CRM implementation: How do you go about it?

What is CRM Implementation?

Organizations go through a customer relationship management (CRM) implementation to create a new CRM system such as Microsoft Dynamics 365 into their customer-facing processes.All sales, marketing and customer service activities are housed in the software during a CRM implementation.Contact moments with customers, the right flow of data for sales processes and the management and updating of customer data are now done from one CRM solution.A core part of a CRM implementation is therefore that you put (customer) data in the right place in the system, so that you can improve customer relationships and increase customer satisfaction.

Impact of CRM implementation on the organization

The impact of a successful CRM implementation is great, including for collaboration within your organization.With a CRM system implementation, you centralize all your customer data and no longer have a collection of Excel files.As a result, there is always a 360-degree view of your customer and one truth, making it easier to collaborate with other departments.In addition, you can make (better) informed decisions about and for customers, which can do a lot of good for the relationship and ultimately the sales figures.And don't forget: one truth in customer data also gives you a lot of insight and the ability to unleash analyses on customer data.That way, you can proactively respond to customer needs or trends in the market.

Cost savings

Of course, a CRM implementation comes with an investment.On the other hand, a well-implemented CRM system can deliver significant cost savings and a high Return on Investment (ROI).This has everything to do with the fact that you can automate customer processes more easily and thus streamline them in a CRM system.This reduces the need for manual actions, for example.In addition to making your employees more productive, it also has a positive effect on your operational costs, as human error is less common.Ultimately, you miss fewer opportunities and you are stronger in the market as an organization compared to your competitor.You can also save costs in the field of marketing with a CRM implementation.Thanks to the insight into customer data, you can better segment customers and thus target your marketing campaigns more effectively and effectively.This allows you to achieve better results with less budget, such as valuable leads.

CRM software implementation

The impact of a CRM system, such as cost savings, is only noticeable if the software is implemented properly.You can choose to do this implementation yourself.While this choice can be successful in some cases, it also entails risks.Think of delays in the implementation project or technical problems.It is also important to know what all the possibilities of the software are, so that you stick to the standard and avoid customization.By choosing an experienced implementation partner, you avoid these risks.After all, you can build and rely on their often years of expertise and best practices.This way you have fewer worries during the process and you can get started with the new CRM system faster. 

CRM Implementation Partner

At Conclusion MBS, we are happy to be your Dynamics 365 CRM implementation partner.We've done this before and know how to support you and your colleagues in a worry-free CRM implementation.The fact that we have a lot of experience with this does not mean that we see the CRM implementation as assembly line work.On the contrary, mapping your IT landscape and business processes is central to our approach.We combine your knowledge of the organization with our knowledge of the industry, the business and functionality of Dynamics 365.From planning and configuration to training and support, with Conclusion MBS as your partner, you are assured of a successful and hassle-free CRM implementation.