CRM Implementation Best Practice  How to ensure success of your CRM Program                   30 March 2012
Content              Understand why CRM if required for you              Which CRM is suitable for you              What a...
Tip # 1 Learn Why you want to Implement CRM                   Define KPIs (Key Performance Indices) which defines why you ...
Tip # 1 Learn Why you want to Implement CRM… contd….                   Define non-measurable benefits that you want to der...
Tip # 2 Assess Which CRM Solution?                   There are thousands of CRM solutions in the market.                  ...
Tip # 3 Implementation Best Practices                   Chose a CRM Consulting partner who can guide you in your implement...
Tip # 4 Proper Documentation and No Vendor Lock In / Upgrade Issues                   Ensure that business and technical r...
About Us                   We provide Best of breed CRM and E-Commerce Consulting                   300% year on year grow...
Thank You
Upcoming SlideShare
Loading in...5
×

Best Practices on SugarCRM Implementation by Veon Consulting.

638

Published on

Published in: Business, Technology
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
638
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
16
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Best Practices on SugarCRM Implementation by Veon Consulting.

  1. 1. CRM Implementation Best Practice How to ensure success of your CRM Program 30 March 2012
  2. 2. Content Understand why CRM if required for you Which CRM is suitable for you What are Implementation Best Practices Best practices for Upgrade safe CRM for long term benefitsOctober 2009, Version 1.0 2
  3. 3. Tip # 1 Learn Why you want to Implement CRM Define KPIs (Key Performance Indices) which defines why you want to Implement CRM KPIs define measurable benefits of your CRM Implementation Some of the KPIs around Salesforce automation Average Sales Cycle Time – No. Of days from Lead to realization of Sales Average Revenue generated per Sales Team member Revenue generated per Sales Team member Number of leads generated per Sales Team member Some of the KPIs around Customer Support are Average Customer churn rate Number of support cases handled per support team member Average response time per case priority wiseMarch 2012, Version 1.0 3
  4. 4. Tip # 1 Learn Why you want to Implement CRM… contd…. Define non-measurable benefits that you want to derive from the Implementation These include – Benefits in terms of reporting, process automation , reminders and alerts Factor in the best practices – Example ensure all client communication are recorded in CRM so that you are not affected by attrition of your own sales team membersMarch 2012, Version 1.0 4
  5. 5. Tip # 2 Assess Which CRM Solution? There are thousands of CRM solutions in the market. Figure out which one suits your organization takes effort and time. # 1 How complex are your requirements # 2 How many divisions do you have and different are their business processes around sales and customer support # 3 What is your budget around Implementation and the timeframe for Implementation # 4 How complex is your IT Landscape. What kind of solutions are already implemented which need to talk to the future CRM package If your requirements are simple and you have a relatively simple IT landscape with limited budgets and less Implementation timeframe you should consider solutions like Salesforce.com / SugarCRM If you have complex landscape with proprietary applications like SAP / Oracle you must look at implementing homogeneous application which fits in with your in-house capabilities.March 2012, Version 1.0 5
  6. 6. Tip # 3 Implementation Best Practices Chose a CRM Consulting partner who can guide you in your implementation and not developers Involve your end users as they need to own the application Avoid shortcuts and do detailed considerations in your designing of your CRM solution Avoid shortcuts and do detailed considerations in your designing of the solution Harp on process automation and link to your KPIs all the time when you are giving your requirementsMarch 2012, Version 1.0 6
  7. 7. Tip # 4 Proper Documentation and No Vendor Lock In / Upgrade Issues Ensure that business and technical requirements are properly documented and updated Ensure that all source code changes of your applications are documented else future upgrade might be an issueMarch 2012, Version 1.0 7
  8. 8. About Us We provide Best of breed CRM and E-Commerce Consulting 300% year on year growth a strong testimonial to our success attributed to best practices 35% repeat customers which shows that we have been able to deliver 20% of our customers have chosen us to be their long term IT partners across technologies Contact Us www.veonconsulting.com + 91 40 66444272 omprasad@veonconsulting.com / info@veon.inMarch 2012, Version 1.0 8
  9. 9. Thank You
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×