5 important steps when rolling out Atlas CRM

It is important to have a game plan when you start implementing a new CRM system. First of all, you need a project manager who keeps track of the progress and makes sure the goals are met. You need to appoint a “super user” who knows all the details and who can help colleagues in case they have questions or face problems. Furthermore, you want to make sure everyone is on the same page while choosing the new CRM system. Show how to work with new CRM system and tell your colleagues about all the benefits! You can create internal guidelines and organize a training day.

Besides appointing the right people and boost the adoption of your new CRM system, it is important to know how to prepare your CRM system for usage! In this blog we go through 5 important steps when implementing Atlas CRM.

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1: Import your current customer data into Atlas CRM

Customers are the core of Atlas CRM. Therefore, we have created the option to import companies and contact information into Atlas CRM by uploading a CSV file. Read the Atlas CRM Cloud or Server and Data Center documentation for more information about uploading your customer information.

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2: Manage your customers and link customers to Jira issues

Great! You have uploaded everything into Atlas CRM and you have access to all kinds of information such as contact information, social media information and addresses. But it can also contain information that’s more specific to your business. For example notes about a customer and the products they are using.

You can now link companies and contacts to an issue. Linking issues will allow you to access customer information more easily and you can immediately view the work you have done for a customer.

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3: Link Confluence pages (Cloud Only)

You can link Confluence pages to Atlas CRM and make sure you and your colleagues can easily find content that is related to your customer. You can store and link for example meeting notes, contracts and invoices.

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4: Link issues to a sale

You can plan and manage all the work that needs to be done to win a sale by linking issues. You can delegate work by assigning issues to a colleague.

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5: Set up your sales funnel

After you have imported all your sales information you can keep track of your sales in the sales funnel. You can adjust the sales funnel to your workflow so you can use it to keep track of all your sales processes.

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