10 Steps to a Successful CRM Implementation

Nikunj Dudhat

Senior Writer

Chief editor

Chief editor

CRM Implementation

Customer Relationship Management system is not just a software system that you implement in your business strategy to build relationships with your customers. It is s strategy in itself. Given the increasing importance of customers for any business, providing them with personalized attention and retaining their trust is of paramount importance to remain competitive.

But with such a huge base of customers, how will you provide customized treatment to one and all?

Looking for CRM Software? Check out SoftwareSuggest’s list of the best CRM Software solutions.

This is where a CRM system comes for your rescue. Every business organization is highly aware of the manifold advantages of a CRM system. However, it is not as easy as it seems. No matter how great your CRM software is, if you don’t implement it right, your CRM system will fail. Many pieces of research have suggested that around 95% of the organizations fail in CRM strategies because of faulty implementation.

10 Steps for Successful CRM Implementation 

1. Set Your Goals

Implementing a CRM system with no goals makes no sense. You should first identify why your organization needs an analytics CRM system and what you expect from it. Develop a vision and identify the areas you want to improve with the help of the CRM system.

Sync your vision with the collective goals of your organization. Make everyone on your team aware of such goals and take your opinion. Setting out the goals will help you in developing a roadmap for the entire CRM implementation process.

2. Choose the Right Service Provider

Although 80% of the performance of your CRM system will depend on a successful implementation, the remaining 20% depends on a quality CRM system. How will you identify CRM software that is apt for your business? Learn the features of the CRM system to match it with your business goals. Or you can approach a vendor who has the experience of working in your industry.

Try to have an idea of their past works, experience, and knowledge possessed by the team as a whole. Research about them through ratings and reviews.

3. Draft A Budget

Drafting a budget is an important step for any project. You have to be clear about how much you are capable of spending on the implementation and which resources you can use. For a successful implementation, you should invest in quality resources. If your compromise on this stage, the results would lead to disasters. At the same time, you also have been very careful about the fact your resources are not misused. This can only be done by drafting a proper budget and sticking to it.

4. Time Management

Time is money! A good CRM implementation is possible only when you allow a considerable amount of time to it. Hasty steps could lead to failures. But most organizations have time constraints when it comes to implementing big projects into their working system.

Hence, you should have a proper plan to allot the available time to the project. Without time management, you get nothing except the loss of valuable time and effort of your employees.

Also, read: 5 Innovative CRM Trends to Keep an Eye on For 2022

5. Get Your Top Management on Board

For successful implementation of any kind of project in an organization, the support of the top management is highly crucial. A CRM tracking system for small businesses is not just about a few employees or departments. In fact, a CRM system affects all levels and employees of an organization by bringing a change. Changes are not readily accepted by anyone.

Hence, it is important that your top management is involved in the process from the initial stage and inspires everyone to see through the positive impacts of a CRM system. With them, on-board, getting “heads up” from other employees will not be a difficult task.

6. Appoint A Project Manager

A project manager is the one who will be entrusted with the responsibilities of supervising every task that is needed to be carried out for the implementation of CRM. He will be responsible for getting things done as per the set plan and time.

Your manager should be a person who has a positive repute in the organization among the employees. He should have good leadership and motivating skills to get moving throughout every up and down in the CRM implementation process.

7. Identify the Department & Train Your Staff

Though CRM primarily affects every department and employee of your organization, the scope of work required for CRM implementation cannot be allotted to everyone. You have to identify the right department and staff who can be entrusted with the tasks.

Once you identify the same, come up with ideas to train them on the use of the system. You can provide demos, live sessions, recorded videos or any other training material to make them acquainted with the use of the system.

Also, read: Reasons to Build Custom CRM Software for Business

8. Ensure A Smooth Transition

You might get the heads up from your employees with the help of the management, but as you proceed ahead towards the implementation process, the major difficulties start arising.

This is when they start showing reluctance to use the new system and stick to the oldies. Sudden changes are tricky. You should try to provide a smooth and focused transition process. Proceed with one step at a time instead of forcing everything on your employees all at once.

9. Prepare Well for Resistances

You are sure to face negative attitudes in the implementation process. Prepare well beforehand to deal with such rejections and negative attitudes. You should have counter-arguments ready in hand to justify the need to implement a CRM system every time someone opposes the idea.

How you put forward your point is also an important factor. Try avoiding debates/heated arguments as it will only destroy the environment and result in loss of time. Argue in a positive and healthy manner.

10. Proper Data Transfer

One vital step of the CRM implementation process is data mitigation. All your sales and customer data need to be uploaded to the CRM system before you start working with it. Even a little error in the mitigation process can lead to a heavy loss of valued information. For successful data transfer, it is crucial to choose a CRM system that is in line with your existing technologies and tools.


Successful CRM implementation is the result of a positive mindset, patience, and cooperation among employees. Once you pass through this phase, you successfully step into a world of higher ROIs, conversions, and sales.

Recent Posts

Share This