Know Everything about Cloud-Based CRM: Top 5 Practices for Implementation

Cloud Based CRM

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In this capitalist world, everyone wants a smooth lifestyle. In order to live that life, we make sure that the brands and businesses we deal with make it possible for us. If we are not satisfied with it, we reach out to them and get it done. And brands are banking on this opportunity by going another mile, making their client’s brand experience as smooth and simple as possible. And they all have CRM software to keep things in check and organized at large. Whether you are running a business in the USA or anywhere around the world, CRM tool is the need of the minute for businesses involved in any sector.

What is CRM?

CRM is not just about managing a brand’s relationship with its loyal and potential client base, it is also about building your credibility using fair and reasonable business practices that streamline your line of work altogether. And customer relationship management (CRM) tool makes that job more efficient, saving you time and energy. Then comes the Cloud-Based CRM software in the picture, which is usually hosted on the cloud rather than being installed on a local server or computer. Along with the software, all your data is stored on servers, mostly third-party providers.

Some of the biggest advantages of CRM software are:

  • Global Access: The end-user can access the CRM system from anywhere in the world on their personal device, be it a smartphone, tablet, laptop, or PC. All you need is strong internet connectivity and you are all set with your remote access.
  • Efficient Collaboration: Irrespective of your physical location, you cannot just access but also collaborate with other teammates and departments throughout your organization. Everyone can access and update information in real time while staying updated with the ongoing changes.
  • Database Optimization: An ideal CRM software or tool must be able to modify its operation as per the changing scenario of your success in the industry, and cater to your changing business needs. In other words, scalability is essential for the software so it can adapt to your growing needs.
  • Cost Efficient: With the cloud-based CRM system, you do not need to invest in any hardware or physical infrastructure. Hence, these systems operate on a subscription or pay-as-you-go model, where you have to pay a certain amount to the third-party CRM service providers for the services you avail.
  • Data Security: Reliable CRM providers make sure to implement such security measures that are robust, making the most of data encryption, authentication, automated backup, and authorization. All these features are meant to keep sensitive customer data, safe and risk-free.

The CRM systems are used by businesses and brands of the modern day to manage their customer interactions and track prospective leads as well as sales opportunities, with the aim to give an overall satisfactory experience to the end customer.

Best Practices for CRM Implementation

1. Conduct In-Depth Research

You need to do your research and assess which CRM tool will be able to resolve your organizational problems. Just see if you need it to be scalable, secure, integrate with the existing system, user-friendly, and what else. Whatever feature it offers has to align with your business requirements and keep your operation and process, up & running, efficiently.

2. Data Security and Safety

Whenever any software has to be used, its security measures have to be considered for the business in the long run. You can also implement additional measures as per the requirements of your business. Whether you go with an off-the-shelf solution or a customized one, always prioritize your data security which should be aligned with the relevant industry regulations and legal standards.

3. Migration of Data

First of all, you have to draft a data migration strategy where the main intent will be to ensure that your existing data is not compromised in the transition process. You need to ensure data quality, get rid of duplicates, and then set up a process for ongoing data management. It will simplify your transition process to the new cloud-based CRM system.

4. Customize and Configure

Whatever business processes of yours need to be streamlined, can be resolved with the help of a customized CRM system that caters to all. To go ahead with this, you need to configure your workflows and work modules so that they fit well with your organizational operations and processes. Make sure not to go overboard with the customization as you need to keep the system user-friendly.

5. Core Stakeholders Matter

In the very initial stage of your CRM implementation, you need to involve the major stakeholders from various departments of your organization. It may include but is not limited to the direct end-users, departmental managers, IT staff members, etc. whose diverse perspectives are considered during the implementation phase because it is they who have to use the system at the end of the day. 


Cloud is the place to be for the modern-day business and CRM is the modern-day solution for the same. Whether it’s Salesforce CRM or any other tailored solution from a digital transformation company in USA, like SkyTrust, make sure you choose wisely. 

Let’s join forces for a transformed tomorrow!

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