When you buy a CRM system, all these feelings are experienced not by one person, but by most of the employees at once, and each has its own claims, questions and concerns. But this technology should start working for the good of the company and do it efficiently and preferably immediately. Let's see what needs to be done at the start so that it does not come - *** dec.
First implementation mistakes
When a small business implements a CRM system, there are often three major mistakes they make that stretch the ROI of their software investment and prevent business processes from moving towards automation.
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However, these three most common mistakes are not all childhood illnesses of companies that have implemented CRM. This can be attributed to excessive improvements, and refusal to transfer the accumulated data to a new system, and the overload of the company with software of the same type (several CRMs, several project management systems, etc.).
4 Steps to Problem Solving: Checklist
At the start of operating a CRM system, you need to take only 4 steps to help avoid most problems - for a small business, this is a real must have.
Conduct training and adaptation of employees
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It is quite easy to immerse an employee in training. Once a doctor I knew, when asked about studying at a medical institute, said: “I don’t understand why all students learn all over again every time. We are talking about one and the same person, the concept of which does not change when moving from anatomy to neurology or physiology. The principle is the same, the content is different. " It's the same story with cars, economics, psychology, etc. Training within the framework of CRM implementation is no different: there is a schematic diagram, but there are details. Let's take a look at our example RegionSoft CRM .
Any CRM is a DBMS (a set of related tables) inside and a user interface outside. That's all the user needs to know about the internals. The interface of any CRM is a set of forms, tables and fields, the filling of which fills the very "internal" tables, which can be accessed from any part of the CRM (of course, if it is well designed - we have not seen any miracles in the Russian CRM market).
Here is the main window of RegionSoft CRM. It is divided into five logical parts horizontally (menu, actions, affairs, main window, lower notification panel) and three vertically (assistant panel with quick access to the main modules, working window and dashboard of your progress). Accordingly, you need to convey to users that the start of work begins with these sections, and inside you can move from menu to menu, as in office programs.
RegionSoft CRM desktop
The second most important entity after the program desktop is the customer card. It is there that all information on transactions, correspondence, calls, documents, tasks, etc. gets into. All entities are attached to a client or can be loaded into a client card from directories, etc. Even business processes are tied to customers.
Customer card RegionSoft CRM
When the user understands the structure of CRM, it will be easy for him to master new modules, reports and entities, because they will be located in logically expected places (again, if the CRM is well thought out). This is where you need to start learning.
Make the initial setup of the CRM system
- System and basic settings : lists of employees, company details, settings for accounting and currency accounting, desktop view, etc. It is better if 1-2 employees help all employees with the settings, who will be the "supreme" CRM admins responsible for the correct operation of the software itself, information security and all related tasks.
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- Experiment with approaches to CRM . A CRM system is a tool not only for the sales department, but also for marketing and service, and, of course, for the manager. Therefore, open access to all employees (do not forget to limit access rights!) So that they can use the accumulated information in their daily work.
Be careful not to make backups. Without them, the CRM system can be protected, this is an important element of information security. Does the thought seem banal for Habr? See the date of creation and verification of the last backup of any of your corporate systems. Just imagine that right now from a power surge, the hard disk on which your database is stored will fail. If you made the last backup yesterday, there will be no special problems, but if 3 months ago, this can become a real disaster.
The correct start of CRM implementation is the key to the success of the entire project. It is definitely worth making an effort so that employees do not feel the implementation of the system through pain, but just start working with the tool. Provide this moment and the economic effect of the CRM system will surprise you much earlier than you planned.
We are ready to automate your business using
RegionSoft CRM universal CRM system . Until January 31, there is a
special offer "We have a minus" - a 10% discount on all our software (and this is not just CRM!). We implement, train, support with high quality and remotely. In the new year, we are still with you.
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