steps to implement a successful crm within an sme

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Page 1: Steps to Implement a Successful CRM within an SME

Steps to implement a successful CRM

within an SME

Page 2: Steps to Implement a Successful CRM within an SME

Small Businesses are often faced with the question

Does my Business require a

Customer Relationship Management System in place

The answer to that - is a resounding

Page 3: Steps to Implement a Successful CRM within an SME

Because, your business is competing with all the Big Companies.

And being a small business you have an added advantage of developing a personal relationship with your customer.

Because, as we all know -

And your business will only be able to thrive if you have a happy and satisfied customer base who would like coming back to you and keep on employing your services.

Does my Business require a Customer Relationship Management System in place ?

Page 4: Steps to Implement a Successful CRM within an SME

Does my Business require a Customer Relationship Management System in place ?

Because only about of Indian SMEs have

adopted CRM.

Which would give your business an added edge over your peers for being

one of the firsts to adopt CRM.

CRM is one of the most valuable systems that any small business can implement

So, what steps your business should take in order to

successfully manage customer relationships.

Page 5: Steps to Implement a Successful CRM within an SME

Make sure you inform your team members way ahead of time about thesoftware you have chosen and how it's going to help them in future includeyour team in the overall process so that they and get a clear understandingon the software they will be dealing with. Also make sure that they have asay on how to make the usage easier and more beneficial.

Page 6: Steps to Implement a Successful CRM within an SME

CRM training should be a top priority for your business. These training canhelp you come up with ideas to make the whole process work better. Alsodecide on the changes to be made within your internal system in order tobetter prepare yourself for adopting the CRM software. You should alsoinclude an introduction to your CRM system in the internal training programfor new employees to help them learn the system from the get go.

Page 7: Steps to Implement a Successful CRM within an SME

It is ideal to check whether you meet the recommended softwarerequirements to make sure the CRM system performs without a hitch.Assess whether you have compatible browsers, required Internet bandwidthand disk space in your systems.

Page 8: Steps to Implement a Successful CRM within an SME

A CRM system is only as good as the data put into it. It is essential that some common guidelines are set. Make sure your team understands that all activity must be entered within the CRM system.

You should have guidelines in place explaining that CRM would act as the only repository for the company. Having rewards are also a great way to get your team to embrace the new software.

Page 9: Steps to Implement a Successful CRM within an SME

Monitor the happenings in the first few days of adopting the software. Have brief meetings with your team to make sure you understand any hurdles they are experiencing handling the software.

The first few days you need to hand hold your team and collaborate with them in implementing the CRM system.

Once your team masters the software you will start reaping the benefits of a CRM software

Page 10: Steps to Implement a Successful CRM within an SME