Purchasing CRM software means a purchase of a useful tool. But this is only the beginning of the project. It is worth to remember that it is not the company that adapts itself to software, but the software helps to mirror business algorithms optimal for an entrepreneurship.

A key factor in creating the system is preparing functional philosophy of units directly related to customer service, setting the competences and right for all the employees, building mechanisms responsible for launching, maintaining, and passing individual business processes. Only this way, it is possible to create a good team working on the field from general managerial activities to typical trade activities to likeable and fruitful aftersale service. Just because of this, implementing the software must be preceded with an earlier detailed analysis, which results in drawing up the implementation project.

The implementation project includes, among others:

* analysis of a current state;
* customer needs and expectations;
* description of occurring and recommended processes;
* suggestions of processes implementation into the system.


A key stage during the project preparation is processing of collected data and preparing suggested business processes based upon it. Crucial, in this area seems a participation of consultants from your company and their substantive support with making target trade service or marketing course books. It is important during the business process, not to reflect only the current state, because, on the later stages it threatens with „cementing” unfavourable habits into the system.

The material prepared by the team of consultants will be of a general nature. Using the descriptions to the CRM system implementation will be possible regardless its producer.