Une implémentation CRM réussie se 
planifie

L'augmentation de vos revenus, des taux plus élevés de satisfaction chez vos clients et d'importantes économies de coûts d'exploitation sont parmi les avantages qu'apportent la mise en place d’une solution CRM dans votre entreprise. Mais pour parvenir à ces résultats, ia solution technologique choisie doit être mise en oeuvre uniquement dans le contexte d’une planification stratégique et opérationnelle rigoureuse.

Ci-dessous, les étapes fondamentales que Sales Conquest suit lors de ses déploiements:

1) PLAN

• Understand Your Business
  • Know Your Points of Pain 
  • Look at Your Industry

• Envision the Effort
  • Create a Vision
  • Define Your CRM Strategy
  • Define Clear Objectives and Success Measures
  • Set the Launch Date

• Involve the Right People
  • Gather a Governing Body
  • Identify Administrators
  • Identify the Business Owners
  • Pull together a Project Team

• Gather Business Requirements
  • Records, Fields, Layouts
  • Sales Processes
  • Assessments, Analytics
  • User Information
  • Access and Visibility
  • Record Assignment
  • Forecasting
  • Products

• Communicate
  • Tell End Users What to Expect
  • Update Business Owners and Sponsors

2) CONFIGURE

• Get Started
• Set Up Roles and Users
• Configure Record Types, Fields, and Picklists
• Configure Layouts
• Set Up Features Supporting Your Sales Methodology
• Set Up Books of Business
• Set Up Assignment Manager
• Configure Business Processes (Workflows)
• Validate Configuration
• Configure Reports
• Manage Data

GO LIVE

3) MAINTAIN

• During the first month, hold weekly follow-up meetings with business owners.
• Measure and manage ongoing progress across your organization.
• Provide ongoing training and support.
• Identify opportunities for improvement, such as developing new custom reports and refining layouts.
• Make changes based on user needs, such as team members needing their access to record types updated.
• Modify roles based on new responsibilities.
• Extend CRM functionality with add-on applications.
• Modify user settings when employees leave your organization.
• Start using other resources, such as the knowledge library, forums, and the learning Blog.