8 helpful hints on how to implement a CRM system
Making sure that your CRM implementation is a success
CRM is not just technology, ​but a strategy and a philosophy​

Adopting a CRM system means that you decide to make developing and maintaining a strong relationship with customers your number one priority. ​

In other words – you need to consciously commit to a customer-centric business model.

Here the list of hints to make your project a successful implementation.

1. Top management buy-in is a must

Call me Captain Obvious – a CRM adoption is successful only if people use the system.​

Since CRM is a project that engages all teams of an organization, top stakeholders must be not only connected, but also build credibility among the entire organization. ​

2. A  project manager with super-powers 

This person is essential, because the one orchestrating the entire implementation.​

Main skill?... it must be a “doer” spreading enthusiasm,  commitment and great focus on details.

3. Find your  Champion user 

A Champion-user or a CRM Project representative is not the same as a project manager.​

This is the person who is assigned as the “know-it-all” of your new CRM system. ​

A CRM Champion wanting to test drive everything end-to-end.

4. Motivation, Motivation, Motivation!

Internal marketing is often underestimated, but when implementing a software that have full impact in your organization, ​you need to sell it to your colleagues.​

It's a good idea to consider something to fuel enthusiasm at each step and, of course, celebrate the launch!.

5. Invest in the definition internal usage guidelines

A CRM system is only as good as the data put in it.​

Map your processes, share them all.​

The CRM usage guidelines should be easily available and clearly state what, when and how needs to be done in the CRM system.

6. Train your team!

We are all different – some start using it right away. ​

Others are doubtful about the new way of working.​

There is for sure a common thing in your team, among enthusiasts and skeptics is that they all need training!​

You can choose a web based training from a vendor or, if you can, do not hesitate to assign your champion to do the training.

7. Define a CRM strategy and adopt a CRM philosophy

CRM is not just technology.​

Adopting a CRM system means that you decide​ to make developing and maintaining a strong relationship with customers your number one priority.​

8. Be ready to deal with  negative attitudes

The biggest challenge in CRM implementation is your team.​

Adoption resistance happens on all levels.​

So, you need to be ready to offer concrete counter arguments to: “...we work differently... or ...we don’t really need a CRM system... or ... have all my emails saved in folders in Outlook, I don't need this ...


There are a lot of things you need to get ready for, such as allocating resources, getting people onboard, rolling out a clear and consistent plan of action, etc.

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