5 Things to keep in mind during SuiteCRM Implementation


With CRM as an industry closing in on 30 years, it’s no longer a daledalin task to implement, customize and integrate them. However, that also doesn’t mean you can go in all guns blazing and hope to get it right. Despite how simple and easy it may sound, there are still a number of things you need to look out for to ensure proper SuiteCRM implementation for your organization. Just like the case with picking the right CRM, lack of due diligence here can also compromise your business in the future.

Read on for 5 things to keep in mind during a SuiteCRM Implementation.

Third-Party Assistance

Don’t go cheap when it comes to SuiteCRM implementation. Those little extra dollars you saved aren’t worth the extensive damage control that comes with substandard implementation. SuiteCRM is a complex software and requires experienced professionals for proper handling and management. If you want your SuiteCRM implementation to go smooth, always opt for a third party SuiteCRM implementation firm that can properly organize and impart the software for you.

RT Dynamic has extensive experience in the SuiteCRM industry and has completed numerous CRM integrations, implementations and customizations.

Take it one step at a time

Due to the complex nature of a CRM, bugs and data confusion is very common during SuiteCRM implementation. You also run the risk of finding yourself incapable of functioning after a swift one-step implementation. It’s advised to divide your organization and implement a CRM in stages, starting with the low priority assets. This gives your resources time to get used to a CRM and ensures all bugs and issues get fixed in real-time. Your sales, marketing, and service departments should be the last to migrate, by that time most of your organization should be familiar with CRM and you can all get back to business as usual.

Post-Implementation Support

However, implementation problems will continue. As with any software, the real problems show up once it’s live. Ensure that your organization is in contact with a firm that can provide support after SuiteCRM implementation. This will ensure that your people have something to fall back upon when faced with problems. It also monitors all CRM application to ensure a smooth and sustainable running to the platform.

Don’t Compromise on Training

Extensive hands-on training is the only way your organization will be able to maximize the functions of a CRM. There’s no point for a CRM if your team doesn’t know how to use it. Structure training with experienced CRM professionals to give your team insights and details about how to find their way around a CRM, for more ways to drive adoption, click here. This way you would have resources in the company trained in CRM who can teach new recruits in the future. Otherwise, you’ll find yourself going to an external firm time and time again.

Tailor it to your needs!

Don’t take the generic CRM platform and run with it. A CRM is meant for all types of industries and as such caters to basic needs that resonate with all of them. Take time out to cater the platform to your needs, add custom modules or fields, integrate third-party apps, and remove clutter that you don’t need. A generic CRM will capture every little detail about a customer, most of which will be of no use to you. E.g a healthcare agency will need to know about its customer health status, a supply management firm, on the other hand, will not. Knowing the needs of your business and synchronizing them with the content of your CRM will ensure you maximize the returns on your investment.

Key Takeaway!

Understanding the steps involved in your SuiteCRM implementation will ensure you don’t find yourself off guard if and when something goes amiss. Spend time monitoring the process and invite feedback, tweak the system as you see fit when it goes live and go into it with reasonable expectations. A CRM proves its worth in time, as does anything worthwhile.

RT Dynamic is a SuiteCRM official partner. Get in touch and let us help you choose the best SuiteCRM customizations and integrations for your business.

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