Successful CRM Implementation

Below you’ll find an overview of our implementation guide to a successful CRM implementation. 

Step 1: Understand your goals.

Start by documenting what your construction company is trying to achieve. This can come in the form of a company vision, corporate goals & objectives, KPIs, etc. Once you are confident you understand your company goals, you’ll want to begin documenting what you need to accomplish those goals. For example, many companies will need to hire employees, invest into new processes and systems, and invest in new technology, like a CRM. 

Once you’ve determined what you need, you’ll document how each of those components will help you reach your goals. Start by asking yourself a few of these questions about your CRM:

  • How will a CRM help me reach my company goals?
  • What CRM features will make the largest impact on my company?
  • How many of my employees need to learn the CRM software?

Step 2: Communicate those answers to your team.

Now that you’ve documented your company goals and know how your CRM will help you achieve those goals, share this with the rest of your team. This process will help explain to the team why it’s such a necessary tool to learn. Additionally, this helps your team understand the impact a CRM can have on your company. 

Step 3: Begin attending CRM training.

You and your team will now begin training. It’s important to note that each employee will need a different amount of training to be effective. In other words, different departments will use different features. Based on the features, training can range from a few weeks to multiple months.

However, we do want to emphasize the importance of having a few different employees master the new CRM. It will take the most amount of time, but once they learn each feature of the software they’ll be effective at answering questions and helping other employees maximize their usage of the CRM software. 

Step 4: Document new internal processes and systems.

Even if your employees want to use the CRM and understand the value of it, it can still be hard changing how things have always been done. You’ll need to document new internal processes on how information is input, organized, and maintained. Additionally, you’ll need to document how this information will be reviewed. This review process will help your employees be accountable for learning the software. 

Additionally, by documenting your new internal processes, it’ll make it easier to train new employees when they are onboarded.

Step 5: Build customized CRM reports.

Now that your CRM houses so much of your company information, you can effectively begin utilizing custom CRM reports. These customized reports can give you the critical information you need to make proper business decisions or see the condition of your business. 

In addition, these reports can help you track CRM usage and understand which employees are using the software and which ones are not. Additionally, these reports can help you understand how effective your sales teams are and how close they are to reaching their goals. 

Step 6: Contact your CRM provider for support and customizations.

As your company continues to grow, so should your CRM. We highly recommend working with your CRM provider to grow and expand the software to meet the needs of your company. Technology providers love solving new problems and adding more features to their software. It’s a win-win for everyone. 

Interested in 
learning more?

If you have any questions about the Sage and TopBuilder integration, please schedule a one-on-one meeting with our support team to learn more. 




Additional Features For

Contractors & Home Builders


Email Marketing

Email Integrations

Newsletter Package

Proposal Software

Document Storage

Content Management

Bid Management

Lead Capturing Tools

Website Tracking

Online Sales Counselor

Job Resource Management

Quoting Software

Mobile CRM

App Marketplace