How To Smoothly Integrate A New CRM

If you’re growing your business or simply need a better way of managing data, then at some point or another, you’ll need to integrate a CRM. You’ve likely heard of a CRM system, as for most businesses, they are an essential part of their business processes. Integrating a new CRM will have a significant impact on the business in terms of profitability and operations, so it’s important the transition goes smoothly. Whether you’re changing to a new CRM or integrating your first, we’ll give you some helpful tips to ensure the transition is successful.

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What is a CRM

Before we dive into how to integrate a CRM, you might be wondering what exactly a CRM is. For smaller or newer businesses, you may not yet have found the need for one, but as you grow, a CRM will be a valuable tool to help manage your business. CRM stands for Customer Relationship Management; it is a system to manage data, customers, and leads. It helps you develop better relationships with clients as well as streamline processes in functions from operations to marketing. A CRM can help as you take on new clients and search for new leads. They ultimately help improve profitability and can be tailored to your specific business needs. There are also companies that will help implement CRM into your system. For example, the world-leading IT service provider NIX United.

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Choosing a CRM

To integrate a new CRM, you will need to choose which provider to go with. There are many different choices out there, some of which you have likely already heard of.

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Some CRM providers include

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  • Salesforce
  • Hubspot
  • Zoho
  • Pipedrive
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There are many to choose from to suit the different needs of each business so take time to choose one wisely. If you’re a new or small business, perhaps you would rather work with a partner who knows how to do it all. A CRM development company can help integrate a CRM system for you, as well as support with end-to-end functions, so everything works seamlessly together. If you’re not sure where to start, then working with a business partner is a great way to ensure a smooth transition and a successful outcome.

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Make it a business decision

Moving to a new CRM is going to involve everyone in the business. It’s going to improve the way of working, but change doesn’t always come easy to everyone. People will need to get used to a new way of working, so it’s important they are involved in the decision-making process for a new CRM from the get-go. Ensure everyone's voices and opinions are heard, as you want your team to back the new CRM to result in a smooth changeover.

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Training on how to use the new software is going to be very important to its success. Ensure everyone knows not only how to use the tool but how to make the most of it. Listen to feedback and make changes where necessary. Your CRM will only be as good as the people using it, so if your team can’t utilize its capabilities, then it won’t be as profitable as it could be. Carry out testing and trials to get people used to the new platform rather than throwing them in at the deep end.

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Bringing a CRM to your business will no doubt improve the way you manage customers and increase profitability. The system is only as good as the people using it, so it’s incredibly important that the whole team is behind the decision and are able to voice their concerns. Everyone should have extensive training so they are well equipt to use the platform to all its potential. If you are not sure where to start with integrating a CRM, then partnering with a CRM development company could be the best option for you. They can help with a wide range of functions to ensure your business is optimized for success.

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