CRM implementation
A CRM your team will actually use
Customers scattered across spreadsheets, inboxes and your salespeople's heads, and every new system ends with the team going back to the spreadsheet? A CRM implementation means fitting the system to your sales and customer service process, not just installing a tool. Codari implements off-the-shelf systems and builds custom CRMs, and if a ready-made one is enough, we tell you on the first call.
Describe your sales processOff-the-shelf or custom CRM? Three options
| Off-the-shelf CRM, configured | Off-the-shelf CRM + integrations and extensions | Custom CRM | |
|---|---|---|---|
| Who it's for | A standard sales process | A standard process plus some own rules and systems | A unique process, or CRM is the heart of operations |
| Time to launch | Shortest | Medium | Longest |
| Flexibility | Limited to what the system allows | High within the platform | Full |
| Cost over time | Licences grow with the number of users | Licences plus integration maintenance | Maintaining and developing your own code |
| Typical trap | Bending the process to the system | Growing cost of maintaining connections | Building what off-the-shelf tools have as standard |
We compare specific systems in our CRM comparison, and work out when your own solution pays off in is a custom CRM worth it.
Why do CRM implementations fail?
The most common reason isn't technical: the team doesn't use the system. Behind that there are usually four things:
- The configuration mirrors the company structure, not the sales process.
- Forms have so many required fields that salespeople skip them.
- Spreadsheet data went into the system without cleaning, so the first impression is duplicates.
- After launch, nobody in the company owns the system.
That's why we start from the process and a pilot with one team, not from configuring every module at once.
What does a CRM implementation include, step by step?
Process map
Sales and service stages, who does what, which data is needed at which stage.
Data model and configuration or build
Fields, statuses, permissions, reports. Only what the process really needs.
Data migration
Moving data from spreadsheets, email and old systems, with cleaning and de-duplication.
Integrations
Website forms, email, accounting, telephony. Details in the process automation section.
Pilot and training
One team works in the system on real data before we roll it out to everyone.
Launch, maintenance and development
Fixes after the first weeks and new features in the following iterations.
How much does a CRM implementation cost?
The licence is only one item. The price depends on the number of users, the number of processes in scope, the number of integrations and the amount of data to migrate, and for a custom solution also on maintaining your own code. The cost drivers and price ranges of public systems are in our article how much a CRM implementation costs. We quote the implementation after analysing your process.
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