CRM Consulting, Platform Selection &
CRM Implementation
Up to 90% of internally led CRM implementation processes fail
We are your Rescue Team!
Hire Us and Get Back to Running Your Business
Certified Solutions Metrix experts will customize CRM to fit your company, including system integrations, data migrations, CRM consulting, and ongoing support.
CONSULTING
We help you plan your CRM implementation and train your staff to use it effectively. Our consultants manage your CRM so you can focus on your core business activities.
INTEGRATION
We integrate new CRM with existing applications to avoid data duplication and inconsistencies, maximize your investment, and do it on time and within budget.
OPTIMIZATION
We facilitate seamless customer data migration from outdated systems to new CRM software, ensuring accuracy and consistency across all channels.
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 Will Help You With All-in-One
CRM Solutions Services
CONSULTING
INTEGRATION
AUTOMATION
OPTIMIZATION
We help you plan your CRM implementation and train your staff to use it effectively. Our consultants manage your CRM so you can focus on your core business activities.
We integrate new CRM with existing applications to avoid data duplication and inconsistencies, maximize your investment, and do it on time and within budget.
We automate the tedious clerical heavy business process and workflow to achieve operational efficiency.
We ensure you can innovate in your CRM and support you along the way.
How It Works
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. We build a roadmap to align your CRM strategy with CRM tactics.
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.
3. SYSTEMS INTEGRATION
We understand that 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 cloud systems to older systems like AS\400.
4. SEE IMPLEMENTATION IN ACTION
Discover how Solutions Metrix experts can empower your business to boost product adoption, enhance the customer experience, foster customer loyalty, and stimulate renewals.
OUR SUCCESSFUL CRM IMPLEMENTATION EXPERTISE
What You Get
Benefits of successful CRM Implementation?
With expert help from Solutions Metrix you will:
- win more customers
- keep more happy clients
- save time and money
- make better decisions
- gain a competitive advantage
- lower total cost of ownership
Work with us to get more out of your CRM
What Key Faсtors You have to Know?
CRM Implementation Costs
System Design and Roadmap
Crucial for successful implementation — the costs for this stage can range from 30% to 50% of the total price
Configuration
.
Includes setting up the CRM to meet the specific needs of the business — costs depend on the system
Data Migration
.
Involves transferring existing data into the new system — a well-planned system design can reduce costs
Training
.
The cost depends on the chosen method — effective training reduces the duration and cost of user adaptation
CRM Platforms We Specialize in Implementing
Looking to Upgrade Your Current CRM
or
Make the Switch to a Better System?
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.
How Long Does It Takes to Implement a CRM?
The time it takes to install a CRM system depends on the organization’s size, the system’s complexity, and how ready the organization is to adopt it. Smaller firms with more straightforward CRM needs might take a couple of weeks, while larger organizations with more complex needs might take several months or longer. To plan your implementation thoroughly, we, as an experienced solution partner, can help you map it out and divide it into phases to achieve the desired outcomes.
What Is the CRM Implementation Process?
CRM implementation involves deploying CRM software from scratch or integrating it into existing systems to seamlessly manage customer communication. Successful CRM implementation provides a centralized management system and easy access to customer information.
What Is the CRM Lifecycle?
The CRM lifecycle refers to the stages a customer progresses and how your company manages the customer-brand relationship based on their stage. There are five critical stages in the typical CRM life cycle model, aligning closely with the typical sales cycle:
- Reach
- Acquisition
- Conversion
- Retention
- Loyalty
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 11 steps to effective CRM implementation, including:
- Define the CRM strategic roadmap (3 to 5 years)
- Build your internal business case, prepare funding and organizational changes impacts
- Establish your CRM selection and implementation teams
- Define your change management and communication plan
- Determine CRM architecture, prepare backlog and prioritize the required business capabilities
- Evaluate CRM solution options
- Select the best CRM according to the strategic roadmap (do not compare just features and functions 😉
- Train your super users (yes, at the beginning of the projects – not at the end)
- Start the implementation
- Execute your deployment model
- 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.
What Businesses Can Benefit From a CRM?
- Sales organizations: Customer Relationship Management (CRM) systems play a pivotal role in aiding sales teams in effectively managing customer interactions, monitoring sales pipelines, and conducting in-depth analyses of sales data to identify prevailing trends and potential opportunities.
- Marketing organizations: CRM systems are essential tools for marketing teams. They facilitate the tracking of customer interactions, segmentation of customer lists, and analysis of marketing campaign performance.
- Customer service organizations: CRM systems are vital for customer service teams to track and manage customer contacts, promptly address customer concerns, and thoroughly analyze customer feedback to identify areas for development.
- E-commerce companies: CRM systems are essential for e-commerce enterprises to effectively manage client relationships, track interactions and orders, and analyze client data to identify valuable business prospects. By making data easily accessible, CRM facilitates seamless collaboration on various tasks, ultimately boosting productivity. Moreover, CRM is a versatile solution suitable for businesses of all sizes.
How to Implement a CRM System?
Implementing a CRM system can be a resource-intensive and time-consuming process. It requires careful planning, resource allocation, and a management system to achieve better results. Companies should adopt a collaborative implementation strategy involving key members from marketing, customer service, sales, and support teams in the core implementation team. This approach fosters teamwork, accelerates the implementation process, and enhances the effectiveness of the CRM system.
Is CRM a Tool or Process?
Both, actually. Customer relationship management is a broad business strategy that aims to enhance the relationship between the brand and the customer. It’s important to note that this is not a standalone process but a strategic approach. However, each organization will develop internal processes as part of a broader CRM strategy, making it a practical and adaptable business approach.
CRMs are tools, too, specifically CRM software platforms, that support customer relationship management processes rather than replace them.