Preparing for CRM: Outputs (Part 3 of 5)

This article is Part 3 of our Preparing for CRM Series. In this article we discuss CRM Outputs and what you need to consider when defining them.

Preparing for CRM – Outputs

Starting with the end in mind is a good way of thinking when considering your processes. A good check and balance on both the processes and the data considerations is a list of required outputs.

When preparing for CRM, the five key CRM outputs to consider are:

  1. What primary Metrics are you aiming to measure (keep this limited 5 max.)
  2. What Dashboards you’ll need to display the data
  3. What Documents you’ll need to produce
  4. What Reports you’ll need to generate
  5. What specific Lists of information will help your business function; e.g. the Contact lists that contain the information required to support your marketing activities

What is Dynamics 365 for Sales - DashboardYou do not, and should not, get into huge detail at this stage. It is almost impossible to define in detail every report, dashboard, or any of the other items mentioned here.

Realistically the details will work themselves out as you go live and thereafter.  However, having some consideration of the sort of output you need will help to assess if your processes capture the data required to support the above.

We recommend that every system should be implemented with the aim of providing a couple of key metrics as part of the overall project objectives, i.e. Leads per Month, Opportunities closed, Cases resolved.  You should use these at a high level to assess business performance, and to some extent, your CRM’s ROI.

Use a trailing monthly chart to provide an instant view of your progress: see here for more information on these charts.

Getting Started

If you have the responsibility of implementing a new CRM solution and don’t know where to start, the QGate CRM Readiness Assessment tool will help.

The CRM Readiness Assessment is one of the tools designed by QGate for the first stage in our CRM Roadmap. It is a short set of questions that provide a gap analysis of where you are today and where you need to be tomorrow to start your CRM project.

During this free consultation, we will ask you a set of multiple-choice questions, which will result in a report that includes an assessment and benchmark of how ready you are for your new CRM solution.

Book your CRM Readiness Assessment now.

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