How to Set Up Crm

A Crm System involves a profound alteration in the company's way of working. During its roll-out, the principal phases are:

- analysis of the existing structure
- design of the new one, and drafting of procedures
- selection of a Crm program fit for the context
- documentation of the personalisation required
- realisation of connections between company software
- installation of equipment and Crm software
- data transfer and technical testing
- configuration of the base tables of Crm
- staff training in the use of the program
- launch, with support in the initial period

A Customer Relationship Management System is a project which must be carefully planned at all stages.