companies are considering switching to a CRM system to replace a range of non-integrated applications. Two important questions are rightly asked: How much will it cost? and What is the payback time? Without a view of the payback time or ROI, the investment is a leap in the dark.
