For a company to be able to stand out in the market and transform more and more opportunities into business, it is important to dedicate itself to customer relationship management.

It is no longer enough to provide quality products and services. In addition, you must also be able to know each client in depth and develop a solid and lasting relationship. Thus, the company identifies its true desires and needs and can exceed its expectations by offering exactly what customers need most.

In that sense, CRM implementation can be very useful. With this type of tool, it is possible to collect, store and analyze relevant data and information about prospects, leads and customers, putting them at the center of your business strategies.

Bonus: make your team achieve high sales performance with our CRM platform

Agendor is a CRM and business management platform that works as a control panel and personal assistant for B2B sales teams.

To know how to implement CRM in the company, it is necessary to pay attention to some important factors, carefully analyzing the features that the tool offers. That’s what we’re going to talk about in the next few lines.

Read on and learn about some of the main points you should consider when choosing the ideal CRM tool for your company:

  1. Remote access;
  2. Relocation;
  3. Categorization of reasons for customer loss;
  4. Sending automatic reminders;
  5. Intuitive and easy-to-use tool;
  6. Deployment assistance;
  7. Technical support;
  8. Currency in which the solution is marketed;
  9. Performance indicators;
  10. Open API for Integrations.

CRM Implementation: Aspects to Consider in a Customer Relationship Management Tool

There is no way to effectively implement CRM in the enterprise without first evaluating some fundamental criteria. These are essentially important aspects and functionalities for this tool to be, in fact, a great ally of your business model.

After all, it’s no use hiring a CRM system if, for example, it is too complicated to operate, has a confusing interface and is unable to provide really relevant information for the business.

To help you, we’ve created here a checklist for CRM implementation with the main features that this type of solution needs to present.

1 – Remote access

Among the main features that a CRM needs to offer, we cannot fail to mention remote access.

This functionality is especially useful for the external sales team, as salespeople can access the information they need wherever they are and with the easiest and most accessible tool – the cell phone!

A mobile CRM app is the ultimate in remote accessibility, check it out:

2 – Relocation

Another feature to consider is relocation. The system shows which route is the best to take so that the salesperson can carry out several sales meetings in a single day, optimizing their paths.

This is a very important resource for productivity and also for the organization of the sales team.

In Agenda or, this function is integrated into the app on your cell phone.

3 – Categorization of reasons for customer loss

The CRM chose also needs to be able to allow for the categorization of reasons that led to the loss of customers.

In this way, looking at reports, you avoid repeating them in future business opportunities. After all, only analyzing what didn’t work can we improve processes and arguments, with the objective of making the sales funnel increasingly efficient?

Understand better:

4 – Sending automatic reminders

It is also important to consider during the CRM implementation whether the platform automatically sends out reminders about what the next steps are and what tasks the salesperson should perform, such as follow-up and scheduling.

An important resource both for those who work with internal sales (and need to organize the daily flow of activities) and for those who carry out external sales (and don’t forget to make follow-ups between meetings).

Now, no one will miss appointments, see how this works in Scheduler:

5 – Intuitive and easy-to-use tool

How to deploy CRM in the company if it is complicated and difficult to use? The chosen platform needs to be easy to use and intuitive, as this favors the collaborators’ adherence.

If this interface of your sales system is easy to operate, both managers and salespeople will work with much more ease and agility, ensuring the best results.

Likewise, they will monitor individual and collective goals to have a more complete picture of the company and department’s results, which greatly contributes to the sense of belonging and motivation.

Take a look at this video and understand how the Scheduler is easy to operate:

6 – Deployment assistance

Verify that the CRM system offers deployment assistance. There are solutions that rely on an intelligent virtual assistant that helps the user to make the best use of the platform.

And why is this so important? It’s the best way to ensure that full functionality is used to the full and that no features go untapped to help drive sales and improve customer relationships.

7 – Technical support

It is also important that you choose a platform with a good technical support structure, which needs to be always available in different channels to clarify your doubts and, preferably, in the same language as your team.

8 – Currency in which the solution is marketed

Prefer a CRM solution that is marketed in real. This is because if it only accepts payments in dollars or any other foreign currency, you may end up being burdened by the exchange rate variation.

In addition, it is more complex to make any financial projection considering values ​​that can fluctuate each month.

9 – Performance indicators

The CRM tool must offer indicators to track the performance of strategies and be able to generate complete reports automatically.

And it has to be easy to feed, as well as easy to consult, through graphics that help you understand everything that’s going on.

Also, check the level of detail in the sales funnel information for the company and each salesperson, which will help identify individual training bottlenecks, for example.

See how your life can improve with a good CRM:

10 – Open API for Integrations

It is also interesting that the CRM platform has an open API so that you can integrate with other tools that your company already uses on a daily basis, such as ERP and invoice software.