{"id":24874,"date":"2022-07-06T14:15:41","date_gmt":"2022-07-06T14:15:41","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=24874"},"modified":"2025-10-06T07:26:58","modified_gmt":"2025-10-06T07:26:58","slug":"crm-implementation-guide","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/","title":{"rendered":"CRM Implementation Guide with Exact Steps"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Studies have shown that for every dollar spent, the <\/span><span style=\"font-weight: 400;\">average ROI on CRM was $30.48<\/span><span style=\"font-weight: 400;\"> in 2021. However, many companies struggle to get the CRM implementation right for common reasons like choosing the wrong CRM, lack of clear objectives, and more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM implementation is the process of installing and deploying the software in alignment with the business operational process and goals. Successful implementation of <\/span><span style=\"font-weight: 400;\">CRM software can help boost revenue<\/span><span style=\"font-weight: 400;\"> by 29% while improving sales productivity by 39%.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, we will provide a step-by-step roadmap on how to successfully implement a CRM for your organization. We will also share a list of things that can go wrong while implementing a CRM tool for your business.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#Common_Challenges_with_CRM_Implementation\" >Common Challenges with CRM Implementation<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#1_Choosing_the_Wrong_CRM_Software\" >#1. Choosing the Wrong CRM Software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#2_Lack_of_a_Clear_CRM_Implementation_Process\" >#2. Lack of a Clear CRM Implementation Process<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#3_No_Clarity_on_CRM-Related_Objectives\" >#3. No Clarity on CRM-Related Objectives<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#4_Few_or_No_Integrations\" >#4. Few or No Integrations<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#10_Steps_to_Successful_CRM_Implementation\" >10 Steps to Successful CRM Implementation<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#1_Determine_Your_CRM_Objectives\" >#1. Determine Your CRM Objectives<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#2_Search_for_the_Right_Platform\" >#2. Search for the Right Platform<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#3_Assemble_Your_CRM_Team\" >#3. Assemble Your CRM Team<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#4_Evaluate_the_Costs_and_Benefits\" >#4. Evaluate the Costs and Benefits<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#5_Gather_and_Import_Accurate_Customer_Data\" >#5. Gather and Import Accurate Customer Data<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#6_Decide_Who_Gets_Access_to_What_CRM_Data\" >#6. Decide Who Gets Access to What CRM Data<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#7_Train_All_Your_Teams_Well\" >#7. Train All Your Teams Well<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#8_Keep_Looking_for_Bottlenecks\" >#8. Keep Looking for Bottlenecks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#9_Scale_As_You_Grow\" >#9. Scale As You Grow<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#10_Measure_the_Success_of_Your_CRM_Implementation\" >#10. Measure the Success of Your CRM Implementation<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#How_Long_Does_the_CRM_Implementation_Process_Take\" >How Long Does the CRM Implementation Process Take?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/crm-implementation-guide\/#Wrap_Up\" >Wrap Up<\/a><\/li><\/ul><\/nav><\/div>\n\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Common_Challenges_with_CRM_Implementation\"><\/span><span style=\"color: #339966;\"><b>Common Challenges with CRM Implementation<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">These challenges will help you avoid the same mistakes that other businesses have made.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Choosing_the_Wrong_CRM_Software\"><\/span><span style=\"color: #993300;\">#1. Choosing the Wrong CRM Software<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><a href=\"https:\/\/hbr.org\/2018\/12\/why-crm-projects-fail-and-how-to-make-them-more-successful\"><span style=\"font-weight: 400;\">69% of companies<\/span><\/a><span style=\"font-weight: 400;\"> suffer from poor implementation due to the wrong choice of CRM, which results in huge monetary loss. Besides, it causes major disruptions to business processes.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Owing to high costs, many organizations don\u2019t replace existing CRM systems with better tools, further hampering their revenue.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Lack_of_a_Clear_CRM_Implementation_Process\"><\/span><span style=\"color: #993300;\">#2. Lack of a Clear CRM Implementation Process<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_24876\" aria-describedby=\"caption-attachment-24876\" style=\"width: 932px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-24876 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.21.19-PM.png\" alt=\"Lack of CRM Implementation Process\" width=\"932\" height=\"622\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.21.19-PM.png 932w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.21.19-PM-300x200.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.21.19-PM-768x513.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.21.19-PM-595xh.png 595w\" sizes=\"(max-width: 932px) 100vw, 932px\" \/><figcaption id=\"caption-attachment-24876\" class=\"wp-caption-text\"><em><a href=\"https:\/\/unsplash.com\/photos\/6FVdL72Xz8Q\">Source<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Even if a company has the right CRM solution, its implementation may be incorrect. As a result, the company incurs heavy losses and budget overturns. And not just that, they also lose out on the future ROI.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Common reasons for poor implementation include miscalculation of account integration effort or the volume of data that needs to be migrated to the new CRM tool.<\/span><\/p>\n<p><em><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f449.svg\" alt=\"\ud83d\udc49\">Ensure your business stays ahead with the best CRM automation software. Learn more from our <a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/\" data-wpel-link=\"internal\">comprehensive guide<\/a>.<\/em><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_No_Clarity_on_CRM-Related_Objectives\"><\/span><span style=\"color: #993300;\">#3. No Clarity on CRM-Related Objectives<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_24877\" aria-describedby=\"caption-attachment-24877\" style=\"width: 926px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-24877 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.22.04-PM.png\" alt=\"Absence of Clear Objectives while implementing CRM\" width=\"926\" height=\"610\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.22.04-PM.png 926w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.22.04-PM-300x198.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.22.04-PM-768x506.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.22.04-PM-595xh.png 595w\" sizes=\"(max-width: 926px) 100vw, 926px\" \/><figcaption id=\"caption-attachment-24877\" class=\"wp-caption-text\"><em><a href=\"https:\/\/unsplash.com\/photos\/bPiuY2ZSlvU\">Source<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Most companies like the idea of implementing CRM, but they fail to define the objectives they want to achieve. As a result, it becomes difficult to calculate the ROI or <a href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\">benefits of CRM<\/a> for the company.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While CRM tools have become essential irrespective of the industry or size of a business, it is crucial for companies to evaluate whether they need a CRM system and how it would help them deliver better results.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, if your target is to increase sales by 25% in the next quarter or improve the lead conversion rate by 40%, will implementing a CRM help you gain the required ROI?&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If yes, what type of CRM tools are required to accomplish these targets?&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These are some questions that you should address before deciding to implement a CRM project.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Few_or_No_Integrations\"><\/span><span style=\"color: #993300;\">#4. Few or No Integrations<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_13575\" aria-describedby=\"caption-attachment-13575\" style=\"width: 650px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-13575 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/integrations.png\" alt=\"integrations\" width=\"650\" height=\"542\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/integrations.png 650w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/integrations-300x250.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/integrations-595xh.png 595w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><figcaption id=\"caption-attachment-13575\" class=\"wp-caption-text\"><em>EngageBay integrations<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">At times, companies underestimate the number of third-party integrations they need with their CRM system.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Today, almost all the processes in a company use software to automate manual and administrative tasks.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, if these processes are not connected to each other, the flow of data sharing gets disrupted.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thus, the compatibility of CRM with other business applications is crucial to streamlining the entire business process, including data migration and <a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\">workflow automation<\/a>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Clearly, these CRM problems can cost your business a lot of time and money. But, the benefits of overcoming <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/challenges-of-crm-implementation\/#CRM_Challenge_8_Lacking_Scope_Clarity\"><span style=\"font-weight: 400;\">common CRM challenges<\/span><\/a><span style=\"font-weight: 400;\"> are worth the effort.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-data-cleaning-guide\/\">Read also: CRM Data Cleaning Done Right: A Step-by-Step Guide<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"10_Steps_to_Successful_CRM_Implementation\"><\/span><span style=\"color: #339966;\"><b>10 Steps to Successful CRM Implementation<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Here is a step-by-step guide to <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/\"><span style=\"font-weight: 400;\">implementing a successful CRM strategy<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Determine_Your_CRM_Objectives\"><\/span><span style=\"color: #993300;\">#1. Determine Your CRM Objectives<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_24204\" aria-describedby=\"caption-attachment-24204\" style=\"width: 1370px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-24204 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/08\/sales-dashboard-screens.gif\" alt=\"EngageBay sales dashboard\" width=\"1370\" height=\"872\"><figcaption id=\"caption-attachment-24204\" class=\"wp-caption-text\"><em>EngageBay makes it easy to measure performance<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">The first step toward implementing a CRM strategy is to define your goals and objectives.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ask yourself questions like:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Why does my company need CRM tools? <\/span><\/li>\n<li><span style=\"font-weight: 400;\">How many people are going to use it?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">How will CRM benefit my business?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Once you have the answers to these questions, you can come up with a tangible action plan to measure your business performance with CRM deployment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Say you are a service-based company, and you want to offer a smooth customer onboarding experience to increase <a href=\"https:\/\/www.engagebay.com\/blog\/customer-retention-strategies\/\">customer retention<\/a> rates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM solutions can help manage this process by collecting all customer information in one place and automating customer touchpoint notifications. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This enables your team members to provide a smooth and responsive customer experience.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/customer-relationship-management-examples\/\">Read also: 6 No-nonsense Examples of Customer Relationship Management<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Search_for_the_Right_Platform\"><\/span><span style=\"color: #993300;\">#2. Search for the Right Platform<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you have defined the purpose of a CRM platform for your business, it is time to find the right CRM vendor.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The best way to do that is by creating a CRM roadmap. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s how to do it:<\/span> <span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>First<\/strong>, evaluate your business\u2019 needs. Next, you dig deep into CRM functionalities and prioritize them based on your needs.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once you have all the information, you can look for CRM solutions with those features, or talk to CRM software providers for a customized package for your business.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, if your company wants to improve its lead generation, getting a <a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\">sales CRM<\/a> will be the best choice. Look for features like predictive scoring, tagging, activity tracking, automated appointment scheduling, and so on.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will help you narrow down your best CRM choices before making the final call.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also perform a comparative analysis of different CRM platforms on parameters like pricing models, ease of use, third-party integrations, and customer testimonials. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will help you understand what CRM tool can work best for your company. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, here\u2019s a <a href=\"https:\/\/www.engagebay.com\/activecampaign-alternative\">detailed comparison between ActiveCampaign and EngageBay<\/a>.&nbsp;<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24924 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/tuxpi.com_.1657090510.jpg\" alt=\"ActiveCampaign EngageBay Comparison chart\" width=\"932\" height=\"674\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/tuxpi.com_.1657090510.jpg 932w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/tuxpi.com_.1657090510-300x217.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/tuxpi.com_.1657090510-768x555.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/tuxpi.com_.1657090510-595xh.jpg 595w\" sizes=\"(max-width: 932px) 100vw, 932px\" \/><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/comparisons\">See How EngageBay Compares with Popular CRM Software<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Assemble_Your_CRM_Team\"><\/span><span style=\"color: #993300;\">#3. Assemble Your CRM Team<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_24881\" aria-describedby=\"caption-attachment-24881\" style=\"width: 978px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-24881 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.26.08-PM.png\" alt=\"Assemble Your CRM Team\" width=\"978\" height=\"548\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.26.08-PM.png 978w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.26.08-PM-300x168.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.26.08-PM-768x430.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-05-at-9.26.08-PM-595xh.png 595w\" sizes=\"(max-width: 978px) 100vw, 978px\" \/><figcaption id=\"caption-attachment-24881\" class=\"wp-caption-text\"><em><a href=\"https:\/\/unsplash.com\/photos\/PTRzqc_h1r4\">Source<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">The next step is to focus on building a core CRM team.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This team will ensure that the CRM software is correctly implemented and used across the organization.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You need not necessarily hire employees to perform the work, the existing workforce can add overseeing the CRM as one of their key responsibilities.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some of the members in your CRM team can include the following:<\/span><\/p>\n<ul>\n<li><b>Project Manager: <\/b><span style=\"font-weight: 400;\">A project manager will lead your CRM team. They will be in charge of providing access to end-users, maintaining data security, and ensuring that the CRM is being used properly across teams.<\/span><\/li>\n<li><b>Sales Team Manager: <\/b><span style=\"font-weight: 400;\">Sales team managers will oversee the data and process the information in the CRM system. They could also assist in training the other sales team members to use the CRM tool and determine if any additional features are needed to boost sales performance.&nbsp;<\/span><\/li>\n<li><b>IT Manager: <\/b><span style=\"font-weight: 400;\">While the IT manager is usually responsible for supporting the implementation of various technological tools, they can also assist the project manager with addressing any roadblocks or glitches in the CRM project.<\/span><\/li>\n<li><b>Software Analyst: <\/b><span style=\"font-weight: 400;\">A software analyst can help with data cleaning and migration from various systems to the CRM platform.<\/span><\/li>\n<\/ul>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h3><span class=\"ez-toc-section\" id=\"4_Evaluate_the_Costs_and_Benefits\"><\/span><span style=\"color: #993300;\">#4. Evaluate the Costs and Benefits<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">On average, the <\/span><a href=\"https:\/\/www.techadv.com\/blog\/how-much-does-crm-cost\"><span style=\"font-weight: 400;\">cost of setting up a CRM<\/span><\/a><span style=\"font-weight: 400;\"> can range from anywhere between $5,000 and $20,000.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before implementing your CRM software, it is essential to forecast the costs and benefits involved. You should calculate the budget required to set up the platform, the training costs involved, and any additional expenses that may incur as and when you expand your organization.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is also essential to evaluate how many people will use the CRM tool.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Accordingly, you should look at the pricing plans offered across various CRM systems before making a decision.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ensure that the ROI you expect from CRM usage exceed the setup costs. <\/span><a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\"><span style=\"font-weight: 400;\">If you are a single user or have a small team<\/span><\/a><span style=\"font-weight: 400;\">, consider EngageBay, owing to its affordable pricing, particularly the forever-free plan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Moreover, you should have quantifiable data to evaluate how the CRM platform would benefit your business. Metrics such as customer retention rate and lead conversion can help you gauge whether you should adopt a CRM tool or not.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To make the most out of the CRM system, you should know how to generate the right dashboards and reports.&nbsp;<\/span><\/p>\n<figure id=\"attachment_22618\" aria-describedby=\"caption-attachment-22618\" style=\"width: 1920px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-22618 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/2.-Upcoming-Tasks.png\" alt=\"Task dashboard sample in EngageBay\" width=\"1920\" height=\"902\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/2.-Upcoming-Tasks.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/2.-Upcoming-Tasks-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/2.-Upcoming-Tasks-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/2.-Upcoming-Tasks-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/2.-Upcoming-Tasks-1536x722.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/2.-Upcoming-Tasks-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><figcaption id=\"caption-attachment-22618\" class=\"wp-caption-text\"><em>Task dashboard sample in EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">For instance, a project manager would like to see the task report \u2013 the number of tasks pending, how many got completed, and the ones in progress (like in the image above).<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Gather_and_Import_Accurate_Customer_Data\"><\/span><span style=\"color: #993300;\">#5. Gather and Import Accurate Customer Data<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_17105\" aria-describedby=\"caption-attachment-17105\" style=\"width: 1354px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-17105 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/import_contacts1.gif\" alt=\"import_contacts\" width=\"1354\" height=\"587\"><\/a><figcaption id=\"caption-attachment-17105\" class=\"wp-caption-text\"><em>Simple contacts importing in EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">One of the most critical steps in the CRM implementation process is data migration. You need to gather customer information from multiple systems and ensure that it is accurate, complete, and does not have any missing information.&nbsp;<\/span><\/p>\n<p>Successful <a href=\"https:\/\/info.novacloud.io\/en-us\/amazon-connect\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Amazon Connect integration<\/a>&nbsp;can further streamline the flow of customer data, ensuring seamless communication between CRM systems and contact centers.<\/p>\n<p><span style=\"font-weight: 400;\">Some of the applications that companies use for data migration include AWS Data Migration, Google Cloud, DB Convert Studio, Integrate.io, and so on.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Through data migration, sharing of information becomes convenient, as the CRM becomes a centralized database from which employees can retrieve client details anytime they need to. This way, you can save time and improve productivity across marketing, sales, and customer support.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Decide_Who_Gets_Access_to_What_CRM_Data\"><\/span><span style=\"color: #993300;\">#6. Decide Who Gets Access to What CRM Data<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Now that you have imported all the data, it is time to set up your CRM the right way. You and your CRM team need to determine what data and tools can be accessed across the various departments in your organization.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Provide too much information, and chances are you are compromising on data security. On the other hand, restricting access can hamper productivity. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Should employees seek permissions every time they want to access a database or use a certain tool on your CRM dashboard? The good thing with <a href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/\">CRM tools<\/a> is that they let you decide who gets how much access.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-roi\/\">Read also: What Nobody Tells You About CRM ROI: A Thought-Provoking Guide<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Train_All_Your_Teams_Well\"><\/span><span style=\"color: #993300;\">#7. Train All Your Teams Well<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Even when your CRM is being set up, you can start training your team to use it.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your employees should be familiar with the basics of the CRM system, how it will assist them in their tasks, and how to apply it to their work.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, the training should be customized according to the needs of the different departments. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The marketing team should be familiarized with tools like contact segmentation, list building, and reporting. In contrast, the sales team should be more acquainted with features like lead generation, appointment scheduling, and <a href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\">sales automation<\/a>.&nbsp;<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-24930\" style=\"font-style: inherit; font-weight: bold; text-align: center;\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/customer_support.jpg\" alt=\"customer_support\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/customer_support.jpg 1080w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/customer_support-300x200.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/customer_support-1024x683.jpg 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/customer_support-768x512.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/customer_support-595xh.jpg 595w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/p>\n<p style=\"text-align: center;\"><em>Source: Unsplash<\/em><\/p>\n<p>Usually, a CRM tool helps the customer service department the most. Support reps can use CRM tools for automatic creation of tickets for queries and complaints, autoresponses for common queries, calling integrations for in-app calls, and even for call scripts and recordings.&nbsp;<\/p>\n<p>Once the teams get a handle on things, CRM implementation can help get more work in less time.&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Keep_Looking_for_Bottlenecks\"><\/span><span style=\"color: #993300;\">#8. Keep Looking for Bottlenecks<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The learning doesn\u2019t stop with successful CRM deployment.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a business owner or manager, you and your team members should constantly be on the lookout for any bottlenecks or challenges, and find ways to resolve them.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This can be done by having routine check-ins with different departments.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The teams should also research and brainstorm to find ways to improve the utilization of the CRM tool and make it easier and more efficient. That way, the company can deliver a better customer experience and also improve employee satisfaction.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you can identify the exact problems you&#8217;re facing in implementing your CRM solution, you can look for case studies of companies that faced challenges with CRM deployment and how they managed to resolve them.<\/span><\/p>\n<p>If you just take it for granted that the CRM system will work out well for your business and everybody in your team will learn to use it just right, you run the risk of making your CRM implementation as tough as this:<\/p>\n<p><center><iframe class=\"giphy-embed\" src=\"https:\/\/giphy.com\/embed\/S9XaGr8wQ9Jwk\" width=\"480\" height=\"361\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/center><\/p>\n<p style=\"text-align: center;\"><em><a href=\"https:\/\/giphy.com\/gifs\/austin-stuck-powers-S9XaGr8wQ9Jwk\">via GIPHY<\/a><\/em><\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_Scale_As_You_Grow\"><\/span><span style=\"color: #993300;\">#9. Scale As You Grow<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While a successfully implemented CRM meets your short-term goals, you need to scale it as you grow.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Scaling up can be in terms of the number of users onboarded or the number of features you want to add, depending upon your business needs. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if you want to expand your sales team or add more sales tools, it might be helpful to look at pricing plans that offer advanced sales features for your CRM package.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"10_Measure_the_Success_of_Your_CRM_Implementation\"><\/span><span style=\"color: #993300;\">#10. Measure the Success of Your CRM Implementation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">After the CRM solution is up and running, it is time to evaluate the success. For this, you will require a customized dashboard that provides data on key business metrics.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, you can compare lead conversion rates before and after the CRM was implemented. If there has been an increase in the conversion rate, it implies a successful CRM implementation.<\/span><\/p>\n<figure id=\"attachment_22650\" aria-describedby=\"caption-attachment-22650\" style=\"width: 1920px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-22650\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI.png\" alt=\"Sales KPI dashboard example from EngageBay\" width=\"1920\" height=\"937\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-300x146.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-1024x500.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-768x375.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-1536x750.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><figcaption id=\"caption-attachment-22650\" class=\"wp-caption-text\"><em>Sales KPI dashboard example from EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">You can perform similar assessments for other parameters such as customer retention, revenue generation, and so on. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will also help you understand whether the CRM software has helped meet your company\u2019s objectives and improved its customer satisfaction.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\">Read also:&nbsp;What Are CRM Systems? (A Definitive Guide)<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_Long_Does_the_CRM_Implementation_Process_Take\"><\/span><span style=\"color: #339966;\"><b>How Long Does the CRM Implementation Process Take?<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">CRM implementation is typically a long process, lasting <strong>roughly one to three months<\/strong>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, the time period largely depends upon the size of the organization and the number of employees expected to use it.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Factors such as data migration, system testing, quality checks, integration, training, and onboarding determine the time taken to successfully implement any CRM platform.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For small businesses, the time taken to implement CRM is less compared to a larger organization, where several departments (and hundreds of employees) are expected to use the CRM tool.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wrap_Up\"><\/span><span style=\"color: #339966;\"><b>Wrap Up<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Does it all seem too much? It doesn\u2019t have to be.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you are a small business owner or still getting the hang of CRM tools, you should <\/span><a href=\"https:\/\/www.engagebay.com\/\"><span style=\"font-weight: 400;\">consider implementing EngageBay CRM<\/span><\/a><span style=\"font-weight: 400;\">.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To begin with, its <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM platform<\/a> is affordably priced and has a forever-free plan. What makes it a popular choice is its wide range of functionalities that you can easily add once you start to grow.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In its free plan, you get features like 360-degree customer view, appointment scheduling, email broadcasters, lead grabbers, helpdesk, and so much more. For advanced functionalities, you can easily upgrade to its paid plans and get access to <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a>, workflow management, and more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most importantly, its paid plan offers free onboarding, migration, and implementation training. That means you don&#8217;t have to worry about paying extra to teach your employees how to use this CRM system.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All in all, EngageBay has a super easy implementation process, designed with beginners in mind. In fact, if you look for <a href=\"https:\/\/www.capterra.com\/p\/178819\/EngageBay-Marketing\/reviews\/\">EngageBay reviews<\/a>, you&#8217;ll find this common thread:<img decoding=\"async\" class=\"alignnone size-full wp-image-24548\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825.png\" alt=\"EngageBay review on G2\" width=\"1920\" height=\"768\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-300x120.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-1024x410.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-768x307.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-1536x614.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/span><\/p>\n<p><a href=\"https:\/\/meetings.engagebay.com\/book-demo\"><span style=\"font-weight: 400;\">Get your free demo today<\/span><\/a><span style=\"font-weight: 400;\"> and have all your concerns about CRM implementation answered by our customer support representative.&nbsp;<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_6268678992035840' data-id='6268678992035840'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Studies have shown that for every dollar spent, the average ROI on CRM was $30.48 in 2021. 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