CRM will allow your company to improve interaction and communication with its actual and potential customers, through the implementation of a set of practices, strategies and technologies, focused on the relationship with the customer.

How to implement a CRM in a company?

CRM is the acronym used for Customer Relationship Management and refers to the set of practices, business strategies and technologies focused on the relationship with the customer.  Implementing a CRM in a company is a process that adds value to improve communication and interaction with real customers and prospects. In turn, this maximizes its impact on the production process and business figures.

In order  to implement a CRM in a company, it is necessary to have a strategic plan, develop the teams and select the profiles, choose the software and prepare the technological deployment. This will pose a series of chained challenges, for the teams and for the people in charge of making the executive decisions throughout the process; Therefore, it is convenient to leave it in expert hands such as B2B.Studio.

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The first step we will perform is to make an assessment of the organizational situation of the company. Incorporating a Cloud system, integral to manage customers and processes, means taking a firm step towards the digitalization of the company.

For this we will have to carry out a deep review of the strategic, productive activity and have clearly defined each of the business processes. It is also essential to set the final objectives pursued by this change. Before starting the implementation and training project of the internal teams, it is essential to establish if you are going to have an external intermediary, which acts as a distributor of the chosen software.

The first thing we will ask you from is that you design a work team that accompanies the entire process, from the preliminary phases to its subsequent optimizations.

During the initial design and configuration phase, the tests and simulation of the workflows will be carried out. From here, the CRM will have to be adjusted to optimize processes and user experience, before implementing the software.

Another step prior to the release of the software is the migration of data. The first generation of a database of customers (actual and potential) will be the starting point to manage daily the different activities of the company and interactions with customers. From the new interactions, the knowledge of their needs and their degree of satisfaction with the company’s services will increase. Leads and opportunities will be generated for Machine Learning, to personalize interactions and develop AI applications to optimize and automate production processes.

The development of customized materials must begin, to support the knowledge and management of the tools that it encompasses and that anticipate its impact on the processes and the organization in the company.

If a CRM manager is established and appointed, this will be the person in charge of ensuring the maintenance of the database and assistance to users. Since the new software is launched, periodic reports should be produced to to help evaluate the operation of the system.

The objective  of implementing a CRM in a company is to get the most out of the change that will involve the implementation of a comprehensive customer relationship management system. CRM software not only offers deep restructuring and process improvement.

In addition to the provision of powerful tools for commercial activity, technology is implemented to join a community and centralize, distribute and make accessible the entire flow of data generated in B2C and B2B interactions.

In we are clear that properly training the teams is essential if you want to complete the change harmoniously and start the new system smoothly taking advantage of all the resources and technological tools that the company will incorporate.

The ideal is to have an expert partner, such as, with a broad vision, who knows how to adapt training to a digital business culture in a broad sense, who offers technological training at the highest level and who can officially certify it.

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