Executing the CRM strategy

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As planned, it's time to execute the CRM strategy. Let's go!

5. Map the processes
We have already completed the step of mapping business processes. Based on the identification of bottlenecks and current problems, it is possible to define a new, more efficient structure for processes involving CRM.

In this step, you must create an activity flow diagram for each process and identify the areas involved, those responsible, the deadlines and the expected results.

You will see that you will begin to perceive how CRM gets involved in the processes and designs a new structure to configure the system correctly.

6. Configure the CRM tool
Finally, implement the CRM tool. In this step, you should use the information from the previous steps to configure the software, which usually offers several customization options to meet the demands of your business.

After mapping the processes and defining the team involved, you must enter the information into the system and indicate the activities of each user.

For example: for the customer service process , define the route that the user's message takes, who should respond to it, what alerts should be issued, among other aspects.

In this step, vendor support is essential to guide system configuration and customization , as well as data migration from previous systems.

7. Align the team
Executing the strategy also depends on those responsible uk mobile database for executing it on a daily basis: your team .

First, you need to invest in effective communication about the project, which is essential to spark commitment to the new strategy.

Clarify the company's objectives with CRM and what benefits it brings to the business.

It also explains what employees' responsibilities are and how each can contribute to improving customer relationship management.

At this stage, it is also important to train employees to use the tool, according to each profile.

For example, the sales team must be proficient in managing leads and monitoring opportunities, while managers must be trained in the management part, such as controls, goal setting, and reporting.

Understand that implementing a CRM usually requires changing team habits and company culture, which can take time.