Implementation of CRM system in the company

Implementing a CRM (Customer Relationship Management) system in a company can bring many benefits and positively influence the efficiency of employees, customer relationship management, report generation and many other aspects of the business. In this section, you will learn about the key steps you need to take to ensure a successful implementation of a CRM system in your company.

The most common mistakes in implementing CRM in a company

Implementing a CRM system can bring many benefits to a company, but it also comes with some challenges. Read what are the most common mistakes made when implementing CRM in a company. These are just some of the reasons for the failure of CRM system implementations in organizations. Avoid them using our knowledge and experience.

Inadequate analysis of business needs

Failure to thoroughly analyze and understand actual business needs can lead to the implementation of a system that neither meets user expectations nor supports the company’s key processes.

Lack of commitment from the management team

The success of a CRM implementation requires the full commitment of the board and management. Lack of support from decision-makers can lead to resistance among employees and make it difficult to fully implement the system.

Neglect of user training

Training is key to successful CRM implementation. Training that is too short, inadequate or irregular can lead to user frustration and inappropriate use of the system’s potential.

CRM functionality overkill

Introducing too many functions in a CRM at once can be difficult to manage and lead to delays in implementation. It is better to focus on basic functions and then gradually introduce new elements.

Before you choose a CRM system...

Don’t make your choice too quickly. It can take up to several months to implement a company’s CRM system and personalize it. Before choosing CRM software for your company, consider the following issues. If you would like to consult with us about your company processes that you want to digitize, please email or call us.

SaaS or dedicated?

Are you looking for a subscription (SaaS) solution or want to outsource dedicated CRM programming?

Budget for CRM implementation?

What budget have you budgeted for the CRM implementation? If you want to outsource programming you need to prepare for a larger expense.

What CRM functionalities do you expect?

Focus on the most essential CRM functionalities that your organization really needs. Then develop more.

Why does your company need a CRM?

See the meeting between Tomasz Socha, CEO of 4B Systems and Piotr Ignaczak and learn more about why CRM for your company? You can find more of our videos on our channel. You are welcome!

Subscription CRM or dedicated software?

This is a basic question about implementing CRM software in a company. The choice is not easy, as it affects such aspects as implementation time, budget, final functionality of the CRM system. Below we have illustrated in simple terms the basic pros and cons of each solution.

CRM by subscription

Implementing subscription CRM software (SaaS) is much cheaper and faster to implement. It also provides many additional benefits, which you will read about below.

Benefits of implementing a subscription CRM

Additionally, in SalesWizard CRM

Dedicated CRM programming

Outsourcing dedicated CRM programming, by design, provides a company with greater personalization of the system and functionality to its expectations. It is both more costly and time-consuming to implement. Read what dedicated CRM programming can provide you.

Benefits of implementing dedicated CRM software

Threats and challenges of dedicated software

Subscription or dedicated programming?

If you still don’t know what your company needs, schedule a free consultation with us. We will check what processes you currently have in place in your company and help you digitize them.

How do we implement SalesWizard CRM?

See what steps of SalesWizard CRM implementation you will go through with us. Don’t worry, we will help you at every stage of implementation.

Analysis of needs in the company

Before implementation, we want to get to know your company, its needs, the processes you want or plan to implement in the CRM system. Such information as the number of users working on the system, the planned amount of data stored are also important at this stage.

Discussion of needs and planned customizations

We want to discuss your expectations and needs before we start programming and personalizing your CRM system. We will indicate recommendations for implementation, so that at this stage we focus on the most relevant aspects.

Personalization of the CRM system

We customize the CRM system to meet the needs of the organization. We create service funnels, processes, automations, templates – everything you need to get started.

Data import

Start working with a completed CRM system. We will help you import the necessary data into the software – your customers’ data, your company’s contact database, your user base.

CRM integrations

Integrating your CRM system with other tools you use on a daily basis in your company is crucial to the success of your system implementation. Google Ads, Facebook Ads, calendars, WhatsApp Business, SMS API, email are the most important ones.

Team training

Implementing a CRM requires working with your company’s team. After the comprehensive launch of the system, we provide dedicated training for your company’s employees.

Post-implementation analysis

We don’t finish the job by getting the system up and running. We meet again several times to study what works and what doesn’t. What elements of the system have not been well implemented, we eliminate bottlenecks in the processes.

Optimization and implementation of new functionalities

After checking the optimizations implemented, we suggest further changes and functionalities to help your business. We continue to work. Improvements in sales processes, complaints or customer relationship management are ongoing.

Implementation of CRM software in the company

Implementing CRM software in a company is a very involved and time-consuming, process. The wrong approach can cost a company a waste of time and considerable resources. That’s why it’s worth taking the time to analyze your needs, determine your budget, implementation time and the goals you want your CRM to achieve. Learn more about how to successfully implement CRM in your company. Read the most common questions from our customers.

What are the benefits of implementing a CRM system in a 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.

How much does it cost to implement CRM in a company?

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.

How long does it take to implement a CRM system in a company?

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).

How to choose the right CRM system for your company?

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.

When is it worth choosing a CRM (SaaS) subscription?

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.

When is it worth investing in dedicated CRM software?

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).

What is the process of implementing a CRM system in a company?

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.

How to minimize problems when implementing a CRM system in your 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.

How to assess the effectiveness of implementing a CRM system in a company?

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.

How to adapt the CRM system to the specific nature of the company's activities?

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.

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