Tips how to make CRM Implementation Successful

1. What Makes CRM Bring Results?
2 31
Successful
Implementation
Active Users
Engagement Into
CRM-System Usage
On-Going Support
and Development
of CRM-System

2. Successful Implementation
1 2 3
Powerful Engine Platform
Make Right Choice of CRM
Fit the Requirements
Make Right Choice of Vendor
Risk Management Project
Methodology
Role-Based Training
‘Baby-Sitting’Reasonable Price

3. Successful Implementation
1 2 3
Powerful Engine Platform
Fit the Requirements
Reasonable Price
CRM + BPM
Agile Platform
Unique Offering
Make Right Choice of CRM
Why ?

4. Successful Implementation
1 2 3
‘Baby-Sitting’
 2 weeks on-site support in Customer’s office
 Users assistance
 Continuous training sessions for users
 Data entry and quality management

5. Active Users Engagement
1 2 3
Easy To Use – Intuitive User Interface
Up-To-Date Analytics Generating ‘In-One-Click’
Automatically Generated Tasks by Business-
Processes
Customer Success Management

6. Active Users Engagement
1 2 3
Easy To Use – Intuitive User Interface

7. Active Users Engagement
1 2 3
Easy To Use – Intuitive User Interface

8. Active Users Engagement
1 2 3
Up-To-Date Analytics Generating ‘In-One-
Click’

9. Active Users Engagement
1 2 3
Automatically Generated Tasks by Business-
Processes

10. Active Users Engagement
1 2 3
Customer Success Management
 Regular contact with the customer
 Help to get familiar with all the needed features
in BPMonline CRM
 Hold weekly & individual webinars with
the overview of BPMonline CRM features
 Provide white papers and reference articles to
help understand BPMonline applications better
 Help in resolving the technical issues
Customer
Satisfaction
9.85

11. On-Going Support and Development
1 2 3
Flexible Platform
Open Configuration
User-Level Customisation

12. On-Going Support of CRM-System
1 2 3
Flexible Platform
Open Configuration
User-Level Customisation
Agile to Business Changes
Independence from Vendor
Easy and Quick Changes
Why ?