Implementation of CRM system in the company

Effective implementation of a CRM system can significantly improve employee work efficiency by making it easier to manage customer information and better adapting the offer to their needs. The CRM system supports customer relationship management, enabling a better understanding of their needs and preferences. Moreover, thanks to the CRM system, the company can generate reports on activities performed, which makes it easier to assess the effectiveness of marketing activities and create strategies for the future.

The cost of implementing a CRM platform in a company depends on many factors. First of all, consider whether you are looking for a subscription solution (SaaS), under which you purchase access for a specific number of users, or whether you want to outsource dedicated CRM programming for your company. The type of license (subscription or perpetual license), ordering additional customizations of the CRM system and modifying additional functions will affect the total cost of running the system. The price of implementing a SaaS CRM system such as SalesWizard is from PLN 59 net per user, in the case of dedicated licenses – from several dozen thousand zlotys, and in the case of dedicated programming – at least PLN 150,000. zloty.

Just like the implementation cost, the implementation time depends on many factors. The basic factors will be the type of license (subscription, perpetual license or system programming from scratch), scope of functionality, and the size of your company (number of users). The involvement of you and your management staff also affects the implementation time. Depending on the size of the company and the type of license, the implementation time may range from several days (small companies, SaaS license) to several years (corporations, dedicated license).

When choosing a CRM system for a company, its specificity and needs should be taken into account. The CRM system should include functionalities that are best suited to the company’s industry, such as customer relationship management, sales process, customer service, report generation or business process automation. When choosing a CRM system supplier, it is important to conduct a thorough analysis, compare offers and consult with other companies that use similar solutions. An important element in choosing the right path to implement CRM software is also choosing the appropriate license for the system.

The choice of CRM implementation between dedicated custom software and a subscription on a SaaS platform is crucial for the success of the implementation. It is worth becoming aware of this problem and carefully considering the goals that CRM is to achieve in your company.

It is certainly worth paying attention to the following advantages of a subscription CRM solution:

1. Solution Scalability: SaaS subscriptions are flexible and allow you to easily adapt to your company’s changing needs. If you are planning to grow your business and need a system that can be easily scaled, then a SaaS subscription may be a good solution.
2. Upfront and monthly costs: Compared to traditional CRM systems that require significant upfront investment in infrastructure and software, SaaS subscriptions are often more cost-effective. Companies do not have to invest in purchasing and maintaining their own infrastructure, which can significantly reduce entry costs.
3. Availability from anywhere: If you want to be able to access your CRM system from anywhere and on any device, a SaaS subscription is the right option. SaaS allows you to use the system via a web browser, which means that employees can use it both in and outside the office. Of course, a similar solution today is provided by a dedicated, custom-made CRM.
4. Regular updates and technical support: SaaS providers regularly update their software, which means your company always benefits from the latest features and fixes without having to outsource paid modifications. Additionally, SaaS providers often offer technical support, which can be important in case of problems or questions about the system.
5. No need to manage infrastructure: With a SaaS subscription, the provider manages the infrastructure, service, security, etc., which means your company does not have to worry about these issues. This allows you to concentrate on your core business tasks.
6. Fast implementation: Implementing a CRM SaaS system is usually quick and simple compared to implementing traditional systems on your own infrastructure.

The decision to choose between dedicated CRM software and a SaaS subscription depends on many factors and the specific needs of the company. When making decisions, it is worth considering the following factors:

1. Unique industry requirements. If a company operates in an industry with specific requirements or specific business processes, dedicated CRM software can be adapted to these needs. SaaS software may not always meet very specific industry requirements.
2. Full control over data and security. Some companies, due to the type of business or legal regulations, may prefer full control over data storage and management. Dedicated CRM software can be implemented on your own infrastructure, giving you greater control over data and security (assuming the company has its own server administrator).
3. Customization and adaptation. If the company needs a highly customized system, dedicated software allows for full customization according to individual needs. With SaaS software, there are usually some configuration options available, but customization may be limited.
4. High availability and performance. Dedicated CRM software can be implemented on a dedicated server, which allows for better control over system performance and availability. In some cases, especially for large enterprises where high availability is crucial, a dedicated solution may be more suitable.
5. No subscription required. Investing in dedicated software may be more financially beneficial in the long run, especially if the company plans to use the system for a long time and does not want to incur fixed monthly subscription fees.
6. Adaptation to existing IT infrastructure. If the company already has its own extensive IT infrastructure, dedicated CRM software may be easier to integrate with existing systems.

However, it is worth remembering that dedicated CRM software may be more expensive in terms of initial investment, implementation time and maintenance. Additionally, it requires responsibility for updates, security and possible technical problems that may occur on the side of both the software and the technical infrastructure (server).

The CRM system implementation process consists of several key stages. After selecting the appropriate CRM software, the company should be properly prepared for implementation by, among others: training employees in the use of the new system and adapting existing processes to new functionalities. Then, you should monitor and configure the functionalities of the CRM system after implementation to ensure optimal operation and constant development of the company. Implementing a CRM system in a company is not a short process. You should pay attention to correcting the original assumptions after launching the software and focus on improving service processes so that the tool achieves all the assumed goals in the company.

To minimize problems when implementing a CRM system, it is important to avoid the most common mistakes made during implementation. Attention should also be paid to the integration of the new CRM system with other applications used in the company to ensure full consistency of data and operational processes. Business aspects such as a CRM implementation cost analysis and an action plan in case of failure are also important elements in minimizing potential problems.

To assess the effectiveness of implementing a CRM system in a company, various indicators should be monitored, such as increasing sales, improving customer service or shortening the sales cycle. After successfully implementing a CRM system, a company can experience benefits in the form of automated business processes, improved customer service, and easier analysis and use of customer information for marketing purposes.

Adapting the CRM system to the specific nature of the company’s operations requires a detailed analysis of business processes and user needs. It is important to define the goals to be met by the CRM system and the functionalities that are necessary for effective company management. It is worth seeking advice from an expert in this regard in order to carry out the CRM implementation process properly and avoid the mistakes described above.