5 Helpful Hints for Rolling Out a New CRM System

5 Helpful Hints for Rolling Out a New CRM System

Customer relationship management (CRM) systems greatly help a business to organize their customer contacts as well as other contacts. Modern CRM’s can do much more than that, but this example is the principal use of the system. Rolling out a new system can be challenging, but Here are some helpful hints to ease that process and make life easier when implementing a new CRM system.

Slowly Go Through the Discovery Portion

This first stage of the process is where you go through everything that you are doing right now. You catalogue all of your processes that are currently in use. Look through all of your systems and see where everything is. This way, you can be completely organized before you even begin implementation of the new CRM system. You also need to talk to everyone who is going to be using the system and get feedback from them on what their needs are. You also need to find out what is the most critical processes and data that needs to be dealt with when you first do your implementation of the new system.

Once you have all of this complete, it is time to set your milestones and other planning for the implementation. This way all of your goals are out in front of you, you know who is involved and in what capacity, and when everything is going to go down. This way there are no surprises and nothing gets lost in the cracks.

Timing is Everything

There is always the likelihood of stress when implementing the new system, but that stress will only be amplified if you try to rollout during a busy time of the year for your business. For example, implementing the new system during a major project would be a bad move to make.

Implementing in Small Chunks

Although it might be tempting to just go full-tilt and implement everything at once, it is better to do it in stages. Phasing in the new system gives everyone time to adjust to the new processes and style. Another reason to do this is that if your company has been around for a while, there is a ton of data to be transferred, so this will take time to work it all into the new system.

Most Critical First, Everything Else Later

Get your most critical processes into the system first, or your core processes if you like that better. This gets everything organized. Once you get your fundamentals into the new system, then you can follow up with everything else and you will notice results much better than if you went a different way.


The last thing you need is resistance to the implementation, so make sure to get everyone who will be affected involved and do everything you can to get them into it, rather than just up and announcing the new system. Making your staff a part of things will decrease the probability of them resisting rather than embracing the new system.

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