Preparing for CRM implementation

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The effectiveness of CRM implementation lies not only in the ability to unify the sales process and create customer bases, but also in the implementation of “insulation” of these bases through different channels, preparing the client for the transaction and making a purchase, including a repeat one.

Thanks to CRM, you can accumulate information about clients in order to build a dialogue with them more effectively in the future.


Often, when making a plan for CRM implementation, companies ignore this stage - internal preparation, which indicates insufficient interest of employees in the project. In the future, such pastors in the us email list an attitude can lead to a boycott of the CRM system - managers simply will not enter the necessary information into the program.

Preparing for CRM implementation

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In any company, even a small one, conflicts of interest are possible, manifested in the fact that each department pulls the blanket over itself, wanting to get everything from automation at once. In such situations, management should propose creating a working group that will include representatives of all departments that will be affected by CRM.

It is desirable that these are managers who actually have control over the processes, or employees with extensive experience. The main thing is that the working group is not initially perceived as an empty formality, and its activities as an imitation. It must be truly operational. This is what needs to be done first of all.

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Alexander Kuleshov
Alexander Kuleshov
General Director of Sales Generator LLC
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Define the goals and objectives of implementation
The specific result that is planned to be achieved (say, an increase in the number of processed leads by 30% per unit of time) is the goal. Whereas the individual problems that are waiting to be solved are the tasks. They can be as follows:

establishing business processes;

organization of collective planning;

improving mailing, etc.

It is better to divide the goals and tasks into groups. By the way, there is a simple way to determine the need for different functions - you just need to ask the question "Why?" and find a detailed answer to it, and not the standard phrase "must". This can be clearly demonstrated in the table: