For a CRM project to be successful, it should be implemented from three perspectives:
A CRM implementation will affect many people throughout and outside your organisation. It is important that everyone hears about these changes from official sources, who know what is happening, not from the rumour mill. To achieve this, communicate with people in a way that works for them. My suggestions are:
Social learning means holding breakfasts, lunch 'n' learns and / or cheese and wine sessions where participants listen to a short presentation about the project, and why it is being done, in terms of benefits to each person, as well as the benefits to the business. By providing lunch or other refreshments, your people are rewarded for the time sacrifice that they make to participate in these events. The food and drink also encourages people to share their thoughts and concerns more openly.
A simple newsletter does not require graphic designers, hours of time, or massive investment. All that is required is an email that explains what is happening, highlights the benefits and offers an opportunity for questions to be raised and answered.
A simple flyer again does not require enormous effort. It is not about being fancy, just a simple communication that is made available in places such as office kitchens and corridors.
This sort of education activities can extend the information beyond your office walls, which increases the feeling of inclusion.
Another benefit of this sort of early education is that sets the scene, and shows that the organisation cares about the people. The people will then be more willing to invest their time in the training that occurs before go live.
Organisations will have large amounts of data in a range of places, styles and formats before CRM. If your CRM project is to be successful, this data should be in CRM before users use it. Surprisingly, to many, this is not a technical project. If you don't bring this data into CRM, there is a high chance that your users will continue to work in the way that they always have done, so all the metrics, reports and dashboards that CRM can give you, will be rendered almost useless. Your team members will also be very annoyed as, to them, the data is valuable.
I saw this, in a previous job, where to make it easier (for IT) people's contacts were not imported. They were told to retype them, because that would increase the accuracy of them. The users were furious, and the result was that the vendor had to redo the migration.
The steps to successful data management are:
Typically, before CRM, you will have data from many of:
This data will be in a range of formats including:
You will save time and money if before you start to design your solution you know what data you have. This means that you can then ensure that your solution meets these accurate data requirements, rather than meeting a vague idea of your data needs
Once you start to understand what you have, you should then bring it together and organise it. If you have large amounts of hard copy data – business cards and documents, now is the time to convert to a soft solution, either by scanning or retyping.
Within this data, there will be duplicates and inaccuracies. It is hugely beneficial to collate it into a few sources as possible. Often, spreadsheets are the easiest tool for this. Using a spreadsheet allows you to see duplicates easily and once you have identified the duplicates, you can manage them. For example, you can:
In many organisations, different teams work largely independently. So, when you gather their data there will be overlaps that need to be rationalised. This is often challenging as each team is likely to see their own data as top dog. If you have already achieved an overall understanding of why you are doing the CRM project, these inter-team discussions will be much easier.
Many of the inaccuracies will not be because the data was entered incorrectly, but due to changes. For example:
How these data challenges should be managed is an important conversation that key people in your management team need to have. It is rarely appropriate to bring in only current information - history is important.
You also have a perfect opportunity to follow up with clients and prospects to confirm their details. Since 67% of people who change supplier, do so because they feel unloved, this activity alone will likely bring in more business.
CRM can be many different things to many people. So, before you engage your delivery partner, it is essential to know where you can get the most value from it.
CRM is most commonly implemented as a sales tool, but perhaps to you, there would be more value in focusing on:
If you already have a website, should your CRM communicate with it, or is it better for your organisation to keep the two separate? Similarly with your accounting system – there are benefits in bringing them together and benefits in keeping them separate. The senior management team, rather than your IT team or your users, should usually make these decisions.
Being clear about the areas of your organisation that will benefit the most from the CRM makes planning the early education much easier.
If you go into your scoping workshop with these three activities happening you will reap the benefits in many ways:
therefore, you will save money – potentially a lot of money.
Published by Gill Walker
Gill Walker is many things:
Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions. We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.