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The CRM Revolution: How to Set up a CRM and 7 Best Practices for CRM Setup

Feasible Feats

October 16, 2023

CRM implementation and CRM setup – these two phrases are used interchangeably. But, the meaning does not echo with each other. CRM implementation is just like building a new house; on the other hand, CRM setup is the process of furnishing your house to make it your living place. When these two things go hand-in-hand, your business can certainly experience growth, and improvement in sales and marketing, and can achieve its goals of serving customers and fulfilling their expectations and demands affirmatively. 

To maximise the benefits of CRM configuration, it’s crucial to hire a skilled CRM consultant.  The consultant guides you in every process of CRM software configuration and makes you understand how to use CRM system software features designed and tailored to your business goals. 

7-Step CRM Set-Up Process – Look at Each Step

So, let’s not make any fuss, but dive deep into the CRM software setup journey right here. We will  discuss a 6-step process on how to set up a CRM software system for a business. 

To set up a CRM for custom relationship management, you can follow these steps:

Step 1: Understand your customers and their buying behaviour

Before diving into the world of CRMs, it’s essential to understand the behaviour 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 system. 

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: Setup workflows

Workflows can help to automate repetitive tasks and make your organisation 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.


The journey of CRM setup will no longer be a daunting task when you hire Feasible Feats, one of the best CRM configuration services for this job. You will get the most powerful tool personalised to your business and reap the maximum out of it.

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