Implementation of CRM system is a strategic step which raises your business to a whole new level. Sales and service automation gives you several significant immediate advantages: increasing productivity and quality of personnel work, transparent results of marketing activity and, as a result, increase of revenue. But in order to achieve this challenging goal, it’s very important to take into account a number of key questions. How to prepare for implementation a CRM system? What difficulties may arise or the enterprise and what to do in order to avoid them? And also, how to correctly implement CRM system while motivating your employees?
Goals and tasks of CRM system Microsoft Dynamics 365 for Sales
CRM system (Customer Relationship Management system) is a software for effective management of relationships with customers by means of automation of business processes considering sales, service and marketing.
What tasks does CRM system solve?
Increasing sales. Management of sale and agreements process is one of the most important goals of CRM system implementation.
Microsoft Dynamics 365 for Sales has impressive basic functionality developed to take into account world practices, which demonstrate high effectiveness. Besides, system adapts easily to company’s needs when it’s important to take into consideration unique peculiarities of the business.
Improving quality of customer service. Automation of interaction with customers minimizes impact of the human factor while it considerably increases loyalty of current customers and the conversion of leads into agreements. Additionally, you have the possibility to collect detailed history on every customer and to use it for further sales and service.
Productivity of personnel work. Microsoft Dynamics 365 for Sales provides transparent and credible analytics, enabling management to track work effectiveness of every employee. The real productivity of one employee can be evaluated and plan quantity of personnel accordingly.
How to prepare for implementation properly?
In order to achieve desired results and avoid unnecessary misunderstandings, it’s important to prepare for the implementation in advance. We recommend a detailed review of the current situation in sales and service, and an audit of the resources necessary for the launch of the project – qualification of the personnel, available budget and time.
Answers to these questions will help you to optimize time for preparation and set tasks clearly before implementation of CRM system. This will help ensure youri results meet your expectations.
Work on the project consists of three basic stages:
What difficulties should you be ready for?
Having frustrating experience in the past, some companies mistakenly believe that implementating a CRM system is a waste of finances and time. But negative experience can be avoided by using the right implementation partner to help you prepare properly for each new stage.
Often, employees are skeptical about innovations or new working practices, and also, at first, face difficulties adapting a new system. That’s why, it’s vital to prepare employees in advance and inform them about future changes which will be to their advantage. By adopting this planned approach the level of internal resistance is considerably lowered and implementation runs more smoothly. In addition learning how to work the new CRM system is of course vital to a successful implementation.
Microsoft Dynamics 365 for Sales software is intuitively easy to understand and simple to work with, however there is always a need to provide training for the personnel. Additionally a package of detailed instruction is provided in order to help personnel become familiar with new CRM system.
After deployment of Microsoft Dynamics 365 for Sales, not all the benefits will be available on day one. There is a transition period as employees need some time to get used to the software. It may take several months before the full benefits are achieved. In order to get more objective comparison, it would be nice to check KRI before implementation of the system and in half a year when it’s completed. You will definitely see positive dynamics both in numbers and in revenue of your business.