4 Core CRM Components for Implementation Success

4 Core CRM Components for Implementation Success

Keep CRM discussions simple at first. Take care of building a solid foundation, then look to integrate and automate additional workflows. The project will get too expensive and complicated if you try to do everything simultaneously.

Launching a successful CRM is like building a house, framing it out first, adding the insulation and drywall, and then the paint. You don't do one before the other. The same holds true with CRM installations.

The Big 4 CRM Components

Below are the 4 core CRM components for success. There's actually a lot more, but this is a good starting point for any entry-level CRM implementation discussion.

Reporting

Sales Revenue
Sales Rep Activities
Time to Close Business
Ad Spend

Inbound

Lead Tracking
Account Assignment
Account Management
Open Deal Management
Sales Follow Up

Outbound

Email Marketing
Phone Calls
Text
Social Media
One-to-One Sales Outreach

Customer Service

Billing
Returns
Shipping
Credit

Additional Integration

ERP System

Nothing too crazy with the 4 core CRM components mentioned above. Most of them come out of the box and are easy to set up. That's what you want, quick, easy, low-cost, and low-support, at the beginning of any CRM integration.

Get some air under your wings first; then, you can do add-ons and more extensive integrations to other systems after getting comfortable with the basics.

The Big 3 CRM Providers

Below are the 3 big CRM providers that are most popular amongst businesses of all sizes.

Salesforce - Enterprise type clients
HubSpot - Inc. 5000 type clients
Zoho - Small to mid-size business type clients

If you need help selecting a CRM and then implementing it, the team at Simple Business Help is top-notch. They'll listen to how you want things done, they'll do the work, and then they'll train your team and provide continual ongoing support.