Introducing a CRM · ASRR Tech
Which CRM working agreements should you document?
Describe enquiry ownership, important field meanings and handover timing. Keep instructions short enough to use during work.
A practical example
A new colleague wants to know when a lead becomes an opportunity.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Choose decision rules.
- Add examples.
- Assign maintenance.
What does success look like?
Users find current answers to recurring process questions.
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.