{"id":6803,"date":"2019-02-21T08:15:00","date_gmt":"2019-02-21T13:15:00","guid":{"rendered":"https:\/\/www.method.me\/?p=6803"},"modified":"2025-12-06T13:53:05","modified_gmt":"2025-12-06T18:53:05","slug":"6-steps-for-successful-crm-implementation","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/6-steps-for-successful-crm-implementation\/","title":{"rendered":"6 Steps for Successful CRM Implementation"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Have you ever encountered an organization that had invested in new technology, but the results were limited because they didn\u2019t fully use it?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Chances are you have. It\u2019s a common problem. Many companies will invest in a variety of software solutions as they grow \u2014 for example, workflow management software to streamline their tasks or <a aria-label=\"lead management software (opens in a new tab)\" href=\"https:\/\/www.method.me\/crm-quickbooks\/lead-management-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">lead management software<\/a> to turn potential buyers into paying customers. But without a proper implementation plan, a new technology solution can actually hinder processes rather than making them better. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is certainly true when it comes to introducing a customer relationship management (CRM) solution. <a href=\"https:\/\/www.method.me\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"CRM software (opens in a new tab)\">CRM software<\/a> can be a powerful tool for companies of all sizes, but only if it is selected and implemented thoughtfully. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re in the market for a new CRM, follow these 6 tips to ensure that the software yields maximum returns for your business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-all-hands-on-deck\"><strong>1. All hands on deck<\/strong><br><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The starting point is to realize that CRM software is not just for your <a href=\"https:\/\/www.method.me\/blog\/top-method-sales-crm-features-for-sales-reps\/\" target=\"_blank\" rel=\"noreferrer noopener\">sales team<\/a> or customer service team. In fact, it\u2019s not for any single business unit or department \u2014 it\u2019s for everyone. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That being said, it\u2019s important to bring everyone to the decision-making table, including representatives from finance, HR, sales, accounts, customer service and IT. Too many technology investments are made behind closed doors, with C-suite executives being secretive about the process. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It doesn\u2019t have to be that way. Your team members have the insights and experiences that will help you select and implement the platform that\u2019s the best fit for your business. &nbsp;<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And don\u2019t think that seeking employee feedback is only important at the beginning! Employee involvement is crucial at every stage of CRM implementation to ensure everyone remains committed to the process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s not unusual for organizations to have a few internal champions who are eager to embrace new technology. But if these individuals are the only ones using the system, it\u2019s hard for that system to gain momentum and produce significant results. <br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-define-your-priorities\"><strong>2. Define your priorities<\/strong><br><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before you start <a href=\"https:\/\/www.method.me\/blog\/6-questions-to-ask-when-selecting-a-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"selecting a CRM (opens in a new tab)\">selecting a CRM<\/a>, be clear about your vision and reasons for pursuing one. What are you hoping to get out of your new technology? <br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Stronger lead management and <a href=\"https:\/\/www.method.me\/crm-quickbooks\/lead-management-software\/\">web to lead<\/a> capabilities? <\/li>\n\n\n\n<li class=\"\">Streamlined workflows and improved day-to-day efficiency? <\/li>\n\n\n\n<li class=\"\">Improved <a aria-label=\"customer service (opens in a new tab)\" href=\"https:\/\/www.method.me\/blog\/conquering-customer-service-issues\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer service<\/a>? <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This is why it\u2019s critical to bring employees from different teams together. With everyone in the same room, ask team leaders and members what they currently struggle with and what they want to improve upon . <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And remember: it\u2019s not just about what your company does today. This is also the time to think about what your <g class=\"gr_ gr_20 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace\" id=\"20\" data-gr-id=\"20\">companycould<\/g> <g class=\"gr_ gr_21 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace\" id=\"21\" data-gr-id=\"21\">lookk<\/g> like tomorrow. If y<g class=\"gr_ gr_29 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace\" id=\"29\" data-gr-id=\"29\">ou\u2019re<\/g> planning to grow your business or diversify your offerings, it\u2019s wise to invest in a <a href=\"https:\/\/www.method.me\/crm-quickbooks\/custom-crm-software\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"customizable CRM (opens in a new tab)\">customizable CRM<\/a> solution that can grow and diversify along with you. &nbsp;<br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-train-your-staff\"><strong>3. Train your staff <\/strong><br><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Imagine giving someone a great camera, then sitting back and wondering why they\u2019re not producing beautiful photos. If you haven\u2019t piqued their artistic spirit, or even shown them how to use the device, then you\u2019re probably expecting too much. &nbsp;<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After you\u2019ve decided on a&nbsp;CRM solution, come up with a strategy &nbsp;for introducing it to your staff and training them on its use. Your strategy should include two key components.. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> First, hold an all-hands meeting to introduce the software and explain to people what it can achieve. Most importantly, tell people what you expect from them. Too many leadership directives are lost simply because the leaders don\u2019t share their vision for what the directive will look like in action. You may have a plan for how the CRM will <a href=\"https:\/\/www.method.me\/blog\/how-method-crm-helps-businesses-create-optimal-workflows\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"transform your business (opens in a new tab)\">transform your business<\/a> \u2014 but don\u2019t assume everyone knows it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The second part of your strategy should, of course, be some hands-on training. Sit your employees down and walk them through the new CRM. Show them how the software can be innovative and transformative, using real examples from projects your team is working on. Show people exactly how their daily work will be impacted by using <g class=\"gr_ gr_31 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-del replaceWithoutSep\" id=\"31\" data-gr-id=\"31\">the CRM<\/g>. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You might consider hiring a specialist who is an expert in your software or working directly with the CRM vendor for these demos and training sessions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-use-a-phased-roll-out\"><strong>4. Use a phased roll-out<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Understandably, most people don\u2019t love walking into work one day and finding they\u2019re suddenly supposed to use a brand-new system. Make the process manageable by creating an implementation schedule that introduces the CRM in gradual, focused phases. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you might start by requiring employees to enter all new <a rel=\"noreferrer noopener\" aria-label=\"customer contacts (opens in a new tab)\" href=\"https:\/\/www.method.me\/crm-quickbooks\/customer-management-software\/\" target=\"_blank\">customer contacts<\/a> in the CRM, but they can still use their existing task management system. Once they\u2019re comfortable with the CRM interface, they can start managing their to-do\u2019s in there as well .<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Do your best to stick to the schedule. Remember, if you move too quickly, then key lessons and teaching moments get missed \u2014 but if you stretch the process out too long, then your team might lose momentum for CRM adoption. Focus on ensuring that every team understand the benefits of the CRM and their role in its successful implementation. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-ensure-proper-data-migration\"><strong>5. Ensure proper data migration<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Most companies hold customer and sales data in a variety of different places, under the oversight of different teams. For example, your marketing team might have sales leads in a <a href=\"https:\/\/www.method.me\/blog\/stop-managing-your-leads-in-excel-your-bottom-line-will-thank-you-2\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"spreadsheet (opens in a new tab)\">spreadsheet<\/a>, while your financial team has customer contacts and invoices in accounting software like QuickBooks, &nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Making a new CRM work well for you means taking the time to ensure that as much of your data is transferred into the CRM as possible. To make this process easier, choose a CRM that <a href=\"https:\/\/www.method.me\/blog\/create-an-integrated-app-ecosystem-with-method\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"integrates with your existing tools (opens in a new tab)\">integrates with your existing tools<\/a> or allows for mass data uploading.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For instance, using a <a href=\"https:\/\/www.method.me\/crm-quickbooks\/\">CRM that syncs with QuickBooks<\/a> saves you the hassle of manually importing your customers. Meanwhile, having the ability to upload spreadsheets makes it simple to get your leads into the system.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is also the time to ensure that all of your datasets are as accurate and complete as possible. Update old information and resolve inaccuracies as you come across them. Working with messy or incomplete data will only reduce your chances of using your new CRM effectively.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-track-your-progress\"><strong>6. Track your progress<\/strong><br><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How do you know whether your CRM has been implemented successfully? You track your progress and look for measurable process improvements. Ask your employees&nbsp;if the CRM is having an impact on their day-to-day activities:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Is data being recorded and leveraged more efficiently? <\/li>\n\n\n\n<li class=\"\">Is your marketing team creating more effective campaigns based on real customer insights? <\/li>\n\n\n\n<li class=\"\"><g class=\"gr_ gr_9 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del\" id=\"9\" data-gr-id=\"9\">Are<\/g> customer service agents able\u00a0to access customer data more easily? <\/li>\n\n\n\n<li class=\"\">Are sales teams creating quotes and closing deals faster? \u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Your employees\u2019 perspectives and experiences may help you identify benefits you weren\u2019t aware of or didn\u2019t even anticipate . <br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-leveraging-your-crm-for-great-results\"><strong>Leveraging your CRM for great results<\/strong><br><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re looking for a CRM that offers a unique opportunity to build on your existing systems, <a href=\"https:\/\/www.method.me\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Method CRM (opens in a new tab)\">Method CRM<\/a> is the way to go. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><g class=\"gr_ gr_13 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar only-ins doubleReplace replaceWithoutSep\" id=\"13\" data-gr-id=\"13\">Method<\/g> is a CRM solution that offers significant benefits for every member of your team. For <g class=\"gr_ gr_15 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace\" id=\"15\" data-gr-id=\"15\">exa<\/g>mple:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">As the leading <a href=\"https:\/\/www.method.me\/crm-quickbooks\/\">CRM for QuickBooks<\/a>, Method offers a two-way, real-time sync with your existing accounting software. With your QuickBooks data available in your CRM (and vice versa), double data entry becomes a hassle of the past.<\/li>\n\n\n\n<li class=\"\">Your sales and marketing teams will be more aligned. Since sales reps can track the progress of each lead through the sales pipeline, marketing campaigns can be planned and targeted accordingly.<\/li>\n\n\n\n<li class=\"\">Managers will be pleased with Method\u2019s superior tools for <g class=\"gr_ gr_41 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Style multiReplace\" id=\"41\" data-gr-id=\"41\">lead ,<\/g> customer and workflow management, allowing employees to work more productively and build strong relationships with customers.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Selecting and implementing CRM software is a big decision. But choosing a solution that builds on your existing systems and using a thoughtful implementation plan makes the process much easier.<br><\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-center\" id=\"h-ready-to-get-started\"><strong> Ready to get started?<\/strong><\/h4>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Sign up for a free trial of Method CRM, rated the #1 CRM for QuickBooks on apps.com.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/www.method.me\/crm-quickbooks\/free-trial\/\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/01\/Free-Trial.png\" alt=\"Method CRM free trial button\" class=\"wp-image-6742 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/a><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em>Includes a free demo and 1 free hour of customization services.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Can a CRM help you improve sales? Absolutely! But you won&#8217;t see results without a proper CRM implementation plan. Follow these steps to get started.<\/p>\n","protected":false},"author":24,"featured_media":6821,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6803","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>6 Steps for Successful CRM Implementation &#8212; Method<\/title>\n<meta name=\"description\" content=\"Can a CRM help you improve sales? Absolutely! But you won&#039;t see results without a proper CRM implementation plan. Follow these steps to get started.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/6-steps-for-successful-crm-implementation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"6 Steps for Successful CRM Implementation &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Can a CRM help you improve sales? Absolutely! But you won&#039;t see results without a proper CRM implementation plan. 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