CRM Implementation Plan

1. Discovery

Now, you are at a starting point with a general assumption that a CRM will help you manage customer relationships and maybe a general idea of CRM functions you want to have. Our goal is to study your business processes very attentively to understand the problems a CRM must solve. Our action plan for this stage is:

• Gather comprehensive insights into the present state: conduct team interviews, review process manuals, analyze key performance indicators (KPIs)
• Identifying critical inefficiencies like time wastage, errors, and their aftermath, limitations in performing tasks due to insufficient tools
• To think beyond possible problems and also outline promising opportunities a CRM can create (e.g., describe all marketing channels if you envision a marketing module in your CRM)

2. Conceptualization

We compile and outline findings from the discovery phase, formulating both functional and non-functional specifications for your Customer Relationship Management (CRM) system. This comprehensive plan serves as a blueprint for CRM developers, ensuring accurate development.

A high-level checklist of functional CRM requirements:

• Lead generation, qualification and distribution
• Sales pipeline management
• Quote & Proposal Administration Streamlined
• Gather, group customer data for targeted marketing
• Customer service
• Customer self-service
• Field service
• Managing customer loyalty essential
• Campaign Management for Effective Marketing
• Knowledge management
• Document management
• Analyzing business data & generating reports

A checklist of non-functional CRM requirements:

• Ensuring customer data privacy & secure access
• Usability
• Performance
• Mobile CRM essential for business agility and flexibility
• Multilingual, Currency Adaptable Content Localization
• Data Synchronization Frequencies Vary
• Scalability

3. Platform selection

Assessing market-wide CRM platforms can be laborious; streamline this task by limiting the initial list to four to five familiar and utilized CRM systems. Evaluate these options using the following criteria for comparison:

• Functional scope
• Flexible customization options
• Ease of use
• License cost
• Deployment options
• Security

4. Project planning

This is an organizational stage when we:

• Estimate CRM implementation costs and timeline for seamless operation
• Gather Development Squad
• Plan a project roadmap
• Establish communication & reporting timetables

5. Development

Adjusting default CRM settings per functional specifications provided. Key tasks include: customization, configuration, and setup.

• Security: Configuring roles & permissions
• Streamlining Language Settings, Entities, Fields, & Layout Arrangements
• Customize Entities & Forms Creation
• Customizing business logic & workflows for streamlined operations
• Data Storage Solution Implementation
• Streamlining corporate operations via CRM integration with data repositories and interoperable business systems for seamless data sharing
• Ensures system's functional, performance, usability, and security aspects

Custom CRM development involves crafting every functional module anew, followed by comprehensive integration, and thorough testing processes.

6. Data import

To populate your CRM system effectively, upload previous customer data.

Sfinitor's Data Import Strategy: Initially, we identify all systems containing client data. Subsequently, we extract and consolidate this data into a singular platform. Following consolidation, data is harmonized for a uniform perspective, deduplicated, and then initiated for import.

7. User training

Varied user training methods include workshops, tutorials, and guides.

• On-site sessions
• Live Q&A Presentations
• Self-study Learning Resources

Enhances Learning: Consistently incorporating practical exercises alongside theoretical instruction for a more immersive learning experience.