CRM Consulting, Platform Selection & Roadmap
CRM Implementation
up to 90% of independent CRM implementation processes fail
We are your Rescue Team!
Certified Solutions Metrix experts will customize CRM to fit your company, including system integrations, data migrations, CRM consulting, and ongoing support.
CRM Implementation Steps
1. CRM ROADMAP RELEASE PLAN EXECUTION
Throughout your implementation journey, count on our specialists and your dedicated CRM implementation consultant to provide the best CRM practices and clear and consistent communication for effective and lasting CRM adoption.
2. USER ADOPTION & TRAINING
User adoption is just important. With the right CRM adoption plan, your team will be on its way to sustainable growth and operational efficiency. Count on us to be your CRM implementation consultant and get you there.
SYSTEMS INTEGRATION
Don’t let our business acumen fool you into thinking we’re not ready for the techy part of CRM tech.
If our business consultants shined during the Inception phase, our technical folks take the spotlight in ensuring your CRM integrations are seamless for your CRM implementation.
We understand that to deliver an extraordinary customer experience, you need to gather information from multiple systems. We’re familiar with all the integration approaches. From API, ETL, ESB, Middleware, etc., we integrate anything from the latest and greatest cloud systems to older systems like AS\400.
Your committed CRM implementation consultant is ready to tackle it all.
WHAT'S GREAT ABOUT THIS FOR YOU?
Secure & compliant system architecture.
A single point of truth.
AI & machine-learning ready.
OUR CRM PROCESS
A CRM system is a central database that stores information about prospects and customers. Implementing a CRM system is a significant investment for any business, but it’s not just purchasing and installing software on your servers. Getting the most out of your investment requires a CRM partner who understands your business and its objectives. That’s where our CRM implementation company steps in to help.
CRM CONSULTING
We help you plan your CRM implementation and train your staff to use it effectively. Our consultants manage your CRM continuously so you can focus on your core business activities without worrying about updates or upgrades.
CRM IMPLEMENTATION
Our CRM team works with clients to complete implementation on time and within budget. We integrate new CRM with existing applications to avoid data duplication and inconsistencies, maximizing your investment.
CRM OPTIMIZATION
We facilitate seamless customer data migration from outdated systems to new CRM software, ensuring accuracy and consistency across all channels.
CRM SUPPORT
Customers can buy a bank of hours for a support project. This way, they can access our services whenever needed without purchasing each service separately.
We Have Expertise in the Implementation of the Following CRM Platforms
OUR SUCCESSFUL CRM IMPLEMENTATION EXPERTISE
Why put your CRM needs in our trust
We're business consultants first
We've been CRM experts for over 15 years
We've led over 400 CRM projects
User adoption guarantee
LOOKING FOR A TAILORED CRM IMPLEMENTATION?
Solutions Metrix offers platform-agnostic CRM solutions to top banks, credit unions, and many other institutions in the US and Canada.
CRM Frequently Asked Questions
FAQs
What Is a CRM Implementation?
CRM implementation involves installing, configuring, and integrating a CRM system into your company’s existing processes. It aims to improve customer-facing operations and provide a central hub for customer data and interactions.
What does CRM stand for in sales?
Customer relationship management (CRM) in sales refers to the strategies, technologies, and practices that companies use to manage and analyze customer interactions and data throughout the customer lifecycle to improve business relationships with customers, assist in customer retention, and drive sales growth. While the “C” in “CRM” stands for “customer,” it’s important to note that the best CRM tools are designed to help sales teams enhance every stage in the sales cycle, from lead generation to post-sales customer support. These tools can streamline processes, provide valuable insights, and enable personalized customer interactions, ultimately improving sales performance and customer satisfaction.
What are some examples of CRM systems?
Businesses use CRM software for sales, customer service, marketing, and support. Popular CRM solutions available today include SugarCRM, Salesforce, Microsoft Dynamics, and Creatio.
Why Should Businesses Implement a CRM?
Implementing a CRM system offers substantial advantages to service-based businesses, including those in e-commerce, financial services, healthcare, and real estate. Modern CRM systems enclose sales and marketing, digital commerce, and client service, enabling the management of consumer interactions and behavior across the entire customer lifecycle.
Implementing CRM can enhance efficiency through process automation, improve customer service quality, and increase sales by leveraging accurate customer information. Integration with digital platforms consolidates crucial information for quick access, facilitating informed business decisions.
Why Is CRM Implementation Important?
Implementing a new CRM system will transform your established processes. It is essential to ensure that your plan integrates the new system seamlessly with your current workflow to prepare your team for the launch. Successful CRM implementation can help your business in the following ways:
- Promoting the use of the new CRM system investment.
- Improving customer service.
- Increasing sales.
- Streamlining business processes.
- Enhancing data security.
How does CRM help sales?
A sales CRM empowers you and your team to centralize contact information, track ongoing activities, and enhance customer retention. CRM Software offers a comprehensive view of your sales cycle, illuminating key opportunities. Receive timely notifications to improve the customer experience and drive more successful deals than ever before.
What are the steps for CRM implementation?
There are 10 steps to effective CRM implementation, including:
- Establish your CRM selection and implementation teams
- Identify your CRM goals, needs and budget
- Determine required CRM integrations
- Evaluate CRM solution options
- Select the best CRM for your needs
- Prepare your data for the CRM transition
- Test your new CRM
- Create final training and support plan
- Roll out your CRM
- Monitor performance and adjust as necessary
What are the Keys to successful CRM implementation?
- Define Business Goals: The first step in a successful CRM implementation involves clearly defining the business goals. This ensures that the CRM aligns with the company’s strategic objectives.
- Set Metrics and KPIs: Once the goals are established, it is essential to set metrics and Key Performance Indicators (KPIs) to track progress towards achieving these goals. This evaluation helps in steering the company in the desired direction.
- Budget Planning: Effective budget planning is critical. Knowing the budget allows for better resource allocation and ensures that financial constraints are addressed from the outset.
- Choose an Experienced IT Vendor: The success of the CRM implementation significantly depends on the expertise and experience of the IT vendor chosen to execute the project. Their proficiency can greatly influence the outcome of the implementation.