Getting A Web Based CRM Database - Learn How To Do It Right If you're after easy set up web based CRM databases are a great choice. Unlike desktop or internally hosted CRM software you don't have to worry about hardware upgrades or costly internal server equipment. However there are still a few steps you should take to achieve the most efficient CRM database implimentation. Step 1: The Right Web Based CRM Database. Having the right system for your business will make the whole process run so much smoother. The main things to look out for are; user friendly interface, speed and simple navigation. You probably won't be able to evaluate your web based CRM database options until you've gotten down and dirty with a few systems. Take advantage of free trials, demo accounts and low cost entry level plans to play around in the systems before you make a choice. It is very hard to change your CRM database once it is established, so getting it right from the beginning will save you time and money. Step 2: Make Sure Your Software Is Compatible. Generally you can use your existing hardware with most Web Based CRM database systems but you may have to upgrade your software. Web based CRM systems are accessed via the internet, so the key software is your internet browser. Just ask the CRM provider which is the best browser for their system and what software updates they recommend. Easy! Step 3: Upload Your Data. If you have an existing client database or manual client records you will need transfer your data onto your new system. You have two options when it comes to uploading the data to your new system: manual or automatic. If you choose to upload your data automatically you could end up with a lot of garbage from your old system (or manual records) contaminating your new database. Dead client records, duplicate records or out of date files. Many web based CRM databases calculate their fees based on data usage so you could be pushing yourself into a higher price bracket by bring all this useless data across. It can also affect the integrity of your data and distort reports for years to come. Manual data entry will give you a fresh start with your new web based CRM database, since you will be able to eliminate out of date files and prevent duplicate records. The problem is that manual uploads are very time consuming. If you have the resources to place some of your team members on data entry for a few days then go for it, otherwise cleanse as much of your data as you can before putting it into your new system. Step 4: Customization. Once you've had the chance to use the system and find your programs weak points, you are ready to consider customization. Make a list of changes you think could enhance the software for your day to day operations. Break this list down into 2 categories; 'essentials' and 'nice to haves'. A select few web based CRM databases have customization modules which mean you can change your screens, dashboard and reports (even if you have no programming experience). But most systems don't offer this so you will need to pay the CRM provider to customize your software. This is why it is good to split your list up, if you're on a budget you will be able to prioritize the essentials and be willing to flex on the 'nice to have' features.
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