{"id":5278,"date":"2024-01-01T12:54:15","date_gmt":"2024-01-01T12:54:15","guid":{"rendered":"https:\/\/tst-blog.myenterprise.in\/?p=5278"},"modified":"2025-01-13T09:45:53","modified_gmt":"2025-01-13T09:45:53","slug":"refresh-your-crm-implementation-every-year","status":"publish","type":"post","link":"https:\/\/www.bhea.com\/blog\/refresh-your-crm-implementation-every-year\/","title":{"rendered":"Refresh Your CRM Implementation Every Year"},"content":{"rendered":"

CRM stands for Customer Relationship Management software. In the last decade, CRM has grown enormously and has helped several businesses of different sizes to performance and processing the data. CRM is easy to learn\u00a0 and implement with less efforts. It gathers all the customer interaction data under one place for effective management.\u00a0<\/p>\n\n\n

To learn in-depth about CRM read \u2013 What is CRM?<\/a><\/strong><\/p>\n\n\n\n

CRM Implementation Challenges<\/h2>\n\n\n\n

Integrating CRM<\/a> for the first time can be time consuming as it needs to deal with different features. Sometimes key employees may not be skillful enough to learn new methods and technology.<\/p>\n\n\n\n

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This may create a barrier between the management and the executives to be on the same work process. This happens mostly in companies implementing CRM for the first time<\/strong>.<\/p>\n\n<\/div><\/div>\n\n\n\n

The management and employees both face the hurdles in different ways. <\/p>\n\n\n\n

At times Employees feel CRM is adding additional work without adding any productivity because they feel without CRM also they are able to produce enough results. On top of it they also fear management can monitor them closely and keep asking for an update on information fed into the CRM. So executive management tends to be more flexible in listening to the employees and cut down on the scope where employees feel it is cumbersome. <\/p>\n\n\n\n

Approach to implementing a Complete CRM Solution<\/h2>\n\n\n\n

To all Bhea<\/a> Partners and Customers, We recommend not to burn the ocean! Meaning, do not force the CRM users to use all the features of the product initially when starting out.<\/p>\n\n\n\n

Because, with a full-fledged CRM implementation, after a year you will still have:<\/p>\n\n\n\n

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  1. Many unused features of CRM<\/li>\n\n\n\n
  2. Inefficient usage of the features<\/li>\n\n\n\n
  3. Increased manual effort due to mismanaged CRM process<\/li>\n\n\n\n
  4. Management not able to see the expected ROI <\/li>\n<\/ol>\n\n\n\n

    Integrating CRM<\/a> for the first time can be time consuming as it needs to deal with different features. <\/p>\n\n\n\n

    Incremental CRM Implementation with SugarCRM<\/h2>\n\n\n\n

    But this scenario is different with SugarCRM<\/a> as we add new features to our product at every phase and release them routinely every quarter.We are certain that in the first few months, companies might struggle to adopt and carry out CRM usage. So they neither have time to look at unused features or the new features released by the CRM vendor.<\/p>\n\n\n\n

    Therefore,  we visit our customers generally after 3 quarters or after their first renewal. This duration allows them enough time to settle down.<\/p>\n\n\n\n

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    Whenever we visited our customers to see how their implementation was going,  we were able to add a few points to their implementation that would relieve the management of a pain that they never thought can be easily solved by their CRM.<\/strong><\/p>\n\n<\/div><\/div>\n\n\n\n

    Once, we visited one of our new SugarCRM clients, which is a manufacturing company. We knew they were using leads, accounts, opportunities, and quotes for their Sales Process Automation. <\/p>\n\n\n\n

    On the other hand, We also found that they were using excel sheets for forecasting as it is very essential for preparing their manufacturing product for order execution. What surprised us is that, they did not know even after using for more than a year,  that SugarCRM comes with a forecast module as a standard feature and is connected with the opportunities module that does all of what they have been doing manually along with foolproof reporting and calculations.<\/p>\n\n\n\n

    We discussed for about two hours and understood their forecasting requirements, and gave a demo of Sugar\u2019s default forecasting features. Discussing together with the client, we understood their forecasting needs can be fulfilled by the extraordinary forecast module of SugarCRM.<\/p>\n\n\n\n

    We enabled the forecast module the next day and they were able to have a very stable forecasting solution within 3 months of the rolling out.<\/p>\n\n\n\n

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    Empower Your Business for Seamless Success With SugarCRM!<\/strong><\/h2>\n\n\n\n

    Start your journey with SugarCRM today. Your business transformation awaits!<\/p>\n<\/div>\n<\/div>\n\n\n\n

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    Contact Us For A Quick Demo<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n

    CRM Implementation Best Practices<\/h2>\n\n\n\n

    Once you implement CRM, revisiting the implementation at least once a year  is very important. Let us look at some of the reasons why you should recheck your CRM implementation after a year or at regular intervals.<\/p>\n\n\n\n

    Employee resistance to CRM might be their old habits being hard-wired in their neural systems. The new way of using the CRM product becomes burdensome even though it is easy. The pressure from senior and existing employees puts the management to request the implementation partner to customize CRM to enable the old practice.<\/p>\n\n\n\n

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    In such a case CRM <\/strong>becomes a glorified excel sheet or a glorified expensive tool<\/strong>. The same task that was done earlier on Excel, the same was followed  exactly on an expensive CRM.<\/strong><\/p>\n\n<\/div><\/div>\n\n\n\n

    But once the team starts using the CRM for a year, then their understanding can definitely make them accept that there is a better way of doing the same thing.<\/p>\n\n\n\n

    So exploring the key processes that were compromised during the initial implementation and reimplementing them is a way forward. As your  SugarCRM  implementation partner, we come with more than a decade of experience in CRM and we would not recommend any of our clients to use every feature and practice them at once during initial stages. We would like to warn them as this will lead to failure. <\/p>\n\n\n\n

    In CRM implementation lingo, it would be called \u201cDo not Burn the Ocean\u201d. If we try to implement all the features, teams will resist adopting the CRM. <\/p>\n\n\n\n

    Few key Do\u2019s and Don\u2019ts we recommend during  the initial stage of SugarCRM implementation are:<\/strong><\/p>\n\n\n\n