CRM in 30 days

5 steps

Sounds too good to be true?

CRM projects usually have a bad reputation – they take longer and cost more than planned. Various studies suggest that from 18% to 68% of all CRM projects fail to meet their initial goals. A certain way to avoid this is to choose CRM tools that do not require further development and to implement them using methods that have been tested in many organizations. humble team uses a method consisting of only 5 steps for a very fast CRM launch in 30 days:
  1. Sales process analysis
  2. Setting goals and their target values​
  3. Transferring data​
  4. Preparation of reports and dashboards​
  5. Training and starting to use​
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Or you can find the detailed process below.

1. Sales process analysis

The sequence of actions you make to achieve a sale – calls, appointments, reminders, negotiations – is your sales process. While most sales processes are similar, they differ due to company are, customers, or even employee competencies.

humble team starts CRM implementation project with the analysis of the sales process – we find out what are the specifics of your sales process and what steps ensure the most successful path to a sale for you. Explicating the process will allow it to be transferred to the CRM system, which in return will make it easier for your employees – everyone will have access to a sophisticated and successful sales process and will have the knowledge what actions to take at each stage of the sales process.

The sales process in a CRM system provides insight into which stages of your sales process are successful and which are not. You will know how many customers there are at each stage of the process, and this will allow you to predict your revenues. humble team will explain how we can use this knowledge to further improve the CRM and sales process – such insights are the great benefit of using a CRM system.

2. Setting goals and their target values

After figuring out what actions you take during each sale, we need to agree on the metrics and their intended results. There are many ways to measure sales success for example, it is important to measure flow of visitors to an online store, but this metric might mean little for, say, construction companies. In addition, the targets are also different: companies selling fast-moving goods (food, household items, etc.) can measure sales per hour, but a company selling slow-moving goods (such as designer furniture) may have several sales per week.

While implementing CRM in 30 days we suggest using the humble team’s pre-built measurement (KPI) sets, which are also used by other successful businesses. All you have to do is add your goals.

3. Transferring data

Another significant value created by a CRM system is a comprehensive customer card, which allows you to see all customer-related information in one place, often referred to as „customer 360“: customer products purchased, offered for sale, customer communication history and all other actions which you decide to lead to CRM. This ensures that all the information which is needed to make the best decision regarding a customer will be available at every stage of communication with the customer.

If you already have data collected about customers – we will transfer them to CRM. And you will constantly update the available customer information by using the CRM system after its implementation.

Yet data migration is often the most time-consuming part of a CRM implementation – if data needs to be migrated from another system or even multiple systems, it needs to be prepared and „cleaned up“ (eliminating duplication, unifying data formats, etc.).

humble team knows the minimum amount of data needed for successful CRM use on the first day of the project, so we start collecting that data and preparing it for migration.

4. Preparation of reports and dashboards

Reports and dashboards are an important part of CRM not only for managers but also for other employees. It is a place where you can immediately understand what the current sales results are and where additional efforts need to be directed. This is indispensable information for the company’s managers, sales, marketing, products and other employees.

Although CRM opens up great possibilities for data analysis and presentation, all of these possibilities can seem quite confusing right after you start using CRM. When implementing CRM in 30 days we create reports and dashboards  that allow you to immediately understand the current status of your set goals and target values.

5. Training and starting to use

Reports and dashboards are an important part of CRM not only for managers but also for other employees. It is a place where in a few moments you can understand what the current sales results are and where additional efforts need to be directed – it is an indispensable information for the company’s managers, sales, marketing, products and other employees. Although CRM opens up great possibilities for data analysis and presentation, all of these possibilities can seem quite confusing as soon as you start using CRM. When you implement CRM, we create reports and dashboards within 30 days that allow you to immediately understand the current status of your set goals and target values.

Why haven't you heard of CRM in 30 days?

When planning CRM implementation companies usually aim to do even more – often there is a desire for one system to have project management, accounting, invoicing and other functions. However, software developers often specialize in one area, so to meet all the requirements, the CRM system needs to be further developed. Unfortunately, enthusiasm begins to fade with understanding the complexity and cost of the challenge. The CRM project then often stops at the analysis or technical specification stage and does not even go to implementation stage.

humble team thinks and has real experience when a CRM can be implemented in 30 days with this five-step plan.

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