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What To Consider When Implementing CRM

Here is your guide to navigating a CRM implementation. You'll find general best practices, valuable insights, and answers to questions you have on the process.

1. What to Expect

Let’s tackle the basics of CRM implementations. After watching this section you’ll understand:

  • The different types of implementations
  • The foundations of what a CRM should cost
RevOps Show Episode 39 - CRM Implementation Part 1
RevOps Show Episode 40 - CRM Implementation Part 2

2. Key Considerations

Trade-offs in your implementation will depend on the following considerations:

  • Company size
  • Team size
  • Roles involved
  • Who is going to use the system
  • Tech involved 

See the impact each consideration has on your decision.

3. What Will It Cost?

This section will give you actual numbers to think about. Whether you decide on an implementation or to stick with the status quo, be prepared to figure out:

  • Up-front costs
  • Invisible costs
  • Long-term costs
RevOps Show Episode 41 - CRM Implementation Part 3
RevOps Show Episode 42 - CRM Implementation Part 4

4. How Long?

Here are your guidelines to budget how long a CRM implementation should take. What can affect your timeline include (but are not limited to):

  • Resource allocation
  • Team size
  • Integrations involved
  • Processes already in place

5. To Pilot or Not To Pilot?

Test with a group? Or roll out your new CRM to the entire organization? In this section, think through both sides of the coin to figure out which is best for your organization. Some things to think about:

  • Missing key issues vs finding key issues
  • Experience in use and team adoption
  • Possible delays in CRM rollout
RevOps Show Episode 44 - HubSpot vs Salesforce

6. HubSpot or Salesforce?

The question everyone wants an answer to…

Reminder: the platform shouldn’t be dictating your business process.

You’ll see here that either could be the right option for you. As long as you view these options through the lens of enabling and evolving your specific business processes.

Additional Recommended Resources

Maximizing CRM Adoption & Utilization
Successfully Launch & Integrate RevOps
Documenting Your Sales Process
3 Playbooks for Sales Development