The business regularly meets with upheavals. These can be financial, technical, or global problems (various force majeure). Or the situation may be different – your business is working, and the number of customers is gradually falling. In this case, you need to pay attention to CRM!


What Is a CRM Implementation

A Customer Relationship Management (CRM) implementation process is complex. Its essence is to create a direct dialogue between you and your customers. Naturally, we are not talking about simple CRMs. CRM is a system that will allow you to set up a “behavior model” with a client. Thanks to its use, you will have the opportunity to learn about the interests of the rural client by studying the audience from all possible angles.

Unfortunately,  it’s not just a lines of code – it’s multi-level management. It is often implemented through modules, which can be divided into:

  • Contact management
  • Lead management
  • Email management
  • Marketing
  • Reporting and analytics

Speaking about CRM, you need to devote more time to the description than to the methods of its implementation. However, considering the complexity, it should be noted that building on relationship management principles takes work. Therefore we will pay attention to this!


Tips to Implement a CRM

As we said earlier, you should integrate CRM systems wisely. To avoid mistakes, we recommend doing the following.

Find a professional IT provider

Skills are needed to properly set up work with clients. Experienced IT companies will help you integrate the system. You should choose a partner carefully . Given the massive number of subtleties in CRM, the slightest flaw and incorrect work with the audience and customers will become even smaller.

Structure customer data

It is necessary to create conditions for the work of professionals. In this case, you need to distribute all the data users provide so that specialists can get to work. If this is not done in advance, it will probably take time to structure the databases. So naturally, additional work could be a better use of time and money.

Start an internal marketing campaign

During the integration of new systems or undertakings, the “team relations” issue simply does not come up. Unfortunately, this leads to disagreements in the team, rejection of new ideas, and insufficient quality in their execution. To prevent this, conduct an information campaign within your work team.

More general tips can be given, but let’s move on to the more detailed part – creating a plan!


 CRM Implementation Plan Creating

Without further ado, let’s get down to business!

Define tasks

To begin with, formulate what you need precisely. It is necessary to detail the goals to determine the scope of future work. The price also depends on the scale of the tasks. In your case, it is unnecessary to integrate all the elements of CRM, and it is enough to take only a couple: conditional marketing and contact management. Each business has its own specifics, so you should detail your goals as much as possible, for example:

  • Increase the number of leads by 15-20%
  • Increase the number of “warm” clients who switched to “hot” ones by 30%
  • Increase monthly sales by 15%

And in a similar spirit to set feasible tasks.

Set metrics and KPIs

Thanks to metrics, you can control all stages of CRM implementation and quickly analyze the audience’s reaction and trends (for example, increase of sales). In addition, the presence of metrics will allow you to set up a marketing company and invest money more efficiently.

Collaborate with partners

Implementing CRM is highly dynamic, so to effectively integrate new systems, try to work with your partners. Don’t “leave the business on its own.” Always keep an eye on metrics and feedback.

Now that the general features are outlined, let’s move on to the basics, namely the exact implementation steps. 


CRM Implementation Steps

Following the plan below, you can quickly go through the most complex and dangerous stages of CRM implementation.


The first step to build your own CRM  is to assess the needs of the business. Then, as mentioned earlier, analyze the audience and determine why sales (for example) are ineffective.

System selection

CRM flexible and modular systems. Implementing each additional module (we wrote about it at the beginning) costs money. Analyze your specifics and problems in as much detail as possible to avoid unnecessary expenses.

Plan development

At this stage, fully plan both the implementation and the CRM work results. Again, metrics will help you in writing the plan.

System configuration

At the setup stage, you will adjust CRM to your business. Then, you and your partner will need attentiveness and daily analytics about the results. It’s one of the most essential stages of CRM implementation. You may want to hire a software developer for this.


This step involves a test run and an analysis of all possible system problems. It is carried out so that at the beginning of full-fledged work, there are no technical problems.


When you launch the system, it will be essential to monitor both the reaction of customers and the performance of all your corporate software. In addition, the system will face a heavy load, and it is critical to prevent program or site crashes (conditionally).


Once CRM is launched, it will need to be constantly maintained in working order. You will always have to analyze feedback, work with metrics, etc. This is not so much a step as a final. If you have yet to make mistakes in the previous stages, then everything should work out for you.

CRM implementation is a complex and multi-component process. Due to the massive amount of data, it is easy to make a mistake. To prevent this from happening, we recommend that you turn to professionals. The main thing is to ensure they have a reputation as a company with experience in CRM implementation.

Author Bio

Yuliya Melnik is a technical writer at Cleveroad. She is passionate about innovative technologies that make the world a better place and loves creating content that evokes vivid emotions.