7 Steps to A Smooth CRM Deployment

Get your CRM initiative off on the right foot with these key implementation steps.

A Blueprint for CRM Success

Learn how to evaluate vendors, decide on the right features and plan a smooth rollout.

Watch the Webinar

code icon

1. Plan Your Architecture

In evaluating solutions, teams should inquire about code bases, extension frameworks, and ease of customization. These factors will affect development opportunities and costs.

2. Map Your Business Process

In addition to identifying essential processes that the CRM system will manage, use the CRM deployment as an opportunity to fix processes that don't work well. A CRM solution can help optimize customer-facing processes end-to-end, but it can't fix broken ones on its own.

profile icon
user icon

3. Map the Customer Journey

Planning should include an agreed-upon definition of the optimal customer experience. A comprehensive customer journey map will help you to identify gaps and opportunities to re-work existing processes and add new workflows.

4. Prioritize Opportunities

Work with department heads to develop revenue and productivity opportunities at every stage. Once opportunities are flagged, study them for the ROI potential, compare them, and prioritize CRM expansion accordingly.

insight icon
charts icon

5. Align Sales and Marketing

Align sales and marketing around lead qualification definitions. With these definitions in place, the CRM system can help you to reduce pipeline waste by automating certain lead scoring and tracking activities.

6. Define the User Experience

Work with department heads and front-line workers to discover the insights, prompts and functionality that they need based on their role. A CRM system can integrate endless functionality and data across sales and service functions, so the project team must guard against overloading users.

star icon
check icon

7. Determine Applications and Data

Determine what applications and data sources are needed to empower users and maximize workflow efficiency. Note that edge applications (such as CPQ tools, field service, or contract management), integrated inot a CRM can deliver more than four times the ROI of core CRM core applications.