Introducing a CRM · ASRR Tech
What should you check before launching a CRM?
Check users, open work, data and support together. Ask the team to handle a complete enquiry and define who addresses initial problems.
A practical example
Configuration works but a covering employee lacks the correct role.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Test user roles.
- Check open records.
- Arrange initial support.
What does success look like?
The team can start with known responsibilities and usable data.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Introducing a CRM: the wider process
A new configuration needs a clear starting point and an owner. Begin with a bounded process the team can practise daily. Define employee actions, who answers questions and how improvements are chosen. Use examples from real work in training. After launch, check that records contain enough information for handovers and next actions are completed. Adjust configuration around observed problems. Add automation once the underlying working agreements are clear in practice.