Proved Reasons for CRM Implementation

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Proved Reasons for CRM Implementation

The success of a prolific business lies in a strategy but not the mere technology. Exploring this issue further, we should come to grips with the obvious fact that CRM system is far more than a set of tools for a company running.

Apart from a customer-facing functions for sales, marketing and service processes, CRM solution enhances the insights into the buyers’ preferences, timely offers and personalized treatment. Likewise, it helps to align people, business and technology into a solid CRM strategy for understanding the market, industry and customer drivers.

Thus, what are the real and relevant signs that your business needs a CRM? This e-book will walk you through the most shared reasons and help you to consider your need in CRM by answering such questions as:

  1. How can CRM facilitate your records management processes?
  2. What CRM capabilities in improving sales performance?
  3. What benefits will your marketing managers get after CRM adoption?
  4. How the CRM implementation will influence the collaboration levels?

In case, you are willing to avoid CRM initiative failure and make your project successful, spare several minutes and discover the major and justified argumentation for CRM implementation.

Explore the Key Facts of CRM Implementation

crm implementation

CRM technology has already proven its efficiency and statistics says that the levels of CRM usage increases over-and-over. However, there is a tendency for the cloud solution implementation due to lower initial costs, cheaper system maintenance and ability of high-end functionality even for small businesses.

As well, we can follow the tendency to enlarge CRM users. By, according to 2017 statistics data, the overall users number increased from 56% to 74%.
Simply put, these stats show that the most companies (more precisely 91%) with more than 11 employees are more active CRM users than a small business with a number of employees of up to 10 (50%).
Also, a forecast from Gartner anticipates that the Customer Relationship Management market will be worth over $40 billion in 2018.
crm implementation

If you are considering the CRM adoption, you should pay attention to the 4 main areas of your business performance:

  • data management
  • sales
  • marketing
  • team cooperation

So, let’s discover the reasons you need a CRM in each of this areas specifically.

Data Management: Handle Cumbersome Processes Efficiently

With the even increasing digitalization of the business world, every organization require a structured, relevant and accurate database.

Here is a number of reasons why you should adopt CRM system:

  1. The records are in different storages, and you can add extra information for managing all the information in one place. Besides, you
    need to run a set of other programs for keeping notes and comments as long as you are deprived of adding any attachments.
  2. The update of the record is a lasting process and sometimes, the inaccurate information is changed or added.
  3. There are frequent instances of files and records losses due to the storage on hard-drives, emails or some other documents.
  4. You don’t have an immediate access to the required file or document. And your deal planning is suffering from lacking the overall
    view of your data.

And here is the benefits that can give you CRM implementation to solve above-mentioned issues:

  1. Simplify customer relationships, get an opportunity for service and sales professionals to communicate with clients promptly, and
    therefore improve the quality of the interaction.
  2. Well-timed access to the required information, quick admission to the company's customer data, engagement history, notes and other
  3. Ability to manage received information, get unlimited access to the organized and united database about prospects and clients of the
  4. Management of tasks, getting reminds of essential meetings, calls, unfinished commerces, etc.
To dig deeper and learn more about the effective data management, check out
CRM Data
7 Tips on Data
Lifehacks for Data Duplication

crm implementation

Troubleshooting of Ineffective Sales Performance

Every client wants an individual care and customized product or service with the close to immediate delivery.

Have you met those issues in sales performance?

  1. You have to talk with each sales reps individually in order to find how many calls they have made, to whom they have called and what
    they have offered.
  2. Frequently, businesses lose a number of leads and customers data with the lost of a sales person.
  3. Your company has no standard process of lead tracking and nurturing, so each of your sales reps does it in his or her own way.
  4. A number of deals fall apart due to the clunky information entry and nurturing of the new customers.

Check out the way CRM implementation can help you to forget about above-mentioned troubles:

  1. Ability to get a report on all calls from your sellers, the conversation details and its results obtained in one dashboard.
  2. With CRM, you can set permissions and prevent unauthorized export of data.
  3. Get the ability to track every lead and build a single sales strategy for all sales.
  4. Gain new sources of the new customer revenues, its education and transformation into real buyers.
To dig deeper and learn more about the effective data management, check out
CRM Best Practices of Sales Generation
Sales Options with CRM Pipeline

crm implementation

Manage Perplexing Marketing Activities Properly

The role of the effective marketing is often underestimated yet the number and quality of leads distributed to sales department depends on it performance.

So, let’s take a view of blunders you can face-up without using CRM.

  1. Little or no insight into the conversations of your leads and prospects.
  2. You marketing managers fail in responsive campaigns planning due to the lack of the customer segmentation tool.
  3. Marketers can’t measure their successful and ineffective activities and, therefore, fail in future projects.
  4. You lack option of a tracking the leads behavior on your site and use only notifications about their actions with your emails and

And here’s how CRM implementation can help you to avoid those:

  1. Provide in-depth customer data research.
  2. Ability to filter clients by different characteristics (e. g., age, gender, financial capabilities, preferences, etc.) and work
    directly with each group.
  3. Enhanced prediction for the business process achievement and a company or team performance analysis.
  4. Developing an effective business strategy based on the online tracking customer’s actions on your site, visiting certain pages and
    analyzing received data.
To dig deeper and learn more about the effective data management, check out
Secret of Lead Management
Responsive Marketing with

Overcome the Lack of Internal Collaboration

Communication and collaboration are the keys to success, it is vital in everyday life and business as well.

With CRM, your staff won’t suffer from such nasty incidents as

  • The updates are shared manually and frequently your employees don’t receive these added records at all.
  • To close the everyday tasks, you have to switch between different programs that takes a great amount of time.
  • The records updates and sharing them with your team waste the precious time.
  • Usually, the confidential information may be provided to the wrong hands as long as you share updated via email.

As well, you will get an ability to provide your business management from multiple devices.

crm implementation

Moreover, you will not have to be in the office all the time. CRM implementation provides the business owner’s mobility by using apps on the gadgets.
crm implementation

To dig deeper and learn more about the effective data management, check out
Rigid Tips for Employee Engagement

How to Make Your CRM Transfer Flawless?

If you want your data transition to be less time-consuming and affordable, take advantage of an automated migration service Trujay.

The SaaS provides an opportunity to benefit from the next functionality:

Data security and Privacy. The service excludes the possibility of any records loss. You can also sign Non Disclosure Agreement (NDA).

Data Mapping. Trujay offers a beneficial feature of the fields mapping. lf you get a notification that some items are not mapped, choose the available options. In case you observe that some entities are not mapped and don't include the corresponding ones on the future solution, create the custom fields to move the items.

Some CRM systems disallow to access the custom fields, so use a Service Package to complete a task.

To get more useful info on what is data mapping and how to provide it by your own, check out Trujay mapping FAQ

Users Mapping. Select a destination CRM user to assign the data of the current CRM user. lf a drop-down box doesn't include a choice of the desired user, create it on the future platform. Then, reload a page to see the changes.

Note: If you want that your destination CRM users have the same equivalents on the current platform, you should create the corresponding ones on the future solution. Otherwise, you may assign the records to the available users.

100% Uptime for Both CRMs. The service eliminates any business interruptions during the CRM data import.

Coding and Copy/Pasting Free. The automated tool helps you perform the migration without manual work.

Demo Migration. You can launch a free Demo Migration to check the SaaS in action. The service will transfer the limited amount of data together with relations between the records.

Deduplication. Trujay Service Packages can help you to clean out the data copies easily.


As it follows, CRM adoption process will bring you more benefits and facilitated performance along with business growth. Besides, CRM implementation can enable you with customizable and extended analytics for improving productivity and reducing time and expenses.

In case you wish to improve your business extension capabilities, it is time to find a new solution and change the management methods. Therefore, it is suggested to switch a part of your data into the desired CRM by using a free Demo Migration service from Trujay.

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