Another query I get asked all the time is “where on earth to start such a big project like setting up a CRM system – or integrating new users into an old system…. ”
And the best hint I can give is to break it down into small chunks.
And start with the data – the far hardest part. Well – other than people and buy in – and you have to have buy in before you even start the project – so let’s presume you’ve already got that you … and you can be persuading your general users while the project gets going…
1) Collate, merge purge, clean and enhance your data – checking what you’ve pulled together with your contacts or through a data checking company (you can use your data while hunting for a CRM system)
2) Finalise on a CRM system and install it
3) Import basic contact details into CRM system
4) Append additional / historical data into your CRM system (event attendance, old meetings etc)
5) Train users (keep users updated as to progress throughout project)
6) Set up regular data integrity alerts
7) Set up regular activity alerts
That was all a bit lightweight I’ll grant you – but I’ll dig deeper in later hints and tips.
One thing I would say that brings a ‘new’ database to life is ‘history’. Point 4 above. It’s the ‘thing’ that shows users how useful your system will be to them. They won’t be able to imagine it – they have to be shown it. So you’ll need to show them from the ‘off’.
Hope you found this CRM tip useful.
All the best,
PS: I also write a regular email CRM tips, tricks and a few secrets.
Get them here http://www.databasefirstaid.com/crm_hints_tips_help.html
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