Set clear goals
Agree what the CRM must improve, such as pipeline visibility or response times.
CRM
CRM implementation guide
A step-by-step guide to implementing a CRM system, from planning to adoption.
Why CRM projects succeed or stall
A CRM only works if people use it. Most projects that stall do so because of unclear goals, messy data or too little training, not because of the software itself.
The steps below apply whichever CRM you choose, from Microsoft Dynamics 365 to other platforms.
The CRM implementation process
Six stages most successful projects follow.
Map your processes
Document how leads, deals and service cases move today.
Clean and migrate data
Remove duplicates and agree which records to bring across.
Configure
Set up fields, stages, views and automations around your processes.
Train users
Role-based training so each team knows what matters to them.
Measure adoption
Track usage and refine after go-live.
Useful next reads
Try Business Central in an environment built around your business
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Tell us about your business
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We configure your trial
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
You're up and running in days
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Enquiry form
Get in touch
Tell us about your sales and service processes, and we'll outline a CRM implementation plan.
FAQ
Frequently asked questions
A straightforward sales CRM can be live in a few weeks. Projects covering sales, service and marketing with integrations typically take two to four months.
Low user adoption. Involving users early, keeping the system simple and training well are the best defences.
Usually not. Bring across active customers, open opportunities and recent history, and archive the rest.
A senior sponsor plus a day-to-day owner from the sales or service team, supported by your implementation partner.