CRM Setup

CRM Setup

CRM Setup Service - Manage Your Marketing and Sales Pipeline

The use of customer relationship management (CRM) systems varies between small and medium-sized businesses and large corporations. Consequently, before settling on a CRM system, it is important to evaluate such factors as company size, financial plan, and objectives. This will guide your choice of the optimal CRM software.

To streamline your business's communications, marketing and sales pipeline and project management, you need a solid customer relationship management (CRM) strategy to collect detailed, in-depth data about your customers. Customer service, sales, marketing, and finance will all benefit from this information, as will your company's end users.

Tips on How to Get Your Customer Relationship Management Setup Right

Even though setting up a CRM is only a part of the larger implementation process, it is still a significant task. However, if you follow these guidelines, you can increase the likelihood that your company's new technology and insights will be optimised following its CRM strategy.

Create a Customer Journey Map

As its name implies, customer relationship management (CRM) software is used to manage customer relationships. With the right customer relationship management system, your company's sales staff, marketing department, and support staff can work together to provide an effective service to every one of your customers and your business.

However, before you can meet the demands of your clientele, you must have a firm grasp of their interactions with your business. Creating a customer journey map can give you valuable information when setting up your customer relationship management system. 

You should map out the touch points and insights you've gathered about your customer journey, no matter how simple or complex, so it can be quickly understood. Helpful examples and templates can be found all over the internet. To properly configure your customer relationship management system, you must first have a thorough grasp of your customers' full end to end journey with your business.

Examine the Interactions in Your Sales Pipeline

CRM software is made to handle customer data through the sales funnel and beyond. Suppose you want your CRM system to reflect the activities and touch-points of the sales process accurately. In that case, you need a thorough understanding of how the customer journey translates into the various stages of your sales pipeline. For example, this could be a prospects first interaction with one of your customer service teams.

Be sure to record everything that happens during the sales process, no matter how it looks. Make sure there are distinct boundaries between the stages and well-defined criteria for progressing to the next level. As a result, the entire sales team will use the same terminology and procedures.

Identify All Internal Procedures That Affect the Sales Cycle

As you finalise your CRM implementation, your sales team isn't the only department whose requirements you should consider. Most businesses today use customer relationship management (CRM) software to coordinate their various customer service, marketing, and support efforts to provide a seamless experience across all customer interactions. 

Organisations may even rely on CRM systems to handle HR tasks and AR management. However, customer experiences can suffer if teams fail to properly plan for and execute handoffs between themselves as a customer moves through their journey.

Sometime we all think no one can know your business processes like your team, however sometimes it takes an outside expert to look at how you can streamline your processes and increase your efficiencies.

Do Good Things are Pro- CRM Managers.

We have a systematic, trusted process for setting businesses CRMs where customisation is key and the optimisation of your sales cycles is prioritised.

Let us know what you want to gain and we'll solve your pain-points.

We recommend CRM partners and processes that will fit with your business goals, size and speed of delivery. Keeping your staff productive, your customers happy and your processes clean and simple

Get in touch with us today.

Do Good Things are CRM Setup Pros

Modify The CRM System Program to Your Specifications

The foundation are now set up for your CRM system. Now is the time to put your knowledge to use by developing customised components for your customer relationship management software that support the unique processes in your business. Among these there are:

Custom Fields with CRM Integration

Your CRM systems software come preconfigured with several standard fields out of the box, which can record details such as a person's name, mobile number, company, and email address. However, you'll need more than just their contact details to manage your relationships with customers effectively. You can use the findings from your research to inform your team's decisions about the custom fields they'll need to store the information they collect about their contacts.

CRM Pipeline for Customer Data

A CRM's pipelines define the full scope of the sales process it supports, while stages delineate the specific actions in a pipeline. In most customer relationship management systems, you can create numerous pipelines, each with its stages. To back up your various business operations like marketing, sales, support, and service, you can make as many pipelines as you like.

CRM Software Workflow Automation

Automating repetitive, time-consuming tasks within your business's workflow is a great way to boost productivity and efficiency. While the degree to which a given CRM platform supports automation varies, many repetitive sales process steps could greatly benefit from automation. 

Dashboards And Data Analysis from a CRM Setup Agency

The key performance indicators, metrics, and progress toward goals can be monitored by CRM users, both individually and collectively, using customised dashboards and reports. Sales and marketing heads frequently use CRM reports in forecasting and reporting company progress to the C-Suite. A CRM setup agency or CRM integration professional can ensure that your marketing automation process or CRM solution includes dashboards that inform you on the result of your relationships and projects.

Dashboards And Data Analysis

Add Customer Information to Your CRM

Now that you've set up your new customer relationship management system with custom fields, pipelines, and stages, you can move your customer data. Nearly all customer relationship management systems have an import function that works with.csv or.xls files, so you can easily transfer your existing data. There may be slight variations in the following steps during the migration process:

  • Ensure the column names correspond to the names of the standard and custom fields, stages, and pipelines you use for marketing agencies.
  • The process consists of three steps: uploading the file, importing the data, and waiting.
  • Double-check that information is being mapped to the appropriate fields when migrating data and fix any problems.
  • You should run a few tests against the old system to ensure the data import went smoothly and that you understand CRM integrations

Integrate Third-Party Tools with the CRM

The new CRM you choose must be compatible with your company's other software. Your customer relationship management system (CRM) can be integrated with multiple systems to provide a unified environment with all the features and CRM data your business requires. With integrated CRM systems, your team can access unified customer data integration across all applications without leaving the CRM platform.

User Configuration and Enrolment

Users of a CRM integrations can be assigned varying degrees of access to its resources depending on their defined roles. Without compromising CRM data security or system integrity, you can grant users access to the information they need to do their jobs by granting them the appropriate permissions. You can better structure access levels and assign appropriate permissions to each role if you grasp which departments and functions use the CRM integrations for. 

When you've finished configuring your CRM systems user interface, it's time to invite your staff to join the system for contact management as your all-in-one CRM. Not only creating user accounts, but it also necessitates comprehensive onboarding and training sessions for each team member. Adopting the sales CRM to form data silos and higher levels of customer experience is a prerequisite to success. You can make the transition smooth and encounter fewer problems if you regularly solicit feedback.

Choosing an Expert Adviser on CRM to Simplify Implementation

Implementing a new customer relationship management system is no easy task, but it can be simplified with the help of the right collaborator.

CRM setup experts will work with your CRM administrator to help with platform setup, customisation, and data migration as part of the guided onboarding plan.

It is possible to increase CRM adoption, productivity, and ROI with careful implementation. Consequently, pick a collaborator who can get you up and running rapidly and remove all guesswork from setting up your customer relationship management system.

Are you looking to implement a CRM?

Do Good Things is a Digital Marketing Agency that is experienced in setting up and managing CRM tools.

It's complex setting up CRM integration the right way to begin with and decisions you make now impact it can have on your business processes.

If you are looking at how to improve your sales and marketing pipeline and integrate your sales data into a CRM or have any CRM related queries, get in touch today and let's chat.