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  • Writer's pictureCorey Schwitz

Everything You Need to Prepare for a CRM Implementation

In the digital age, CRM (Customer Relationship Management) systems have become the backbone of successful businesses.

A holistic CRM platform not only ensures optimal customer interaction but also streamlines processes, boosting revenue.

However, diving into CRM implementation without the right preparation can be a pitfall. This comprehensive guide is here to light the way.

A Bird’s Eye View of a CRM Implementation

Implementing a CRM is akin to preparing a gourmet dish – the ingredients, tools, and time involved vary. Depending on your chosen CRM software and the specific intricacies of your business, the implementation timeline can vary.

For some businesses, it’s a sprint, spanning just two weeks. For others, it's a marathon, stretching up to six months. Key is setting the right expectations and knowing that the time invested will pay dividends.

Picking the Perfect CRM Solution

Choosing a CRM is a pivotal decision. This choice will influence your company's operations and, more importantly, its relationship with customers.


Cost: High. Given its comprehensive feature set, Salesforce can be on the pricier side.

Customization Ability: High. Salesforce is like clay in the hands of a sculptor – malleable to specific business needs.

User Experience: Moderate. Due to its vast features, it can have a steeper learning curve for newcomers.


Cost: Moderate. HubSpot offers a balanced cost-to-feature ratio.

Customization Ability: Moderate. It's versatile but might not cater to highly niche requirements.

User Experience: High. Intuitive and user-friendly, HubSpot often finds favor among startups and SMEs.


Cost: Varies, but usually high. A tailored solution often requires a substantial financial outlay.

Customization Ability: Very High. Built from scratch, it’s tailored to every nuance of the business.

User Experience: Can vary based on the design and functionalities incorporated.

Comparison of Top CRMs



Ability to Customize

User Experience













Considerations Before Starting a CRM Implementation

Crafting Crystal-Clear Business Goals

Start with a vision. What do you want your CRM to accomplish? Whether it's boosting sales, improving customer retention, or providing insightful analytics, your goals will dictate the direction of your CRM journey.

Mastering the Art of Data Migration and Integration

Picture this: You buy a new bookshelf, but your books are scattered and dog-eared. Transferring them without organizing would be chaos. Similarly, data migration is about organizing, cleaning, and then moving. And with integration, ensure your CRM isn’t an island. Integrate it with your existing tools for a seamless data flow.

Igniting User Engagement and Continuous Learning

A tool is only as good as its user. CRM systems, no matter how advanced, need hands-on deck. Engaging workshops, seminars, and continuous training sessions can ensure your team is well-equipped to harness its potential.

What Organizations Get Wrong with Their CRM

Successful CRM implementation isn’t just about what you do, but also about sidestepping pitfalls.

  • Launch Support: Remember, Rome wasn't built in a day. From day one, ensure you have robust support in place. This foundation will tackle issues and streamline operations. Working with a Salesforce Implementation Team or Hubspot Implementation Team might be the best option!

  • Reports/Dashboards: In the digital realm, data is the new oil. But, unrefined data is overwhelming. Reports and dashboards refine this data into actionable insights. Ensure your CRM is equipped to provide these visual narratives.

  • Future Integrations: Tech is a realm of constant evolution. Stay ahead by planning for future integrations.

  • User Training: A weapon is only as good as the warrior. Regular training ensures your team remains at the cutting-edge, harnessing the full potential of your CRM.

  • Future Business Needs: Your business will evolve, and so will its needs. Scalability ensures that your CRM grows with you, adapting to newer challenges.

Why CRM Implementations Can Fail

  • Not Capturing Stakeholder/User Needs: A CRM system needs to be the voice of its users. Overlooking their requirements can lead to misalignment.

  • Overcomplication: Sometimes, less is more. Overloading a CRM with unnecessary features can deter users.

  • Lack of Training/Enforcement of Usage: Building a tool isn’t enough. Cultivating a culture of usage ensures its longevity.

The Right Implementation Partner Makes All the Difference

The CRM realm is vast, offering a multitude of choices and strategies. But with the right roadmap, the journey becomes a pleasure rather than a challenge. Remember, your CRM tool will be the bridge between your business and its customers. Make sure it's a sturdy, efficient, and user-friendly bridge.

Ready to embark on a successful CRM journey? Dive deeper with Skydog Ops, your guiding star in the CRM universe.


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