Affordable CRM Implementation in Bulgaria for SMEs

With a successful Customer Relationship Management CRM Implementation Bulgaria, you can make a return of investment between 2 and 5 times the amount invested, but about 70% of CRM implementation projects fail to achieve their objectives.

Without a fully functional CRM system in place, you will be losing leads and sales generated by your marketing activities.

A CRM system is a vital element in your digital marketing conversion rate optimisation process.

Your organisation will maximise the benefits of a CRM system by first identifying the areas you want to improve, or which problems need to be addressed.

There are several CRM solutions in Bulgarian, but not all organisations can afford the full-blown services delivered by Salesforce and Microsoft, so Optimized focuses on the small and medium enterprises that require more affordable solutions like Zoho CRM.  

Here we explain the steps that you need to take for a successful CRM implementation in Bulgaria (or anywhere else).

Define Your CRM Strategy

Before starting your CRM project, it is vital to set out what you are trying to achieve. Your CRM strategy must include:

  • Goals to achieve with CRM
  • Problems to solve
  • Business areas it is to cover (sales, marketing, customer service)
  • Processes it is to support
  • Project payoff

Create Your CRM Implementation Plan

The steps within a CRM implementation project are:

  • Forecast a CRM implementation budget to include:
    • CRM licence fees
    • Consultancy fees for project management, data migration and customization
    • Staff training
    • Cost of covering staff assigned to the project
    • Data backup and storage
  • Create a CRM implementation team which will include:
    • Project manager
    • Application analyst who responsible for data migration and cleansing
    • Application developers for system customisation and integration
    • Test manager
    • Representatives from all key user groups
  • Analyse your current situation, your issues, and your requirements.
  • Define a CRM solution with the functionality to meet the requirements. The solution should include defining the CRM customisations and integrations that need to take place.
  • Conduct vendor research, considering factors, such as:
    • Strength of the product
    • Experience in the CRM market
    • Knowledge level of the consultants
    • Experience in working with companies the same size and type
  • Perform data cleansing to check and fix the quality of your business data
  • Specify the migration steps needed to transfer the date from your legacy CRM or spreadsheets into a new CRM solution
  • Define new CRM working practices including detailed automated workflows, custom reports and dashboards, automated mass record updates, and CRM integration with other systems such as website and ERP system
  • Testing the CRM system for deficiencies and checking that its functionality works according to the requirements specification
  • Define implementation plan across business areas. This could include a phased roll-out
  • Rolling out the complete CRM solution to the production environment
  • Conduct user training to achieve efficient and productive use of the new CRM system
  • Monitoring the CRM’s performance, addressing system issues, and fine tuning of CRM features and processes to comply with changing business or user needs

CRM Implementation Risk Assessment

Continual risk assessment is part of every CRM implementation project. CRM project implementation risks include:

  • Going beyond the time and budget
  • Managing the scope of the project
  • Assess the strengths and weaknesses of your CRM implementation team
  • Non-employee buy-in due to threat of new system on their jobs. This can be mitigated by early employee involvement in the project
  • Steep learning curve for existing staff

All these risks can affect the effectiveness of your CRM system.

Evaluate the Success of the CRM implementation

Define the key metrics and deciding what success looks like. The key metrics should include:

  • System activity to review the number of discrete actions completed by a user on the system
  • Record updates
  • Quality of inputs
  • Increase in profitability

Transform your business with CRM Implementation Bulgaria

It is sometimes difficult for you to implement the CRM project in-house due to lack of knowledge and staff availability, and if you fail to properly implement your new CRM system it is bound to lead to lost sales and marketing opportunities.

If you want to apply proven implementation practices to your project and get professional assistance for your CRM Implementation in Bulgaria, then contact the experts.