IMPLEMENTING A CRM SYSTEM

What is CRM?

A CRM (Customer Relationship Management) system plays a huge role in helping your brand become more customer-centric and have a direct impact on your organization’s growth and revenue, while drastically cutting down time spent on repetitive data entry and management.

With more than two decades of delivering world-class software technology, Zoho has been the winner of major awards in the CRM tech space and is consistently rated highly by both critics and users.

Let us help you start your CRM journey today with the world’s favorite CRM solution.

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Implementation strategy

While companies invest in procuring top-notch CRM systems, they spend less time and resources on implementation. As a result, many companies fail in adopting CRM even though they overcome the initial hurdle of implementing it for their business.

At A1CRM, our expertise is finding the right CRM for your business and implement it successfully.

Planning

Defining your business goals and strategies and planning the implementation activities around them.

Validating

Assessing the implementation in a test environment by giving your sales team access to the CRM account.

Analyzing

Confirming your requirements, analysing them, and understanding their scope in the CRM environment.

Deploying

Deploying the CRM. Training your team members with documentations, training materials and other relevant resources. Documenting their pain points and identify the areas of improvement.

Designing

Reviewing your business process and comparing it with the CRM system to align it with your business. Analysing the integrations that are needed and prepping your data for the migration.

FAQs

A CRM (Customer Relationship Management) software is a technology that helps businesses build, maintain, and scale their relationships with their current and future customers. At its core, a CRM holds all your customer data in one place and acts as an indispensable source of information for your entire organization. A CRM system brings greater visibility into an organization’s processes, starting from the point when a lead discovers your product or service to the moment that you close them as a deal. It plays a vital role in offering a unified experience to your customers by facilitating personalized conversations at every stage.

Every business, whether big or small needs to manage customer information and offer support when their customers need it. The success of your business lies in winning repeat customers, and this is where a CRM system comes into the picture. CRMs play a huge role in helping your brand become more customer-centric and have a direct impact on your organization’s growth and revenue, while drastically cutting down time spent on repetitive data entry and management.

CRM systems help businesses understand and address customer needs better by centralizing all their interactions and data from across different channels and departments. It also provides a wide range of tools to sales and marketing teams to streamline and optimize the entire sales cycle from lead generation to post sales support. Combine this with powerful automation, in-depth analytics and reporting as well as robust AI capabilities, a great CRM system helps you deliver great customer experiences across different channels and consistently drive growth.

Spreadsheets are not designed to do CRM work. When your business is going digital, you don’t want your sales and support teams to be moving backwards in their tech. While spreadsheets can certainly help you with basic information organization, the expectations of customers and the complexity of a growing business make spreadsheets less productive for everyday work. By exclusively using spreadsheets, your organization, you risk missing out on all the important tools that a sales rep or customer service agent needs to create a delightful customer experience. Features like sales automation or integrations for email and telephony. have become the norm in business, and for good reason. Spreadsheets simply cannot match these requirements.

Modern CRM systems can often integrate with other tools, including accounting software like Xero, e-commerce platforms, and marketing automation tools.

Aside from being CRM experts, A1CRM is an official development partner of Xero. We specialise in integrating industry-leading systems like Zoho CRM with Xero and MYOB. We have also integrated Zoho CRM with Core Logic, NZX, Windcave, Stripe, Microsoft, Zoom and so much more. Click here to find out more about the integrations we’ve done.

While the exact ROI can vary, many New Zealand businesses report improved sales, better customer retention, and streamlined operations after implementing a CRM system.

With Zoho CRM, customers experienced:

300% improvement in lead conversion rates
41% revenue increase per sales person
27% improvement in customer retention
24% shorter sales cycles

Implementing a CRM system depends on the complexity of your business use case. The cost can range from $3000 for basic implementation to $30,000 full business implementation. The next step is to contact a CRM specialist like A1CRM for a free assessment. We can provide a more detailed assessment of your business needs and help you determine the best way to get the most of your CRM implementation.

Choosing any CRM is hard, but choosing the right CRM that fits your business’ needs is an even bigger challenge. A CRM expert with extensive skills and experience can help you find and implement the right CRM that suits your business needs.

At A1CRM, we are CRM experts with over 25 years of experience. We will help you choose the right CRM and implement it successfully so your business can grow and scale faster.

Ready to start your CRM journey?

Every business, big or small, can benefit from a CRM.

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