Arnau Giro
CRM Implementation

CRM Implementation

Nubelo

The implementation focused on transitioning from basic CRM tools to enterprise solutions. Scaling processes and implementing the right CRM becomes crucial during hypergrowth stages.

Key considerations:

  • Research providers thoroughly regarding functionality, pricing, reviews, and success stories
  • Evaluate current capabilities, marketplace extensions, and future tool integrations
  • Invest significant time in project planning
  • Don't compromise on development partner quality

The project involved building a CRM system for 50+ salespeople across 2 continents and 6 countries.

Key learnings:

  1. Map existing processes completely, even chaotic ones that seem illogical
  2. Define clear implementation phases rather than addressing all edge cases upfront
  3. Collaborate with Sales from day one for feedback and sign-off
  4. Treat launch like a product release with phased rollout
CRM Implementation - 1