A good way to describe the “Setting of your CRM Table for Implementation” is using the analogy as well as definition of an organizational blueprint- which gives you a model that provides guidance or a detailed plan or program of action.
Taking the time to plan out and document your organizational blueprint prior to implementation will benefit you in a number of ways:
- Giving you a 20k feet view to ensure you are structured properly.
- Sets a structured path to implementation which will save you time, resources and costs.
- Get you up and running which will enable you to see results and ROI faster
Here are some points and questions to address:
- Set up your company hierarchy by determining your organizational chart and company roles ( ie, administration, marketing, sales reps, service reps and any other roles that are involved in your CRM strategy)
- Define how data will be shared, accessed and edited within the roles of your organization
- What reports will you need to have?
- What fields in addition to what is standard will you need to create? What type of fields, drop-down, Picklist, multi select etc.?
- What documents will you need to store within the system such as proposals and presentations?
- What e-mail templates will you want to engrain in your system?
- How will data be imported into the CRM system, has it been cleaned and can it be exported in a file to be imported in your CRM system? (most CRM systems can import a csv file)
Having the answers to the above questions will ensure a successful implementation.... is your table set?