Implementation is one of the most critical stages of Customer Relationship Management (“CRM”) usage. CRMs are only as good as the data that is put in them. Users need to have faith that when they look something up, what they’re seeing is accurate. Without that, they are likely to not use the system, which means they aren’t adding current data themselves. You can see how this can spiral pretty quickly.
The foundation for your new CRM is set during the implementation phase. You’ll be deciding what data to import, what fields you’ll be using, what field types they will be (dropdown vs text for instance) and crafting your team’s first workflows. This is one of those “measure twice, cut once” scenarios.
Having a knowledgeable and responsive support team is essential. If you have utilized CRMs successfully before, you can still accelerate your adoption by confirming your ideas with our team. If this is your first CRM implementation, those support resources can mean the difference between a successful rollout or a failed one.
Your CRM should be eager to help you and your team through the implementation (and beyond). We at VipeCloud pride ourselves on the responsiveness and quality of our support. By guiding you through your implementation, you can more rapidly understand the process rather than figuring it out through trial and error. This helps ensure that you will not only have a successful rollout, but it also helps reduce how long the process takes.
Steps To Implementing Your CRM
Initial Evaluation Call
In many ways, implementation starts before you have become a customer. It begins when you first reach out to us to evaluate a CRM for your company. In these discussions, your CRM should learn about your business and what you are trying to accomplish. Every wants to avoid unsuccessful implementations, and would prefer long-term happy partnerships. We at VipeCloud are thankful this is something we’ve been able to accomplish so far! We’ll even let you know if we believe we are not the best fit.
This is a crucial stage for getting a feel of the software and also testing processes that are unique to your business. You’ll want to verify all of your critical make-or-break items during this time. What are the things your current CRM isn’t able to address? If you don’t have a CRM, what are the workflows that you currently are unable to do that are motivating you to explore a new one? Test them out during your free trial, and never hesitate to reach out for support during this time.
Data Strategy Call
When you are ready to move forward, it’s time to plan your roll out. You’ll want to develop a strategy for gathering your current data and migrating it into your new CRM.
At VipeCloud we can work together with you and your team through this stage. While importing data into VipeCloud is easy, and is something that you’ll be able to do yourself, we like to work with our customers on the first import. That way you can be confident that you’re starting off on the right foot.
No two businesses are the same. The same can be said for training needs. If you have complex needs and a staff who are new to CRMs, this could be a more involved process. That could be comprised of one or more team training meetings, followed by one on one training as-needed. Or, if your needs from the system are quite standard and you have a team who are experienced with CRMs, then a single training meeting might be all you need to get everybody started.
In our experience, as customers learn the system, they need progressively less and less support as time goes on. That said, you’ll want to know what ongoing support looks like from the CRM you’ve chosen.
At VipeCloud we are always available to help and are very responsive when you reach out. We’re available via phone, email, and chat. We also have several support resources that you can access on your own, such as our implementation guide, YouTube tutorials, and blog articles.
The VipeCloud Difference
We like to ensure every customer has a successful CRM implementation with us. We do that because we know that everyone involved will benefit from a strong start. If you’re looking for a CRM partner who will be exactly that, a partner, reach out to VipeCloud today.