CRM system installation and implementation – what is the difference?

Published: 02.07.22CRM
CRM system installation and implementation

The terms “installation” and “implementation” are often used interchangeably when referring to setting up a CRM system. However, there is a significant difference between the two.

Installation refers to the technical process of installing the CRM system software and hardware components on the servers or computers. This process involves ensuring that the system is properly configured and that it meets the necessary technical requirements for the system to function correctly. The installation process typically involves the IT department or a technical consultant.

Implementation, on the other hand, is a broader term that refers to the entire process of deploying and customizing the CRM system to meet the specific needs of the business. Implementation involves various stages such as defining business requirements, configuring the system, integrating it with other systems, data migration, user training, and testing.

The implementation process typically involves collaboration between the business users, the CRM vendor or consultant, and the IT department. The goal of the implementation process is to ensure that the CRM system is set up in a way that meets the business needs and maximizes its potential to improve customer engagement, sales, and overall business performance.

In summary, while installation refers to the technical process of setting up the CRM system, implementation involves a broader range of activities aimed at customizing the system to meet the specific business needs. Both processes are critical to the success of the CRM system, and it’s essential to work with a reputable vendor or consultant to ensure a smooth and effective installation and implementation.

Follow us on Facebook and check our CRM system.

Author Avatar Rafał Namieciński

Chief Executive Officer. Sets the direction of Firmao's development. Under his leadership, Firmao CRM has become one of the leading CRM systems in Poland. On the blog, he shares thoughts on the latest CRM industry trends, offers tips on implementing and using CRM systems.

Don't forget to share this article!

Related articles

Run your business successfully with Firmao