1．确立CRM系统/软件业务计划
企业在考虑部署”客户关系管理(CRM)“方案之前，首先确定利用这一新系统实现的具体的生意目标，例如提高客户满意度、缩短产品销售周期以及增加合同的成交率等。即企业应了解这一系统的价值。
2．建立CRM员工队伍
为成功地实现CRM方案，管理者还须对企业业务进行统筹考虑，并建立一支有效的员工队伍。每一准备使用这一销售系统方案的部门均需选出一名代表加入该员工队伍。
3．评估销售、服务过程
在评估一个CRM方案的可行性之前，使用者需多花费一些时间，详细规划和分析自身具体业务流程。为此，需广泛地征求员工意见，了解他们对销售、服务过程的理解和需求；确保企业高层管理人员的参与，以确立最佳方案。
4．明确实际应用CRM系统/软件的需求
充分了解企业的业务运作情况后，接下来需从销售和服务人员的角度出发，确定其所需功能，并令最终使用者寻找出对其有益的及其所希望使用的功能。就产品的销售而言，企业中存在着两大用户群：销售管理人员和销售人员。其中，销售管理人员感兴趣于市场预测、销售渠道管理以及销售报告的提交；而销售人员则希望迅速生成精确的销售额和销售建议、产品目录以及客户资料等。
5．选择CRM系统/软件供应商
确保所选择的供应商对你的企业所要解决的问题有充分的理解。了解其方案可以提供的功能及应如何使用其CRM方案。确保该供应商所提交的每一软、硬设施都具有详尽的文字说明。
6．CRM系统/软件的开发与部署
CRM方案的设计，需要企业与供应商两个方面的共同努力。为使这一方案得以迅速实现，企业应先部署那些当前最为需要的功能，然后再分阶段不断向其中添加新功能。其中，应优先考虑使用这一系统的员工的需求，并针对某一用户群对这一系统进行测试。另外，企 业还应针对其CRM方案确立相应的培训计划。
翻译：
the enterprise implementation of CRM system/software steps
Establish CRM system/software business plan
Before an enterprise considers deploying a “customer relationship management (CRM)” solution, it first identifies specific business goals to be achieved with the new system, such as increased customer satisfaction, shorter product lead times, and increased contract closing rates. That is, the enterprise should understand the value of this system. Digital transformation network szhzxw.cn
Build a CRM workforce
To successfully implement a CRM solution, managers must also take a holistic view of the business and build an effective workforce. Each department that intends to use the sales system scheme is required to elect a representative to join the staff. Digital transformation network szhzxw.cn
Evaluate sales and service processes
Before evaluating the feasibility of a CRM solution, users need to spend a little more time planning and analyzing their own specific business processes. To this end, it is necessary to consult employees extensively to understand their understanding and needs of the sales and service process; Ensure the involvement of senior management to determine best practices.
Clear the practical application of CRM system/software needs digital transformation network szhzxw.cn
Having a good understanding of the business operation of the enterprise, it is then necessary to identify the required functions from the point of view of the sales and service personnel, and let the end users find out what is beneficial and what they want to use. In terms of product sales, there are two user groups in the enterprise: sales management personnel and sales personnel. Among them, sales managers are interested in market forecasting, sales channel management and sales report submission; Salespeople, on the other hand, want to quickly generate accurate sales and sales recommendations, product catalogs, customer profiles, and so on.
Select a CRM system/software provider
Make sure the vendor you choose has a good understanding of the problem your business is trying to solve. Understand what their solution can provide and how to use their CRM solution. Ensure that every hardware and software facility submitted by the vendor is well documented.
Development and deployment of CRM system/software digital transformation network szhzxw.cn
The design of CRM scheme requires the joint efforts of both enterprises and suppliers. To make this happen quickly, the enterprise should first deploy those features that are currently most needed, and then add new features in stages. Priority should be given to the needs of the employees using the system, and the system should be tested against a certain user group. In addition, companies should establish training programs for their CRM programs.
