DIY CRM Implementation Steps
Every Business NEEDS a CRM! If you're ready to get ready, follow these simple steps.
1: Get Your Database Ready To Import
2: Final Data Check and Import
3: Understand your Current Sales Process
5: Map Your Sales Process To Your CRM
Need another nurture sequence? Need more automation? Need to assign tasks?
This is what a CRM does when properly integrated into a business.
Go you!
Get Your Database
Ready To Import
Whether your contacts are currently stored in Outlook, Google, Xero, MYOB or even already in a spreadsheet, they need to be formatted into a spreadsheet properly so you can get your CRM setup properly.
The core data, and creating 'smart lists' of your contacts in your CRM, and tagging, is important to get right.
It might be easier than you think if you follow our easy to follow guide.
OPTIN FORM? (To the process we have in Process ST, convert to deliverable format)
Final Data Check
and Import
Make sure your list is 'clean', means are the emails still 'valid' and contactable.
It's important, nice to start fresh with high value contacts otherwise you can be 'pinged' for sending spam to old uncontacabler emails.
It's not about the list size, it's about the list quality.
Make sense?
Ready Set Import...
Understand your Current Sales Process
What happens now in your sales process?
You have an enquiry of sorts, a phone call, social media message, maybe a contact form submission, what happens next?
What are the stages in your sales pipeline?
Map it out as it is right now, a flow chart is easiest, just pencil it out on paper.
Go, you have 5 minutes...
Refine Your Sales Process
Then draw out what you'd like to have, add the automated SMS, add the email autoresponder, add the follow up reminders, all off it...
Need help with that? (LINK) Schedule a Meet with Peter
Map Your Sales Process
To Your CRM
This is converting your drawn flow chart into actual online automation.
This is where you see a boost in conversions, where you see business gets better from here on in...
Monitor and Refine
Need another nurture sequence? Need more automation? Need to assign tasks?
This is what a CRM does when properly integrated into a business.
Go you!