5 Keys to successful CRM and ERP implementations


Given the competitive environment of the economy, it is critical for an organization to efficiently manage their resources and their customers. CRM and ERP are two systems which an organization can resort to in order to administer their internal and external functions. However, to ensure the successful CRM and ERP implementations, it is vital for a business to take the following points into consideration:

  • Assess the needs of the business: Firstly, it is important to identify the needs of the business which in turn will help to understand in what capacity CRM and ERP can fulfill the objectives of the business. Once the requirements of a business have been highlighted, the business will be prepared better to select the most appropriate software.
  • Get everyone on board: Implementing CRM or ERP is a major change for any organization. Thus, it is essential to get everyone in the organization on board in order to ensure a smooth transition. The involvement of the top management is likely to improve the credibility of the systems, making it easier for the rest of the employees to comply.
  • Prepare a budget: This will help to set more realistic expectations regarding how the systems can be implemented using the resources that are available for the business. By preparing a budget, the business can cut back on unnecessary costs and invest resources where needed to enhance the successful implementation of CRM or ERP.
  • Provide training: Once CRM or ERP systems have been configured, proper technical training has to be given to the employees so they are equipped to not only use the systems but to also deal with any challenges that may arise.
  • Continuous support: Even after the CRM or ERP systems have been installed, they require ongoing support to ensure that they function to benefit the business. Continuous support may involve general maintenance or upgrading the system at regular intervals.

Want to learn more how SugarCRM can help your Sales? Check out 5 SugarCRM integrations for the ‘R’ in CRM

Rolustech is a team of award winning certified SugarCRM experts taking pride in successfully implementing SugarCRM for more than 500 firms worldwide. Contact us here

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