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How to Set Up A Customer Relationship Management Tool?

Feasible Feats

October 9, 2023

Customer Relationship Management (CRM) is a process that helps businesses manage their interactions with customers. CRM software can help businesses track customer interactions, manage leads, and nurture relationships with customers.

With a variety of CRMs available in the market, choosing the right one requires a well-defined evaluation criteria. Once selected, implementing and tailoring the CRM Integration to your specific needs is the next crucial step. CRMs are designed in a flexible way with an open source that they can be easily modified.

To Set Up a CRM for Custom Relationship Management, You Can Follow these Steps:

Step 1: Understand Your Customers and their Buying Behavior

Before diving into the world of CRMs, it’s essential to understand the behavior of your customers. Consider factors like price, features, usability, knowledge, motivating factors to purchase etc. This step ensures that the CRM you choose meets the needs of your customers and your business.

Step 2: List Down all the Key Points in Your Sales Process

Outline the key steps in your process, crucial for moving from one stage to the next. This will help you to identify the stages of the sale process and the fields that you need to create in your CRM software.

Step 3: Identify the Stages of the Sale Process

This will help you to map the customer journey and identify the stages that customers go through before closing a deal. This could include discovery calls, demos, sending proposals, negotiations, and finally, a closed deal. Ensure these stages are integrated into your CRM to track your pipeline.

Step 4: Set Up “Rules of Engagement”

This includes things like the deal name format, the process for adding notes to deals, and the introductory call and email outreach process. These rules convert CRM data into actionable insights, facilitating informed decision-making.

Step 5: Set Up Reporting

This will help you to transform CRM data into useful information that you can use to make informed decisions. Define what information you need, how frequently, and who needs access. Proper reporting is instrumental in driving business decisions.

Step 6: Set Up Workflows

Workflows can help to automate repetitive tasks and make your organization more productive. Develop sequences like automated emails triggered by website interactions, task assignments for sales reps, and follow-ups. This streamlines your sales process and reduces manual workload.

Step 7: Set Up Dashboards

Dashboards provide a visual way to see the performance of your CRM system and identify areas where you can improve. Track key indicators like deals won this month versus last month and new deals added to the sales pipeline.


Setting up a CRM system tailored to your business needs is a strategic move towards optimizing customer relationships and driving sales. By following these comprehensive steps, you are well on your way to creating a CRM infrastructure that empowers your business for success. Take the time to evaluate, implement, and customize, and watch your CRM become a powerful tool in your business’s success.

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