The CRM Journey2024-02-13T10:28:57+01:00

The CRM Journey

CRM is not just about software.

Wherever you are on your CRM journey, we can help.

Implementing a CRM system is not just about installing a new piece of software and hoping that alone will solve the problems you may be facing. It’s about finding the right solution and ensuring everyone in your team is on board with adopting and adjusting to a new approach – that is what will make it a success.

We have 15+ years of experience in implementing CRM systems over a wide range of industries, and we understand where and how technology should fit.

Take a look below and find out where you are in your CRM journey.

May 2000

Building a Strategy

The first step to any CRM implementation is creating a strategy. Generally, the main points to focus on are as follows:

  • Focus on the Outcome
  • Define why you think you need it
  • What’s it going to improve?
  • Who’s going to use it?
  • What systems will it talk to?

April 2001

Define Goals

  • Goals are items that help execute the vision
  • Hold key stakeholder workshops
  • Consult all levels of staff
  • Ensure each goal strongly links to the vision

Examples:

“Be able to track all customer feedback, good or bad”

“Generate a report of all sales opportunities & recent contact for a customer”

May 2001

Building a Plan

Now you have your CRM vision and set your goals, identified the processes that are going to be improved, you now need to create a plan.

  • Selecting the right tools
  • Testing
  • Data Migration
  • Identify islands of information
  • Phased approach
  • Proper training is key
  • Go-Live
  • Analyse your as-is and to-be

May 2003

Making my CRM a success

  • Keep People Involved from the beginning
  • Find your CRM Champion and make it part of their role
  • What Get’s Measured Gets Done, provide real time dashboards for KPI’s
  • Ensure CRM evolves as your business does

Businesses that successfully adopt CRM have made it part of their company DNA!

“Evorio were professional from the outset. We met with several other suppliers and none gave us the feeling of confidence that Evorio did.”

Andrew Smith

Operations Manager, Florigo

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“Evorio were professional from the outset. We met with several other suppliers and none gave us the feeling of confidence that Evorio did.”

Andrew Smith
Operations Manager, Florigo