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Our Top Tips for Onboarding Your New CRM

Here at Inbound, we’ve guided a lot of different businesses through the process of onboarding a CRM. We’ve seen it all, from the initial pain points and technical difficulties, through to the successes when a business begins maximising value from their CRM. That’s why we’ve pulled together our top tips so you can onboard your new CRM as smoothly as possible.
Investing in a CRM is crucial for any business today. A CRM is a vital tool to keep track of the most important aspect of your business - your customers.‍However, a CRM is not just a piece of software or mere tech tool. A CRM is the cornerstone of your business strategy. Failing to set it up correctly from the start not only creates a headache within your tech stack, but could impact the business as a whole. The last thing you want is to lose lucrative prospects and business revenue because something slipped through the cracks during your onboarding process. Here at Inbound, we’ve guided a lot of different businesses through the process of onboarding a CRM. We’ve seen it all, from the initial pain points and technical difficulties, through to the successes when a business begins maximising value from their CRM. That’s why we’ve pulled together our top tips so you can onboard your new CRM as smoothly as possible.


Have A Thorough Understanding of Your Business Processes and How They’ll Work Within Your New CRM

Many businesses purchase a new CRM thinking an off-the-shelf solution will address all their internal issues and solve them. While a new bit of software will always have new features which will help your business work smarter and faster, don’t expect it to be scalable to every idiosyncrasy of your business. 


Make sure you understand all the ins and outs of your business and its processes. Can you visualise them completely end-to-end? Where exactly are the pain points? Which processes are most important to your bottom line and which are insignificant when placed within the bigger picture?


Once you’ve got a complete understanding of your processes, think about which ones can be migrated into your CRM. Which features does the CRM have which can optimize these processes? Or, are there limitations to it which mean your current processes have to stay put?


Once you’ve front footed these questions and understood exactly how to scale the inner workings of your business to what the CRM can deliver, your onboarding process will be much more seamless. 

Upload Your Customer Data - But First, Give It a Tidy Up!

A key point in the CRM onboarding process will be when you begin migrating your existing customer data into the new system. Before you go through all the effort of doing so, make sure to review the current state your data is in first.


Get your new CRM off to the right start. If there’s any issues with your present dataset, don’t just import them into a new system you’ve spent precious time and money investing in, only to pipe substandard data into it. 


Look into the data you’ll be migrating over and check for the following: old, out-of-date or irrelevant customer data, incomplete data sets, inconsistent data entry across the same properties/fields, incompatible character types. 


Putting the work in to tidy up the data now means that you can hit the ground running with your new CRM, leveraging it to drive business results and not just creating a new environment for yesterday’s business problems. 


Which leads us on to our next step...

Segment Your Contacts

Once your customer data is all correctly migrated into the new CRM environment, make sure you’ve got it organised to easily recognise key customer blocks. 


Chances are your customers can be grouped under different lifecycle stages within your pipeline, or shared behavioural characteristics. No doubt you’ll want to communicate with these larger customer segments through marketing, sales or service related communications. 


Categorising customers into relevant lists from the beginning means you can start extracting value from your new CRM right away. Customer segments and how you interact with them ultimately informs your own business processes. 


You don’t want to upend processes just as your team is becoming familiar with the new CRM. Set them on the right track straight away and create data segments which allow you to surface information about broader customer groups.


Ready to onboard a new CRM for your business but need some support? Talk to Inbound about how we can guide you along the CRM journey, as we’ve done for countless other businesses. 


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