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How To Succeed With CRM

By Exforsys | on December 30, 2006 |
CRM Tutorial

How To Succeed With CRM

If a company wishes to succeed with CRM, they must be willing to integrate every part of their company that is connected to the customers. This includes processes, technologies, and employees. While implementing CRM can bring forth a large number of challenges, the rewards are well worth it.

It could be said that the abilityof a company to succeed with CRM is dependent on how they combine their technology, employees, and business processes. The first thing I would like to go over are the people, which in this case refers to the employees of the company. The "people" factor of CRM is a critical factor that is often overlooked. It is also the hardest element to change when a company is attempting to utilize a CRM system.

When a Customer relationship management system is introduced to a company, a number of changes will occur in how employees must do their jobs. Employees who do not see the need to use the system will be reluctant to change, and this can eventually cause the program to fail. Many high level executives within a company will decide to use a CRM system without taking the needs of their workers into consideration. This is a grave mistake, because the CEO will more than likely not be using the system when it is implemented. It is the employees who will have to change their style of work, and if they are reluctant to do so, this can cause a large number of problems within the organization.

The employees must accept the tool "before" it is implemented. The heads of the company cannot assume this will happen. It is foolish to assume that "employees who don’t accept the system can be replaced." Replacing existing employees will require the company to train new workers, and they can lose out more in the long term. The decision to implement a CRM system cannot merely rest in the hands of a few corporate executives. The decision must given to the people who will be using it the most. If the executives of a company decide they want to use a CRM system, they should make sure all of their personnel are fully aware of the changes, and they should make sure they are interested in using the system.

After people, it is next important for a company to analyze their business processes. While the process stage is not as challenging as the stage that deals with "people" it should not be taken lightly. If the automation of the CRM process is not correct, the company will fail within a short period of time. The existing interface systems that the company uses may need to be replaced. To do this efficiently, the company must first take the time to analyze how well their current processes are performing. Once this is done, the company can fix problems that are truly broken, instead of wasting time and money fixing things that don’t need to be fixed. A number of studies have indicated that new processes have a greater chance of success when they are driven from an internal level.

When a company is analyzing their business processes, it is important to use a well defined approach. Does the company have clear strategies for how they will implement the product, and do they know how it will be used? Is each process connected to a specific department, which will allow the information to flow smoothly? If the business process stage is to be set up correctly, the company should have well defined procedures. It is also important to make sure the process is implemented in the same manner despite of who may be responsible for implementing it. When these things are done, the company will greatly tip the odds of success in their favor.

The third factor that must be considered is technology. In some ways, the technology can be very challenging, because technology will continue to advance at a rapid pace. When it comes to the technology factor within CRM, companies will need to focus on handling the vendors and keeping pace with trends that occur in the CRM industry. The vast majority of CRM vendors today will cater to the needs of most companies. While there are many reputable companies available, a company must make sure these vendors can deliver the products that they promise. Most importantly, their products must be able to meet the needs of the company, and it should be able to assist them in reaching their goals.

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Editorial Team at Exforsys is a team of IT Consulting and Training team led by Chandra Vennapoosa.

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