10 Stepsto Create a

CRMImplementation Plan

Ready to implement CRM?

Follow these 10 steps to get going quickly.

#1 Create a Cross-Functional Team

CRM affects sales, marketing and customer service. For a successful implementation, you need representatives from each of these specialties. You’ll also need a technical resource – whether that’s outsourced or in-house.

#2 Find a Champion

You will need a project champion from your executive team who can greenlight the project and provide budget and resources.

Considering CRM?

Join hundreds of sales leaders who read

10 Questions You Should Ask Before Buying

Join hundreds of sales leaders who read

16 Tips for CRM Success

#3 Appoint a Project Manager

Every successful implementation is led by a project manager who schedules and coordinates the day-to-day details of the CRM implementation.

#4 Identify Goals

Make sure you start with specific, measurable objectives based on input from the cross-functional team and other key stakeholders.

#5 Prioritize Goals

You cannot conquer everything at once, so you need to prioritize. Determine which problems to solve first based on which will have the biggest impact.

#6 Determine How Your Sales Team Will Use CRM

Review, define and refine your sales processes before automating them using CRM. Map out exactly how you’ll manage the entire sales cycle from lead to loyal customer.

#7 Define Data Requirements

Decide what information you want to gather about companies, accounts and contacts.

Once you’ve defined your data requirements, you’ll likely need to clean up and append your existing data as well.

#8 Decide on Integrations

You’ll want to integrate your CRM system with other systems such as email and accounting to get the most value out of the system.

#9 Build Reports

What gets measured gets managed. Identify reports your management team and users need up front, so they are ready when you launch the CRM system.

#10 Conduct User Tests and Training

To ensure rapid adoption, test the CRM system with users during the implementation process.

Once launched, in-depth, accessible training and support has to be available to associates for your company to reap the rewards of CRM.

Considering CRM?

Join hundreds of sales leaders who read

10 Questions You Should Ask Before Buying

To keep getting value from CRM, you’ll need to reinforce usage.

For ideas on reinforcement and morecheck out 16 Tips for CRM Success or

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