How to Set Up a CRM System


Setting up a CRM system is something that can really benefit your business, but it’s not always easy. You might not know how to go about starting! That’s why I’ve made this short and sweet article on how to set up a CRM and integrate it fully with your business.

Customer Relationship Management
Customer Relationship Management

Simple yet fully functional

Unless you decide to build your own CRM (not recommended as it can be very expensive and complex) you’ll need to buy the service from a CRM company. Some will set up the CRM for you while others create a simple way to select what you want the CRM to do, via packages. The key is to not overcomplicate things. You need a CRM that does everything your business needs without all the extra, flashy features that look cool but aren’t necessary.

It’s better to have a CRM that does its simple job very well than a complex, expensive CRM that makes mistakes and is tricky to use because of the extensive features.

CRM Service
CRM Service

Personally, I’ve only tried a couple CRM services for my business. The one I’ve stuck with is web CRM because of how helpful they are – you can even book a demo before buying. Click here to find out more about them, or do your own research on which CRM service is best for your business.

Test the system

Whether your chosen CRM offers a free demo or not, you still need to test the system. There might be things that go wrong, or aspects that you think can be improved on. It’s wise to test the CRM on a handful of customers and a few employees at a time. This way, if something does go wrong or you decide you don’t like the CRM, you can just remove it and those few employees will go back to your old system.

If you don’t test the CRM before launching it fully across your business, and something does go wrong, it could potentially put your entire company out of work for a few days while you have it fixed.

Customer Management
Customer Management

Train employees

It would be a mistake to unleash the CRM on your employees without giving them some training AND allowing them to test the CRM a bit before it goes live.

A CRM makes customer management much easier by tracking sales, recording promotions and communications etc. But if your employees don’t know how to tell the CRM to start tracking, stop promotions and other simple tasks, it could go very wrong.

Create a simple flowchart or guide to using your CRM (if the CRM service doesn’t offer one already) so all your employees can use the new software with ease.