CRM Implementation & automation: the ultimate explanation.
You’ve registered with the Chamber of Commerce. Over a few years the organisation has flourished, acquiring new customers, processes, and employees along the way. How can you keep an overview of the organisation in such a way that insights into customer relationships and processes are easily accessible for every department, but which doesn’t disrupt the experience of existing customers? The best solution is to automate processes using a CRM implementation. The advantages: structure, support, streamlined processes, and more profit. This blog will guide you through the automation process and CRM systems.

Get your product launch on track
What is a CRM System?
Are you still keeping track of customer contacts and processes in an Excel document? This works fine for a while, but at some point you can completely lose sight of what’s going on. You can overcome this problem with a CRM implementation. CRM stands for Customer Relationship Management. A CRM implementation allows you to manage customer relationships and processes in one clear system, thereby improving the quality of your overall business.
Why do you need a CRM system?
A CRM system provides a clear, structured overview of your business, allowing you to get a grip on your numbers easily and without stress. The dashboard provides clear insights. In just a few clicks you can access contact history with the customer, the relationship status with the customer, and ongoing projects, thereby radically improving management efficiency. It also massively reduces error sensitivity. Think of the increased efficiency made just by automating invoicing and accounting. It’s advisable to involve a partner during CRM implementation, especially if you want to automate processes.
CRM as an ecosystem
Many organisations are already familiar with CRM systems. What if the organisation continues to grow, developing new processes, creating new departments and activities, and working with a greater range of tools? In this case it is advisable to switch to a CRM as an ecosystem, where we merge and integrate multiple tools. Sales, marketing, customer service, purchase documentation, and communication must be aligned and working in harmony across different programs. This integration ensures a smooth workflow, clarity for employees, and good oversight of all business operations.
Marketing automation
Sending out a newsletter to you customers is manageable. But what if you are communicating across multiple channels? By ensuring streamlined marketing, an established frequency of marketing messages and insight into your funnel, you can automate and personalise messages. This will greatly increase clicks to your website in considerably less time. You can then analyse the response and reading behaviour of your customers and leads, pointing the way for where processes can be optimised.
What can you automate?
As human beings, we are capable of a lot, but under high pressure mistakes can be made, especially when an organisation is undergrowing rapid growth. How can automation help, and what can we automate?
Almost everything can be automated, from sales, marketing, and customer service through to finance purchasing and production. Automation prevents routine work, reduces error sensitivity, and ensure smarter analyses and processes.
You can optimize your processes based on the response and reading behaviour of your customers and leads.
Map your workflow
In addition to marketing, your company’s product often travels a long way, from production and initial customer contact to the final sale and delivery. As an organisation, it is valuable to critically examine this process. In other words, to map out the workflow.
Write down the steps involved in this process. Which departments are involved and who does what? Is it running smoothly, or could it be made more effective by simplifying or merging processes? Less work means greater efficiency, and ultimately increased results and turnover. You can use this as a roadmap for your CRM implementation.

Balance your automation
These days it is possible to automate almost any process. As a company, it is important to ask yourself what has priority. What will really deliver added value? Automation is not necessarily the solution to every problem. Striking a balance is key.
Evaluate your automation
Automating processes and collecting data are important. What matters next is what you do with that data. Do you have an in-house data specialist or do you outsource data analysis? Make sure you evaluate processes and understand what can be done with the data. Only then can you optimize, automate, and increase profits. Progress comes in increments.