Implementation Projects with a Good CRM Solution- Nemely

Implementation Projects

Successfully and
Effectively Implemented

A good CRM solution must be easy to use, accessible, has good data quality, and must be intelligent to provide insight and visibility to the right people. And an important success of a CRM implementation is the engagement within the organization as a whole.

Why Implement A Project?

A new CRM system creates a unique opportunity for a more efficient and improved way of working and streamlining methods and processes. It also provides an opportunity for collaboration between different roles and departments, resulting in an improved internal collaboration within the company and providing customers with a more advanced and personalized customer experience.

The Key Factors To A Successful Implementation

Ease of Use
A good CRM solution must be easy to use.

Accessibility
A CRM system must be able to provide the right information at the right time and in the right place.

Good Data Quality
Data quality is a key to successful CRM implementation.

Intelligence
A good CRM must be intelligent enough to provide insight and visibility to the right people.

Commitment
Engagement within the organization is important in order to reach the full potential.

Common Advice

Prioritize

Identify what is most important for your organization and start from there.

Start Small

Adapt and develop the system and its functions on a small scale.

Be Patient

Time is crucial in order to fully comprehend and adapt the system into an organization.

Measure

Decide on a few key figures to measure your CRM success. Track your improvements.

Appoint

Appoint CRM ambassadors with different roles.

Crucial Step

Dedication and Involvement

In order for it to be a successful project, an internal project owner and preferably a project group with different stakeholders, who are able to contribute with their wishes and views, are needed. In addition, there should be a representative from the management team, who takes on the role as the project’s sponsor. It’s important that all those involved in the project set aside time for their efforts.

Workshops

Needs and Expectations

The project is initiated with workshops with the purpose of identifying the needs and expectations on the system from the organization. When this groundwork is done, the job of customizing the system to your aspiration begins.

Testing

Functions and Integrations

Once the system has the right features and content, the next important phase of testing begins. We’ll do a number of tests together with your project group to ensure that all functions and integrations work and that the correct data is published.

Our Vision

Easy access to the right information

One of the most important aspects to success is to always make available the most important and relevant information with a click of a button or a tap on a screen.

Everything in the system should return value

To motivate users to enter data into a system, they have to see a value coming out of it. Many times, CRM is considered an optional system. But in reality, it is one of the most important systems in the organization.

Remove administration tasks from the users

Everyone should do what they do best. This is why we believe that everything that doubles the work or repetitive should be taken away from the responsibility of the user as it must be done automatically.

Personal and well-targeted dialogue

With all the great data easily available, we should use this to customize and personalize the customer’s experience. This involves everything from the first marketing efforts to the sales meetings and all the way to customer nourishment.

Possible and easy-to-draw conclusions and insights from the system

The system sits on a goldmine of data that if used correctly can become a very powerful tool in the decision-making process. Don’t hide any of that data away but bring it front and center where it is useful.

Get quick and up-to-date signals

Just as the world around us is changing fast, the systems we use must act even faster to give us the right information and direct us accurately without delay.