CRM Selection and Setup

A Customer Relationship Management (CRM) tools is the one source of truth for any functioning sales team, and should serve as a central repository for the overall sales process, as well as customer (current and future) information and interactions. Studies show that CRM usage can increase sales by up to 29%, sales productivity by up to 34%, and sales forecast accuracy by 42%. 

Given the variety of CRMs available, including industry-specific options and more widely used systems like Zoho, HubSpot, and Salesforce, selecting the right one can significantly impact a business’s sales operations.

CRM Selection and Setup involves identifying the most suitable CRM system for a specific business, both from an implementation and usage perspective.

JHMG’s Approach to CRM Selection and Setup

We aim to provide comprehensive CRM Selection and Setup support and guidance throughout the process.

Our approach starts with understanding the specific needs and challenges the company’s sales team faces. We then evaluate various CRM options by considering the following factors to recommend the most appropriate solutions:

  • Team size
  • Industry requirements
  • Budget constraints

After choosing a specific CRM system to implement, we’ll assist with the associated CRM set up. Although specialists’ involvement is sometime necessary, such as for larger enterprise tools like Salesforce setup, we can coordinate these efforts and ensure seamless integration.

CRM Selection and Setup Deliverables

Our CRM selection and set-up process include the following deliverables which are aimed to ensuring the chosen system effectively meets the company’s needs and enhances its sales operations.

Comprehensive Needs Assessment Report

This document outlines the sales team’s requirements, including team size, industry-specific needs, and budget considerations. It serves as the foundation for selecting the most suitable CRM.

Z

CRM Comparison and Recommendation Report

This report provides a detailed analysis of various CRM systems, highlighting their features, benefits, and limitations. Based on the company’s unique needs identified in the needs assessment, we’ll provide recommendations for the ideal CRM solution.

Implementation Strategy Document

This is a step-by-step plan for setting up and deploying the chosen CRM system. This includes timelines, key milestones, required resources, and specialist interventions.

Cost Analysis and Budgeting Report

This in-depth financial analysis covers the selected CRM’s total cost of ownership, including subscription fees, customization, training, and any additional components. It also provides budgeting advice to ensure cost-effectiveness.

Custom Training Materials

These tailored training guides and materials are designed to help the sales, management, and leadership teams use the new CRM system effectively. These materials are customized to the specific features and workflows of the selected CRM.

CRM Implementation Support

JHMG will provide direct assistance in setting up the CRM system, including data migration, system customization, and initial troubleshooting. This deliverable ensures a smooth transition to the new CRM.

Post-Implementation Review Report

This analysis will be conducted after the CRM has been used for a designated period. This report evaluates the CRM’s impact on sales operations and provides recommendations for further optimization.

Ongoing Training and Support Plan

This is a schedule of additional training sessions and support offerings available post-implementation to ensure the sales team continues to utilize the CRM effectively and address any emerging needs or challenges.

Our Services