In deciding on the choice of CRM system, you should consider not only the technical characteristics and requirements of the program, but also clear how the process of its implementation.
The price of the kit CRM system does not include deployment services, information on the cost of implementation is necessary to clarify directly from the companies involved in the spread and introduction of CRM systems.
In my opinion, there are two main options for the implementation of CRM system.
Rapid implementation, best suited for small organizations and lasts, on average, from two weeks to a month. Basic steps for the implementation of CRM done in the following order:
- Installing the CRM;
- Set up integration with the accounting system, established in the enterprise;
- Transfer of existing data about customers in the CRM system of programs Excel, Outlook, Access, etc.;
- Set up interface (adapting the program to the special course of business processes);
- Training personnel working with the CRM system.
Full implementation - the preferred option for large and medium organizations. A feature of this implementation is more thorough detailed work with the organization of the customer over the couple months. The introduction of such cases as follows:
1. Business Blueprint. Specialists on the introduction of carefully examining the specifics of work, documentation, basic business processes, technical support businesses, conducting interviews with its key employees.
2. A technical task on the basis of pre-survey. It describes the major milestones and timelines for the implementation, the composition of their value and the expected results of the company after the introduction of Monitor CRM.
3. The process of introducing the program in accordance with the terms:
- Installing the Monitor CRM;
- Set up the integration not only with the accounting system, but with all the programs in which stores information about users of the company (Excel, Outlook, Access, etc.);
- Set up interface (adapting the program to the special course of business processes);
- Training personnel working with the CRM-System Monitor.
Regardless of the type of deployment, vendor CRM-System Monitor FREE implemented after-sales service within 3 months since the inception of the program. Servicing includes the free provision of new releases, unlimited counseling by phone, e-mail and ICQ, as well as removing possible problems. After that organization could enter into a contract with the vendor on technical Purchase accompanied on a fee basis.
