Choosing the right CRM is a herculean task requiring much research and time. Your chosen CRM should not only meet the need of your business, but it should provide you ultimate feature and quality process so that you are always on the top when it comes to marketing.

If not chosen wisely or implemented carefully, CRM becomes just like pouring water in the sand, baseless but takes your entire time and effort. Instead, CRM should be your go-to tool that increases your revenue annually.

According to the reports shows in 2017, the revenue of the CRM industry has escalated to $39.5 billion worldwide. It is apparent that most businesses opt for CRM to uplift their market globally.

Before jumping into how to implement CRM for your business, it is essential for you to know the very meaning of CRM and its importance in your market. To learn about it, you should definitely check the article here: What Is CRM? Importance of CRM in Nepali Businesses

Coming back to the topic, the CRM system is a powerful tool that you will always need to keep in mind before initiating your business in any field. Similalry, other factors come into play while implementing the CRM, and you should understand it before investing in it.

Apart from technology, an organization plays a pivotal part in implementing CRM. By that, we mean that its responsibility is not totally dependent on the technology experts but on the people who are using it.

CRM assists you in collaborating your business rules and ethics with technology. Only your company is fully aware of the business idea and its significance.

Hence to make your business work, your employees and the technology experts are required to work hand in hand for better results. Although choosing the right CRM for your business might be challenging at the moment, it is a wise decision to research thoroughly before you make any conclusion.

Otherwise, the whole process can get a bit tricky and might consume your valuable time. Therefore here are some important tasks that you should bear in mind before implementing CRM for your business.

Review and Selection

There are millions of CRM systems to choose from, but a handful of ones meet the features and support you and your business need. Therefore, it is good to know the CRM system features, what it offers, and how it actually works.

Selecting a CRM is a significant part as it not only saves your time, but it helps in cost management. So before you jump into some random website to search CRM system to get your job done, it is best to check the reviews.

Various well-reputed companies, organizations, industries, or reviewers are eager to use the best tool and technology in the market. After using the service, they tend to leave their thoughts, advantages, disadvantages, and experiences while using the service.

This information can assist you in analyzing what you are getting and what goal you might be achieving by using the CRM. In simple words, they let you know about the potential of any system.

DynoCRM is a highly customizable CRM that is AWS-powered, ideal for your small business to large business. Its feature to customize as per the business’s needs helps meet the requirement of any scale industry.

Project Management

In layman’s words, project management is the work of informing your employees of their work and assigning tasks. In order to make an effortless operation, you need to produce a qualified project manager who can handle the following tasks.

  • Task lists
  • Budget information
  • Tracking major projects, including the final launch of CRM systems and the members involved in it.
  • Regulating a work plan that includes all the necessary specifications provided by the vendor, such as time and cost information, support system time, to mention a few.

It is pivotal for a project manager to look after all these details and communicate properly with the vendor. If any operations question or technical issue arises, it should’ve been able to tackle it easily.

To keep the organization updated about what is going on about their product, formal communication should be maintained on a weekly basis. Moreover, it is compulsory to follow all costs closely to make sure that the project is financially on track.

Software Licensing and Vendor Contracting

After choosing the right CRM for your business and assigning a project manager to cover the overall operations, next comes contracting and licensing. It is one of the significant roles while implementing the proper CRM system for your business as skipping the step can increase the cost for the product and may lead to missing the deadlines.

To be precise, contracting is the agreement between the CRM vendor and your business to apply a proper CRM channel, services, and support. However, an ideal contract is an agreement and a comprehensive guide on the plan of action to implement and run the system.

Many skillful and experienced staff for several organizations can easily set up the CRM without any technical support. However, few take help from third-party unaffiliated vendors to set up their CRM.

As soon as the contract is accomplished, licensing part is put into action. Licensing is a written agreement of the limitations and responsibilities of an organization to use the CRM systems.

Apart from the rules for a fair cost, it also concludes the rule to use CRM fairly for the vendors. CRM systems are open-source and are easily accessible to all of your staff members.

Despite this, several organizations have the exclusive right to get the full license of the product. It is a wise decision to properly know the licensing terms of your CRM vendor and keep everything in writing.

Some of the important factors to keep in mind while contracting and licensing are:

  • Before agreeing to a contract, you should make a proper agreement that clearly put your ideas and needs. Later on, you can change them according to you. Here contracting plays a pivotal role.
  • You should recognize the time and delivery date of the project so that you have an overall idea of how it works.
  • It is best to get information about the implementation, contract, and licensing at any cost.
  • As soon as you implement CRM systems, you may need to make urgent modifications and update some information. Therefore it is an ultimate choice to ask for the proper quality control.
  • Always seek out the information on how you will receive information in the future and its impact on features and cost. Hence there should be clear communication.


Sometimes, the CRM you are using might not meet your requirement. You need some basic or modern customization before you make use of it. Therefore your company needs to make things clear to your CRM vendors.

In addition to this, you should get a summary of the whole implementation process to make sure that the work and effort they are putting into benefits your company and satisfy you. To customize your CRM, you should keep in mind the following points:

  • Maintaining a conversation with the developers and regular clear interaction is important. Your needs, features, or service that you seek from CRM should be crystal clear. By doing this, the developers will have a clear idea about your needs, and it consumes less time.
  • You should try to get involved in the developing operations, which will apparently help you review the developing features.
  • Accomplishment tracking allows you to know what is happening in operation. Hence, you are well informed about the specific cost of developing and updating the feature according to your need.

Data Migration

When you are trying the new CRM system, the process of relocating the existing information from the different platforms can be daunting. However, you must focus more on the data migration strategy so that you are not missing some of your business’s important data.

To operate an organization successfully, the vendors and the organization should collaborate in order to have a better understanding. Here are some of the key points that you should keep in mind for better data migration.

  • Gather all the data from different platforms and keep them in one place so that you can transfer it to the new CRM system effectively.
  • Make sure and improve the accuracy of data prior to transporting it to the new CRM system. By doing so, it can save your business from facing future obstacles.
  • Make use of the tools and services provided by the CRM vendors so that you can transfer your whole data into the new CRM. Before doing so, it is essential for you to understand how these tools work in order to have proper data transfer.

Training and Support

CRM system is easy to use and comes with various guidance so that anyone can master this software. Some of your team members might need the instruction so that they can figure out this software in a matter of time and excel in it.

In order to do so, there are CRM vendors who provide you with tutorials, study material, and one-to-one guidance so that handling the new CRM is child’s play. While training, these are some of the important factors that come into play.

  • Always go through the features on the premium and nonpremium accounts. Identify the tools and learn them thoroughly.
  • If possible, provide the real time training to your employees to make it easier and quicker for them to understand.
  • Keep the data after training your employees in order to use it for future reference.

In the 21st century, CRM comes into play from small-scale to large-scale businesses. According to a strategist, 64.2% of the businesses rate the CRM to be impactful for their business.

However, it is important to implement it successfully in order to receive its full potential. As buying a CRM system is your company’s investment, you should follow the above key points to get the most out of it.