Ask questions within the company

[Shishirgano9]

Current CRM systems offer countless functions , integrations and features. Ask employees from every department about their requirements for the new system. This way, prospective project managers can business owner database determine the necessary functions and make a narrower pre-selection. In very rare cases, the full range of possible application areas of a CRM system is required right from the start. A lack of information on the intended usage behavior can make the implementation of a CRM system unnecessarily difficult.

Ask questions like:

Which practices can be overhauled?
Where can efficiency be increased?
How is collected data recorded?
Are there tasks that can/should be automated?

Step 4: Record the status quo
Observe which applications and systems your employees are currently using. Analyze the current workflows and processes and determine which goals they are intended to achieve.

Which processes and procedures make up the daily workflow?
How much time does each work step take?
Can the processes be optimized?
What changes in the way we work would lead to greater efficiency?
Step 5: Define future processes
After you have determined your status quo, you can now look at future processes. Question your current processes to see whether they contribute to the success of the company. Some processes will certainly remain unchanged, while others will be restructured or even completely replaced. A CRM implication offers an ideal opportunity for such an audit.