The implementation of a CRM is the last stage of the CRM app development process that has to be completed before you start using the application. If unsuccessful, it may result in difficulties in using the app, using it inefficiently, or even giving up the solution. To avoid that, a complete detailed implementation is essential. Who should supervise this process and how they should go about it?
Person managing the implementation
The person managing the implementation is responsible for its success. It is crucial that this person representing the software house is an expert on CRM systems. At Kamee the implementation is managed by your personal IT advisor - your consultant throughout the whole process of the identification of your needs and the application development.
Depending on the size of a company, the advisor trains all the future users of the solution or only the team leaders or department managers, who then are able to train the members of their teams on the system functionality. In this way, each user of the software will know how the system works, which will enable them to use the available modules effectively.
The scope of support during the implementation
Particular software houses differ as to the scope of support they offer. To ensure the system is successfully implemented, it has to be done methodically and with high attention to details. That's why at Kamee we guarantee help from your personal consultant both through face-to-face meetings and online training.
During our first meeting, we want to go through personal training of each team, which aims at a detailed presentation of the modules and functions of the application along with showing how to use the software most efficiently. This training method allows us to answer your questions as they arise and resolve any ambiguities. In case of face-to-face training, you can choose the hours when you want it to take place.
Within this training delivery method, we offer support through different channels: chat, email, Skype or phone conversations, desktop sharing. Remote support service is not only convenient but also provides you with the possibility to ask questions and get immediate responses or obtain detailed descriptions of certain functions, should you need these. Online help also means quick reaction to and correction of potential bugs or errors.
Client's role in the implementation process
Successful implementation also depends on the engagement of the client purchasing the CRM system. The commitment of the employees and the amount of time that can be dedicated to the implementation process directly affect its chance of success. As many cases show, it is good to select a representative that will be responsible for the implementation of the solution to supervise the whole process. It is usually the person who ordered the application but it can be another chosen representative of the company.
The success of the implementation depends on several factors:
- The level of the adjustment of the solution to the client's needs.
- The offered scope of support.
- The person managing the implementation.
- The commitment of the client's company.
- The time dedicated to the implementation.
Only if you consider all these factors, can you expect the software to be used effectively, which will mean streamlining the workflow, saving time, and increasing your revenue.
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