How to Ensure a Successful CRM Implementation for Manufacturers

We’ve seen some smooth and easy CRM implementations in the manufacturing industry, so we feel confident about what must take place for the implementation to be successful. Here are 4 quick implementation tips that we encourage you to consider before launching your implementation project.

1. Rooted in Top Management

When implementing a new system into your business you must make sure your management team is actively involved with the project. This step is huge if you want a successful implementation. Of course, some tasks will need to be delegated, but not the whole CRM project. With an actively engaged upper management, it creates inspiration and credibility around the project.

MCA Connect has developed an “implementation by simulation” approach allowing your business users and executive team to get to their “aha” moment more quickly than ever. This increases executive buy-in so that the executive team drives the vision down to the implementation team rather than remaining aware but not fully engaged.

2. Know the ‘Why’

Think about the purpose of implementing a new CRM system. Is it because of lack of support, do you need something that can support your rapidly growing business, or is it functional obsolescence? Whatever it may be, make sure the CRM functions and features align with your ‘why’ and desired outcome, otherwise you’ll be expecting one thing, and receive something totally different in the end.

3. Get your Game Plan

When you implement a whole new system, think about all the individuals who will be affected by the change and how certain business processes might need to be adjusted. This is can be a tough task but essential to completing your strategy, so you can choose the right system.

Many of our large manufacturing clients have looked for a third party to help evaluate current business processes and develop a strategic game plan prior to implementation. We’ve seen the success rate more than triple for companies that decide to hire our Business Transformation consultants to help with pre-implementation strategy. Again, a successful implementation is rarely about the software.

4. Define your Goals

Defining goals and metrics to measure the progress of the CRM implementation is another great way to make sure you achieve long-term return from your CRM investment. For example, a simple but measurable goal could be, increase revenue by 10%. With specific goals you will know how to prioritize your resources and choose the functionality or approach that best achieves your goals. Your goals and metrics should be revisited throughout the entire project to make sure the implementation is headed in the right direction.

We’ve said it before and we’ll say it again - the current manufacturing buzz is all around digital transformation. Companies who have implemented modern technology have had opportunities to leap ahead. They’re transforming products, empowering employees and customers, and improving operational efficiency. We recommend starting with a modern CRM software, like Microsoft Dynamics 365 for Sales, that is flexible, easy to use and can be the foundation for business growth.

If you’re a manufacturer considering a new CRM implementation in the near future, let our Business Transformation team evaluate your business to maximize the effort and increase the success rate. Contact us here.

Author: Travis Pullen, Engagement Manager

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