The 5 rules to know to make your CRM project a success

1. INTEGRATE YOUR CRM WITH YOUR IT INFRASTRUCTURE

To benefit 100% from the power of your new CRM, it must trade information with your other software already in place (eg: newsletter tools, file sharing systems, website, forms, membership form etc. ...). You must also identify substandard software and inefficient workflows in order to optimize your operation costs and productivity;
 
2. WORK WITH REPUTED EXPERTS IN CRM

Conducting a CRM project is not for everyone and must be done with full knowledge of the digital ecosystem. We have many years of experience in several industries and sectors which is ideal to understand hands-on processes, but also what works and what does not work in the CRM implementation.
 
3. GET A TAILORED TRAINING FOR YOUR STAFF

The truth is that a CRM project is above all an empowerment of your team rather than a technical project. Based on this principle, it is essential to train your teams in the best possible way by focusing on the daily use cases.
 
4. CLEAN YOUR DATA

A CRM software without data or with incomplete data is almost like having bad fuel in a racing car. To see the point and to be able to fully exploit all the reporting and dashboard bricks, your data must be as clean as possible.

5. DOMAIN EXPERTISE FOR YOUR CRM PROJECT

CRM implementation is not just an IT/Database project. For a successful project, you need a team that has a deep understanding of your sector, industry and work culture. Choosing Symantra is the assurance of having this expertise in your sector.
 
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