The next critical aspect of your Social CRM project will be to ensure that it is introduced into your company in an orderly and effective manner. Dropping it in the collective laps of your team and saying "Here you go. Have at it!" is a guaranteed recipe for failure. The following is a 10-step program to successfully implement your new small business SCRM. It is also important at this time to have identified your system administrator, who will be instrumental in getting your system off the ground, training your users, and managing your day-to-day system maintenance and upgrades.
Determine whether or not you will need professional assistance in one or more of the following phases.
Create a system rollout plan.
Define your processes (how things work in your small business, or should work, as it pertains to sales, marketing, and customer support) and develop your plans for training.
Create the needed custom fields in your SCRM.
Create user accounts and establish permissions...