CRM Implementation
CRM implementation is much more than installing a CRM software and customizing it. Success in CRM system implementation requires modeling and re-engineering of organizational processes, requirements analysis, setting goals and planning, as well as creating a culture in the organization. CRM software is just a tool to implement a customer relationship management system. Although it is important what software you choose to implement the CRM system, installing a CRM software is not the whole story.
CRM system implementation steps
Recognition and evaluation
As a first step, it should be determined what exactly your organization is in. This work can be done through the evaluation of key performance indicators (KPI) and in-depth interviews with key people of the organization. Business model, goals, marketing and sales processes and customer service, human resources and necessary infrastructure are the areas that are recognized and evaluated.
Process modeling
In the next step, the organizational processes that are going to be affected by the CRM system should be modeled. Prepare a detailed description of the different stages of your machining and also the workflow. For example, if you want a CRM system to manage your sales, you must describe and model your entire current process from the moment of customer contact to contract signing and order delivery.
Requirements analysis
One of the effective factors in the success of CRM system implementation is a complete understanding of the demands, requirements and goals of CRM system implementation. This understanding must exist on both the employer's and the executive's side. Determining the business requirements (Business Requirements) and determining a solution that will satisfy the mentioned requirements will be done in this step.
System design
After determining the demands and analyzing the requirements as well as the processes, the CRM system should be designed in order to achieve the goals and cover the determined requirements. Modeling CRM-based processes and workflows, designing required analytical reports, designing forms, and determining required workflows are among the activities of this stage.
Installation and development of CRM software
The installation and configuration of Microsoft's CRM software as well as its customization based on the information collected in the previous steps will be done in this step. In this step, Microsoft's CRM software is integrated with other organizational systems, including financial software, websites, etc. All technical activities in this step are based on the analysis and design of the previous steps.
Training and deployment
Training of personnel at managerial and user levels takes place in this step. Training is done by holding a training workshop to prepare personnel to use the system at this stage, and educational documents such as videos and training pamphlets are provided to users to train personnel to use CRM.
Why Microsoft CRM?
- Support for Farsi language and solar date
- No limit on the number of users
- Without affiliation to a specific person or company
- Ability to create dynamic information fields and forms without coding
- The possibility of creating dynamic workflows with various conditions without the need for coding
- Sales, marketing and customer service modules by default with the ability to customize
- Modules for dealing with customer complaints by default with the ability to customize
- Management module for administrative processes and routines by default with the ability to customize
- The organization’s tasks and activities management module by default with the ability to customize
- Online and timely management dashboards and analytical reports
- The possibility of unlimited development and customization based on the current and future needs of the organization
- Database based on SQL Server
- The simplicity of the user environment and based on the logic of Office software
- Defining access rights to information is very easy and accurate for each user and record
For CRM system implementation consultation, please fill out the consultation request form. Necessary coordination will be done as soon as possible.