Implementation of CRM should begin with an analysis of the needs of the sales department

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If you are planning to implement a CRM system within a reasonable time frame, without unnecessary risks and disruption of work processes, we recommend that you first find out what the sales department needs?

In other words, what employee needs should the CRM satisfy?

After which it is important to define the fundamental criteria for compliance.

How to conduct such an analysis? We recommend following 3 steps.

1. Conduct interviews with salespeople
This way, you can identify both the problems that sri lanka consumer email list employees regularly encounter and determine their expectations from the CRM.

Moreover, questions may concern difficulties in working with current tools, problems with access to information/role distribution and limited functionality, insufficient analytics and unclear (missing/outdated) reports, and the unfulfilled desire to interact with the necessary information in a “single window mode” and more.

2. Analyze the department's business processes
In this case, it is worthwhile to examine current processes as objectively as possible, determine their strengths and weaknesses, identify existing and prospective risks that you should eliminate, and advantages that need to be preserved, increased and used as a growth point.

3. Define basic criteria for selecting a CRM
Using the information you have obtained earlier, decide what criteria your CRM system must meet and what will not be critical.