In the system, each user has his own account and has a certain role, which implies certain rights and opportunities. For example, a senior administrator or a regular manager. Everyone can enter the system under their login, but the role within it and the admission will be different.
Step # 2 - Define CRM Functions
In ready-made solutions, there is a very large and advanced functionality, and in individual solutions only the most important functions are needed. For example, manage contacts, track customer interactions, and plan something. The rest is at the request of the customer.
Step # 3 - Calculate the Budget
CRM applications require certain costs, both in time and in the cost of developer services. The price depends on the number of functions and roles of the system, tasks, the ability to support platforms, events, methods of entering information, sales funnel, interaction reports (forms) and integration with other services.
In addition, the cost should also include the time spent on development with prices for 1 hour of the programmer's work.
Step 4 - Search for a developer
There are three options: to find a company from the outside, develop it yourself or use ready-made sources and modify the system on your own.
In the first option - an outsourcing solution, this is hiring a developer company to prepare a project, develop a system, introduce it into business and train personnel.
An excellent individual solution when you need guaranteed quality at an affordable price.
You can get full control during development if your company staff has a team of programmers and developers. But this is not always cheaper and faster than in the first version.
And finally, the third option is cheaper and faster, when the source is taken from free access and brought to the desired state by its team.
Step # 5 - Train Staff
If the program was done with your own hands, the learning process takes place as it is created. But when the developer is taken from the outside, it will take time to prepare employees for the use of the new system. They need to know how to work with her.
It is good when the development company makes instructions or records of training materials on the basis of which you can get training. It costs money, but it will pay off, because an employee can look at a training manual at any time without contacting a programmer or developer.
Step # 6 - Support and System Update
Any program, and CRM systems, too, are necessarily tested before implementation. Therefore, the main glitches, bugs and other errors are detected in advance. But even super-specialists have mistakes, albeit small ones. Which, after implementation, can "get out" at any time.
It is for this reason that it is recommended to organize a support service, where staff can contact: call, send SMS or email.