8 best practices for a successful CRM implementation

If customers are the lifeblood of business, then customer relationship management (CRM) is the daily checkup to ensure that the heart is still pumping steadily and that the entire body is in good health. Metaphors aside, CRM describes the processes, tools, and activities that companies employ to understand their customers and respond rapidly to their ever-changing needs and preferences. Given the importance and widespread use of CRM across today's businesses, it would be natural to assume that CRM implementation is a fairly straightforward and routinely successful process—but rarely is this the case. This raises the question as to why—and more important, as to what your company can do to ensure that your CRM efforts pay off. In this infographic, we address those questions by distilling input from vendors, users, and experts into eight best practices that your company can follow to help deliver a successful (and ultimately, fruitful) CRM implementation.

Our Leadership

Christopher Smith – Empellor CRM Founder & Principal

Chris Smith has a passion for transformative technology, is a leading partner for Microsoft CRM in the banking space and is a certified MS Dynamics CRM Implementation Partner. Chris possesses a unique ability to comprehensively scope, conceptualize and implement impactful CRM and XRM solutions. Chris’ driving force is to create powerful, long-lasting results for his clients that enhance their business operations today and for years to come.

After launching Empellor CRM in 2007, Chris was struck by the fact that most CRM implementations at the time were neither driven nor inspired by clients’ business goals. Leveraging his years of experience in enterprise software implementation, along with an innate ability to isolate both inefficiencies and opportunities, Chris developed a unique and powerful methodology that puts customer business goals at the center of every short development cycle. Empellor CRM continues to utilize and evolve Chris’ innovative methodology to deliver some of the most comprehensive, business-enhancing CRM implementations in the industry.

Our Staff Expertise

Our team of CRM experts are industry rock stars who delight in sharing their skills with each other, our consultants and our clients.

We only hire top CRM talent – typically senior consultants – with deep, quantifiable expertise in both business and technology.

Our people primarily work remotely, but also travel onsite when necessary, as we feel face time with clients is essential to success.

While hiring for technical talent is essential to our team, we believe cultural fit is equally as important.

Empellor CRM seeks out technical experts who embody empathy, humor and humility; who know how to ask the right questions; who are blessed with active listening skills; and who have a vision for all things possible.

Our people mean everything to us, because ultimately, they are the ones that will drive our clients’ success.

And that is what it is all about.

Our 360 Degree View Sets the Stage for Success

Our Empellor CRM team are experts at creating objectively better results with Microsoft Dynamics 365 Customer Engagement, enabling businesses to achieve groundbreaking growth.

Our low risk, consultative implementation style ensures you get a 360 Degree View of your customers and your business operations – insight that we believe is imperative to achieve an impeccably functional and incredibly powerful CRM.

Our team boasts a pretty impressive track record of creating customized, innovative, practical solutions – and successfully implementing them the first time at bat.