Introducing a CRM · ASRR Tech
Which CRM process should you automate first?
Choose repeatable work with clear conditions and an inspectable outcome. Resolve unclear responsibilities before accelerating execution.
A practical example
A fixed assignment is more suitable than an assessment with unresolved exceptions.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Describe trigger and outcome.
- Test exceptions.
- Define human oversight.
What does success look like?
Automation reliably executes an understood working agreement.
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.