A CRM system (Customer Relationship Management) can be the backbone of your business!
You store and manage all contacts and processes to them in one system.
What is your goal?
What can a CRM System do?
A CRM system can be the backbone of your business. You build your customer relationships and maintain them with the help of your CRM system.
Especially for companies with several employees, data and processes are the order of the day.
Inquiries, offers, invoices, projects, employee planning, coordination, and of course customer management.
Your daily work is stressful and you need software that supports and relieves you!
Introduction of a New CRM System
In 3 Steps to your CRM System
Step 1: Needs Analysis
Every software project should start with a needs assessment. In this step, we define the goals that you want to achieve with your CRM.
- We work out your requirements and needs together
- Then we define your goals for the CRM implementation
In this step, we also select the right CRM system for you.
Step 2: Project Planning and Implementation
In the second step, we define the project scope and work packages.
Defining the project scope is important for small and large projects. For large projects, it is already possible to plan which subprojects will be broken down into. For small projects, it makes sense, because the success rate for the project increases.
Once the priorities are defined, the focus can be directed to the most important tasks during the implementation later on.
- Project planning with scope and work packages
- Prioritization of the work packages
Step 3: Test, Introduction and Training
The third step is testing and internal training.
Depending on your requirements, you may need specific integrations to your e-commerce or marketing automation.
In addition, in the vast majority of projects, there are requirements for fields, templates, and work processes in CRM that need to be implemented and tested.
As soon as everything fits functionally, we go to the introduction and training.
Migration to another CRM System
You want to move to another CRM System
Maybe your current CRM is hopelessly outdated or it contains too many limitations? Often the trigger for a new CRM is also a lack of interfaces.
In these cases, a migration to a new CRM system makes sense. You may have already made a selection or are still in the process of doing so.
Normally, we go through 3 Steps during the Migration:
Step 1: Data & Needs Analysis
You already have data stored in your CRM and work with it every day.
So you know exactly what works well and what doesn’t.
With the help of your experience, we create a list of data and details that need to be migrated.
Step 2: Migration Logic Development & Testing
In the second step, I develop the migration logic and perform initial tests.
Once the most important data has been migrated and correctly set up in the new data structures, it’s your turn for initial triage and feedback.
Depending on the complexity (how many modules & fields you have to migrate), we go through this process multiple times.
Step 3: Final Migration and Training
In the third step, I perform the final migration.
A team with CRM experience usually manages the transfer to a better CRM very easily. All data is available as usual, but now everything looks better and some things are faster and easier.
Nevertheless, employee training makes sense in order to use the new CRM efficiently.
Optimization and Extension of your CRM System
You want to do more with your CRM System
You want to further expand the benefits of your CRM system. Maybe you want more teams and departments to work with the system or you have other software that should be integrated into your system.
Zoho CRM and SuiteCRM both support the creation of new modules, fields, and workflows.
If these functionalities are no longer sufficient, the system offers interfaces, webhooks, and programming options.
Through these ways, it is possible to customize your CRM System to your business.
The implementation of this programming is done in the same way as a software project.
- Capture Problem
- Formulate Solution Approaches
- Project and Task Planning
- Test and Feedback
The vast majority of requirements can be achieved in a matter of hours to days. The powerful functional scope of your CRM system makes this possible.