{"id":2459,"date":"2018-11-29T10:00:42","date_gmt":"2018-11-29T10:00:42","guid":{"rendered":"https:\/\/devbloglavaprotocols.nityo.in\/7-things-to-consider-before-getting-a-crm-system\/"},"modified":"2018-11-29T10:00:42","modified_gmt":"2018-11-29T10:00:42","slug":"7-things-to-consider-before-getting-a-crm-system","status":"publish","type":"post","link":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/7-things-to-consider-before-getting-a-crm-system\/","title":{"rendered":"7 Things To Consider Before Getting a CRM System"},"content":{"rendered":"<div style=\"margin-top: 0px; margin-bottom: 0px;\" class=\"sharethis-inline-share-buttons\" ><\/div><p><em><strong>By Jasraj Sandhu, Senior Business Analyst, and Prethiba Esvary, Marketing and Communications Executive, Lava Protocols<\/strong><\/em><\/p>\n<p><!--more--><\/p>\n<p><span style=\"font-weight: 400;\">What\u2019s worse than not getting what you paid for is an implementation failure.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Yes, we all know that having a great <\/span><a href=\"https:\/\/lavaprotocols.com\/2016\/01\/18\/what-is-a-crm\/\"><span style=\"font-weight: 400;\">CRM system<\/span><\/a><span style=\"font-weight: 400;\"> can <\/span><a href=\"https:\/\/www.allbusiness.com\/12-things-consider-implementing-crm-system-105052-1.html\"><span style=\"font-weight: 400;\">minimise manual work<\/span><\/a><span style=\"font-weight: 400;\">, save you time and resources, and ultimately boost your productivity and revenue. But you don\u2019t want to risk having a failed CRM implementation and end up having to pay for a <\/span><a href=\"https:\/\/www.business2community.com\/customer-experience\/4-common-crm-issues-0784409\"><span style=\"font-weight: 400;\">CRM replacement cost!<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">It is therefore imperative that you know what you are getting your business into. Based on our decade long experience in working with customers across various industries, we came up with a list of 7 things to consider before getting a CRM system. Check it out:<\/span><\/p>\n<p>\u00a0<\/p>\n<h2><span style=\"color: #ff6600;\"><b>1. Identify the Business Need <\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">What is the problem that you want to resolve within your business? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Is it a <\/span><a href=\"https:\/\/lavaprotocols.com\/\"><span style=\"font-weight: 400;\">sales\/ marketing\/ customer service<\/span><\/a><span style=\"font-weight: 400;\"> (for example) need? If it is sales, be specific about which area within sales <\/span><a href=\"https:\/\/lavaprotocols.com\/crm\/\"><span style=\"font-weight: 400;\">can be improved with a CRM<\/span><\/a><span style=\"font-weight: 400;\">. Some examples include: \u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead and opportunity management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales forecasting <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting <\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Also think about how this can effectively help in as many business areas as possible.<\/span><\/p>\n<p><img decoding=\"async\" data-attachment-id=\"11018\" data-permalink=\"https:\/\/www.lavaprotocols.com\/2018\/11\/29\/things-to-consider-before-getting-a-crm-system\/coffee-colleagues-cup-1193323\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.lavaprotocols.com\/wp-content\/uploads\/2018\/11\/coffee-colleagues-cup-1193323.jpg?fit=2000%2C1287&#038;ssl=1\" data-orig-size=\"2000,1287\" data-comments-opened=\"0\" data-image-meta=\"{\"aperture\":\"0\",\"credit\":\"\",\"camera\":\"\",\"caption\":\"\",\"created_timestamp\":\"0\",\"copyright\":\"\",\"focal_length\":\"0\",\"iso\":\"0\",\"shutter_speed\":\"0\",\"title\":\"\",\"orientation\":\"1\"}\" data-image-title=\"coffee-colleagues-cup-1193323\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.lavaprotocols.com\/wp-content\/uploads\/2018\/11\/coffee-colleagues-cup-1193323.jpg?fit=300%2C193&#038;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.lavaprotocols.com\/wp-content\/uploads\/2018\/11\/coffee-colleagues-cup-1193323.jpg?fit=1024%2C659&#038;ssl=1\" loading=\"lazy\" class=\"aligncenter wp-image-11018 size-large\" src=\"https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/coffee-colleagues-cup-1193323-1024x659.jpg\" alt=\"\" width=\"1024\" height=\"659\" srcset=\"https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/coffee-colleagues-cup-1193323-4.jpg 1024w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/coffee-colleagues-cup-1193323-2.jpg 300w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/coffee-colleagues-cup-1193323.jpg 768w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/coffee-colleagues-cup-1193323-1.jpg 610w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/coffee-colleagues-cup-1193323-3.jpg 1080w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/coffee-colleagues-cup-1193323-Aug-04-2022-07-56-50-42-AM.jpg 2000w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-recalc-dims=\"1\"><\/p>\n<p>\u00a0<\/p>\n<h2><span style=\"color: #ff6600;\"><b>2. Look at Your Processes<\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Think about your current processes and how will the CRM system fit into this. Which part of your processes need to change before you implement the CRM system? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bear in mind that implementing a new system throughout the organisation means that some, if not, all departments will have to adapt to changes, both in terms of systems as well as (possibly) processes. Data migration and user adoption (training and learning) process are some of the things to pay attention to. \u00a0<\/span><\/p>\n<p><b>Related<\/b><span style=\"font-weight: 400;\">:<\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/lavaprotocols.com\/2018\/10\/22\/security-on-the-cloud\/\"> What You Need to Know about Security Before Migrating to the Cloud<\/a><\/span><\/p>\n<p>\u00a0<\/p>\n<h2><span style=\"color: #ff6600;\"><b>3. Determine the Return on Investment (ROI)<\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Next, you ought to be thinking about the <\/span><a href=\"https:\/\/www.allbusiness.com\/12-things-consider-implementing-crm-system-105052-1.html\"><span style=\"font-weight: 400;\">following<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">By when do you expect the whole team\/ company to be fully utilising the system <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What is the projected revenue you are expecting to see and by when<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What is the projected customer retention rates you are expecting to see and by when<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" data-attachment-id=\"11019\" data-permalink=\"https:\/\/www.lavaprotocols.com\/2018\/11\/29\/things-to-consider-before-getting-a-crm-system\/1-5\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.lavaprotocols.com\/wp-content\/uploads\/2018\/11\/1.jpg?fit=1504%2C1004&#038;ssl=1\" data-orig-size=\"1504,1004\" data-comments-opened=\"0\" data-image-meta=\"{\"aperture\":\"0\",\"credit\":\"\",\"camera\":\"\",\"caption\":\"\",\"created_timestamp\":\"0\",\"copyright\":\"\",\"focal_length\":\"0\",\"iso\":\"0\",\"shutter_speed\":\"0\",\"title\":\"\",\"orientation\":\"1\"}\" data-image-title=\"1\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/www.lavaprotocols.com\/wp-content\/uploads\/2018\/11\/1.jpg?fit=300%2C200&#038;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/www.lavaprotocols.com\/wp-content\/uploads\/2018\/11\/1.jpg?fit=1024%2C684&#038;ssl=1\" loading=\"lazy\" class=\"aligncenter wp-image-11019 size-large\" src=\"https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/1-1024x684.jpg\" alt=\"\" width=\"1024\" height=\"684\" srcset=\"https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/1-1.jpg 1024w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/1-4.jpg 300w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/1-Aug-04-2022-07-56-47-14-AM.jpg 768w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/1-2.jpg 610w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/1-3.jpg 1080w, https:\/\/4843500.fs1.hubspotusercontent-na1.net\/hubfs\/4843500\/Imported_Blog_Media\/1-Aug-04-2022-07-56-47-53-AM.jpg 1504w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-recalc-dims=\"1\"><\/p>\n<h2><span style=\"color: #ff6600;\"><b>4. Know That It Takes Time <\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A <\/span><a href=\"https:\/\/www.allbusiness.com\/12-things-consider-implementing-crm-system-105052-1.html\"><span style=\"font-weight: 400;\">CRM system has a lot of features<\/span><\/a><span style=\"font-weight: 400;\"> and the best approach is to do a step-by-step\/ gradual implementation process. If your company intends to roll it out to more than one department, test out the system with one department first. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">That way, you are giving employees time to explore and understand the system functionalities, and to see if it fits in nicely with your business process. After all, you would want a system that can simplify your processes rather than complicate it.<\/span><\/p>\n<p>\u00a0<\/p>\n<h2><span style=\"color: #ff6600;\"><b>5. Does It Have<\/b>\u00a0<strong>In<\/strong><b>tegration Capabilities?<\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We recommend you get a system that can be integrated\/ connected to existing and back office systems such as your <\/span><a href=\"https:\/\/www.allbusiness.com\/12-things-consider-implementing-crm-system-105052-1.html\"><span style=\"font-weight: 400;\">ERP software, accounting system<\/span><\/a><span style=\"font-weight: 400;\">, and online payment gateway. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Questions you should be asking are:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How robust is the CRM system\u2019s API? <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Does it meet well-known industry API standards such as SOAP and REST? <\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">CRM systems like Salesforce have various readily available connectors that can help with this. What\u2019s great is that they take an API-first approach when building features on their platform. Your developers can therefore <\/span><a href=\"https:\/\/trailhead.salesforce.com\/en\/content\/learn\/modules\/api_basics\/api_basics_overview\"><span style=\"font-weight: 400;\">\u201cmanipulate your data however you want<\/span><\/a><span style=\"font-weight: 400;\">\u201d. <\/span><\/p>\n<p><b>Want to know more about Salesforce?<\/b><span style=\"font-weight: 400;\"> Read<\/span><a href=\"https:\/\/lavaprotocols.com\/2016\/10\/28\/seamless-crm-experience-salesforce\/\"><span style=\"font-weight: 400;\"> this case study.<\/span><\/a><\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<h2><span style=\"color: #ff6600;\"><b>6. Is It Accessible?<\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you read our previous article, you\u2019ll know that having a CRM system which is accessible anytime and anywhere is key to your <\/span><a href=\"https:\/\/lavaprotocols.com\/2018\/06\/11\/introducing-the-supercharged-sales-cloud-einstein-predictions-insights-and-productivity\/\"><span style=\"font-weight: 400;\">team\u2019s productivity<\/span><\/a><span style=\"font-weight: 400;\">. If the system allows you to do the following on both desktop and mobile, you\u2019re good:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Putting up sales figures<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Collaborating instantly<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Quick access to customer accounts and contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Organising tasks and cases<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tracking leads<\/span><\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<h2><span style=\"color: #ff6600;\"><b>7. Get the Right People to Implement It for You <\/b><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">It is important to note that off-the-shelf products won\u2019t necessarily work for all businesses. Each business is unique and will require some degree of customisation and there usually isn\u2019t a one-size-fits-all magic bullet. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">When looking for the right vendor, find out:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The experience and knowledge they have about your industry<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Clients they have worked with<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Go through their customer success stories <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The extent of their services <\/span><\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><b><i>If you\u2019re looking for a vendor to implement a CRM system for you\/ perhaps you need a solution which does not exist in the market, fret not. We can build something from scratch for you too. Email us at <a href=\"mailto:asklava@lavaprotocols.com\" target=\"_blank\" rel=\"noopener\">asklava@lavaprotocols.com<\/a> or call +603 7885 9720 to speak to one of our consultants. \u00a0\u00a0\u00a0\u00a0<\/i><\/b><\/p>\n<p><strong>Already have CRM? Go through<a href=\"https:\/\/lavaprotocols.com\/2017\/06\/16\/heres-crm-health-checklist\/\"> this checklist <\/a>to ensure that your CRM system is optimising your business processes, and not vice versa. <\/strong><\/p>\n<p><span class=\"et_bloom_bottom_trigger\"><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We all know what it\u2019s like when a project has failed. Similarly, we don\u2019t want a failed CRM system. Here\u2019s what you need to consider before getting a CRM system.<\/p>\n","protected":false},"author":1,"featured_media":2460,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[18,59],"class_list":["post-2459","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-blog","tag-cloud-horizon"],"jetpack_featured_media_url":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-content\/uploads\/2024\/10\/NovNewsletter2.jpg","_links":{"self":[{"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/posts\/2459","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/comments?post=2459"}],"version-history":[{"count":0,"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/posts\/2459\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/media\/2460"}],"wp:attachment":[{"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/media?parent=2459"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/categories?post=2459"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lavaprotocols.com\/the-cloud-blog\/wp-json\/wp\/v2\/tags?post=2459"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}