Start A BusinessEntrepreneurship5 Solid Practices to Get The Most Out of Your CRM Implementation

5 Solid Practices to Get The Most Out of Your CRM Implementation

Running a B2C business isn’t easy, and if you’re someone struggling to maintain good customer relations, this post is for you. You must know that the idea behind Customer Relationship Management is to make customers the focus of your business. That is equivalent to saying that customers are the center of any organization. After all, how else would a business survive? But many things make your CRM strategy effective. Several uninformed business owners head into CRM implementation without proper planning and a well-thought strategy. This is detrimental to the business’s financial health in the long run, and it wastes a lot of precious time as well.

CRM implementation is all about making products and services more customer-oriented. An effective CRM system lets the business gain in-depth information about their customers. As a business leader, you must know the difficulties an organization faces when implementing new systems that tend to affect the overall structure and operations of the business.

So, here are some tips for CRM implementation to help you make the most of your customer knowledge. 

Best 5 Tips for Better CRM Implementation

It can be daunting to take on a challenge, such as incorporating a brand new CRM system into your business. For that reason, the tips for CRM implementation and operation mentioned below will prove helpful. Make sure that you’re always working as a team to embrace all improvements and suggestions into the system efficiently.

This kind of system is for businesses that wish to improve sales performance and achieve noticeable results in marketing efforts. The overall purpose of CRM is to hold customer-related data in an organized manner. The data includes customer purchasing patterns, their birthdays, email addresses, frequency of interactions, and interaction-related data.

1. Acknowledge Stakeholders and Change the Management Plan

Creating a change management plan is one of the first things that will require your attention. It’s where the process will most likely begin for better CRM implementation. A change management plan will give everyone in the team an idea about the upcoming changes and how the new CRM system will be implemented.

In simple words, a change management plan maps out the everyday workflow that will integrate the new CRM system. The core features of a change management plan will assess the strengths and weaknesses of the existing CRM implementation team.

The plan should also consider the impact of a new system on the existing team. Is the team tech-savvy? Or are they complete noobs when it comes to the latest digital tech? This can have a disastrous impact on the results. Furthermore, the plan should encompass the need to educate and make the team more adaptive to change.

Often, teams cling to old CRM systems and techniques. If that’s the case, you may have to recruit a better team than the current one. As one of the most important tips for CRM implementation, you must not forget that a change management plan will highlight the upcoming and potential challenges ahead of time. For your information, the change management plan will also adapt to the progress of CRM implementation. Overall, dynamism to ensure your CRM strategy implementation is critical.

Related: Why it’s Never Too Late to Improve Your Business Value Proposition

2. Don’t Forget to Include the Sales Personnel in the Company

For any process to be successful, including a better CRM implementation, there must be a proactive team behind it. The basics of a better CRM implementation team comprise:

  • Application analysts
  • Project manager(s)
  • QA test engineers
  • Application developers
  • Different departments’ representatives (sales, marketing, customer service, and production)

To make the most out of your new CRM system, you have to prevent an inefficient team from sabotaging its success. The implementation doesn’t begin until the right team is chosen. Therefore, spend a considerable amount of time learning about the strengths and weaknesses of your employees, delegating specific roles to make the CRM successful.

While a poor team may not sabotage the success, it can still cost a lot of time and money in realizing the real power behind the new CRM tool. Often, when leaders fail to devote enough time to help others understand the CRM tool’s value, the teams are likely to abandon the project entirely. The more effort you put into making the team more cooperative and understanding, the closer you will get to achieving the required results through the new CRM strategy.

For your information, adding reps from the sales department has been instrumental to the success of any CRM implementation process. Salespeople are the ones filling the business’s cash funnel. Therefore, it’s rather appropriate to make them a part of the CRM strategy. Further, if you add the best salesperson from the department and they respond well to the CRM techniques, others will head in the same direction as well.

digital marketing costs3. Calculate the Budget Ahead of Time and Plan Accordingly

By avoiding a budget, you will waste precious dollars and time. The best approach will involve creating a proper financial plan to make sure that the CRM doesn’t become a burden on the business. In other words, when you don’t know how much money a better CRM implementation process will require, you won’t have the right idea about what features the system needs to incorporate. This will surely create a financial strain and slow down progress in the long run.

Valuable hours are usually lost in this process because project managers fail to acknowledge the expected costs of running a new CRM system. As a leader, you can highlight the importance of this task and delegate it to the most responsible employees around you. But most importantly, you have to avoid underestimating the cost of your new CRM. Here’s a list of factors that influence the cost of a CRM strategy:

  • Training fees
  • Peripheral costs
  • Software development costs
  • Consultancy fees
  • Data storage, backup, and processing fees
  • Overtime wages

You may not experience all of the abovementioned factors. However, it’s wise to prepare for all to get maximum results. Make sure that the project managers are collaborating with the finance department personnel to calculate the ROI effectively.

There’s always a risk of CRM failing due to inadequate resource allocation, uninformed team decisions, and a lack of coordination. You have to remain alert about such outcomes.

4. Custom Settings for Data Migration Into New CRM

Customers go through different stages of the sales process. For instance, an individual, group, or organization first becomes a lead and then becomes an opportunity before finally turning into a customer. An effective CRM will keep track of such information and inform the database accordingly. As a contingency, if you don’t know what your sales process is like, give it a few weeks to observe before implementing the CRM across the organization.

You have to let the CRM divide the sales process into several steps. You will benefit only when the CRM effectively deals with all the customers according to their sales process stage. Similarly, make sure that you’ve defined the right criteria for storing customer data. This includes their telephone address, mobile number, address, birthdays, and purchasing patterns.

Clear out the default settings for more customized data migration into your new CRM from your old CRM. This will help you keep track of progress effectively. As a precaution, highlight the importance of setting custom properties for the CRM team. When uninformed teams migrate data from the old CRM to the new one, they find it difficult to use the data overall. This is mainly because of the raw jumble of information that appears in front of them rather than an organized set of data (possible through custom CRM database properties). 

5. Always Keep the Metrics by Your Side: Assess the Performance

Lastly, you can’t make the most out of your new CRM system if you’re not tracking the performance. How can you implement better practice and acquire high-quality tools for more engagement if you don’t know where you stand? Outline the right KPIs for measuring the success of your new CRM system. It’s the primary cause of most CRM implementation failures. From tracking the efficiency and system activity to record updating statistics and business metrics, your CRM system heads should be fully informed to make the most out of it.

Remember, CRM is about attracting more customers by personalizing the service and products you offer.


Let’s not forget that as you’re the leader of your business, it’ll fall on your shoulders to realize the opportunities for change. An experienced business owner will never barge into their organization one morning with a set of new rules and conditions. Gradual change and adaptation are key to ensuring the survival of any modern business in today’s highly competitive markets. But, with CRM, it’s important to be as quick as possible. To make sure you don’t leave customers unsatisfied, you have to prepare, commit, and engage the right Customer Relation Management practices.

The abovementioned tips for CRM implementation will help you make the most out of your operations. In the end, CRM is a process that delivers change across an entire organization in terms of technology use, internal processes, and database management to attract more customers.


Brandi Marcene
Brandi Marcene
Brandi Marcene is a contributing writer and investigative journalist for ASBN. Over the years, her writing has been published by several Fortune 500 companies, including Dell, Haute, Audemars Piguet, and Harry Winston.

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