When implementing CRM there are some simple principles to follow. The list below highlights some of these:
- Focus on core CRM first I.e. management of Accounts, Contacts, Opportunities and Activities
- Agree as an organisation, business department what is the definition that works for the organisation
- Once defined, agree the processes that surround these entities, when should I enter a contact, an account or opportunity
- Don`t create an activity when an opportunity should be used I.e. send an activity to someone to follow up a meeting to discuss a problem, instead create an opportunity with the topic and description pupulated and then assign this. Its crucial to have consistent processes.
- Plan to train regularly and reasert the key principles of why the organisation is using CRM
- Give value back to the end users, why should they enter the data, give them a reason to
The list could go on and on but these are some of the key ones I think you should follow.
Filed under: Business CRM, Naked CRM | Tagged: CRM Implementation | 1 Comment »