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Implementing customer relationship management (CRM) into your business allows for enhanced organization, communication, and data sharing relating to customers or clients. This information is stored in a centralized database for easy access. It is perfect for email sequence marketing, customer groupings, and customer-specific entries for customer service use.

Choosing the right CRM for your business is crucial to customer organization. Jobman has a built-in CRM included in its ERP system, which seamlessly integrates the CRM into your business.

Here are five tips to successfully implement a new CRM into your manufacturing business:

1. Make a CRM implementation plan

Both you and your team need to be on board for the implementation of new CRM software. The first step to a successful transition is ensuring you back up all your current data with hard copies and cloud copies.

Also, create a plan of action that includes a strict timetable for CRM integration. This should include working hours, budget, and implementation stages. Doing this will allow your whole business to be on the same page and give employees a buffer. New technology often comes with a learning curve and user frustration.

2. Train and prepare your team

Before you implement your new CRM and integrate it into your business, make sure your employees understand the software, its functions, and why it’s suitable for their specific everyday tasks. The best option is to bring in a CRM specialist and give personalized training sessions to all employees regularly working with the new CRM.

1-on-1 training should be prioritized, as it allows the employee to ask questions without outside social influence or pressure. Your new CRM will not work as well as advertised until your employees are fluent, knowledgable, and well-versed in all things CRM. This takes time; CRM software is often complex.

3. Constantly ask for feedback from your team

Constant contact with employees about their feelings toward the new system will be important communication between employees and upper management. Encourage employees to voice their thoughts and opinions – good or bad – about the new CRM system. These employees will likely use the CRM every day and must be comfortable using the software.

Open communication allows employees the chance to be vocal about their opinions and give upper management the direction on what areas of the CRM need to be addressed. Take this information back to your CRM provider and provide additional training or resources if necessary.

4. Measure what matters and make adjustments as you go

Every business uses CRM differently. Different manufacturing businesses have different needs. One thing rings true for all businesses using CRM though: all businesses have goals. Once you have your CRM in place, set specific analytics and metrics to measure progress. Is it working? Does the CRM help you gain valuable insight toward these customer-related goals?

Measurable data allows you to have a deeper understanding of relationship dynamics between you and your customer. Whether it’s good or bad, at least you know.