HomeIndustries5 Crucial Steps to Take before Implementing CRM System

5 Crucial Steps to Take before Implementing CRM System

It’s pretty well-known that a CRM system really does help business development. Every kind of it, be it small or big, has gained increasing revenue with the system.

A CRM system helps business by automating every task that is related with your customers. In manual work, you probably use Excel sheet, sticky notes, or paper that are stacked in a big shelf to store customer information. It’s obvious that this is very inefficient and that’s why  CRM system is now so popular.

However, what company don’t really put into account is that choosing a CRM system, if not careful, could be very challenging. There’s this risk in which CRM system implementation won’t function and eventually becomes a failed investment.

Therefore, how do you choose the right CRM system in the midst of vendor CRM sea? This article will discuss 5 crucial steps that every company must take before choosing a CRM system.

Read more: What is CRM? | A Comprehensive Overview of CRM Software

Define your needs

First of all, you need to identify what your company needs to understand how far CRM system can help you. To do that, you can list your problems one by one and then decide what features that can help you.

By focusing on company’s problems will deliver you to a successful  system application. In addition, because your business operation is very unique, make sure that you choose one that can be customized easily.

Learn the CRM features

Now, you have noticed what goes wrong in your company. Then, you need to know what CRM system offers you. You won’t able to know what you’re looking without knowing the products.

In general, here are the CRM features and its benefits:

  • Contact management – helps you build and maintain company’s relationship with the customers
  • Lead management – helps you convert leads to customers in a strategic way
  • Predict sales – helps you predict when a project will be completed based on historical data
  • Improve communication – create a better employees coordination in completing a project
  • Track e-mail – Track all sent e-mails and analyze the effectiveness
  • Centralized data base – Customer data, proposal, video, case studies, contract, all stored in one database
  • Analysis – Companies can analyze all sales growth

More complex features and those that you need are also available. Indeed, all these features will help your business to be more efficient and fasten lead conversions.

Evaluate your choice

Based on the problems and what you need to solve them, you have to start sorting out the ERP or CRM vendors that provides your requirement.

Generally, there are two types of CRM systems: on-premise and cloud based. CRM on-premise is for you who don’t want to export the company’s data to cloud due to security concerns.

Meanwhile, most CRM companies use a cloud-based system to prioritize accessibility and, therefore, boost company’s efficiency.

You choice should be based on whether you are comfortable and supported with the use of the system.

Choose your system

Because you’re going to invest so much money, time, and human resource, you deserve the best CRM system that gives you a fast ROI.

If you want an efficient company, you must choose one that goes with your needs and budget.

CRM vendors come with a various offers. There are systems with monthly or yearly subscription or you can get the features you need with one implementation payment.

Whatever you choice is, make sure that it follows how your company works and not the other way.

Evaluate your choice with a demo

If you already have the name of the CRM vendor, ask for a demo and watch how their system works. You must ask them as detailed as possible. Ask them about the training, whether the system is easy to use or not, and will there be any support team or not.


CRM system is very useful in leverage your sales. However, to make use of it, you really need to pay attention to those five steps.

As a reference, you can consider EQUIP CRM from HashMicro. CRM system from this Singaporean company has a complete features and very flexible to customize. You can review its specification here or you can directly for a demo through this link.

Interest in getting savvy tips for improving your business efficiency?


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