Managing International Field CRM Implementation

September 13, 2022

In today’s globalized environment, there is hardly any customer who would want to restrict the search for CRM solution provider to a specific geography especially in their own country of operations. There is of course a comfort factor when you know that you can physically meet the vendor you are dealing with, but that factor gets neutralized by the numerous advantages you may get when you expand your search globally.

Advantages of Expanding Your Search Globally For CRM Software

More Options Available

When a company expands their search globally, they have access to more options when selecting an IT solution provider. This benefits companies by giving them more bargaining power in regards to requirements, timelines, and pricing. A broader search allows companies to choose a provider that has the ideal product offerings to meet their specific needs better.

Robust Solutions Available

Companies are not limited to solutions present only in their country of operation with a global search. Through an international search, companies are capable of finding scalable, reliable, and stable solutions that surpass local options. This means that organizations can better achieve their objectives.

Accessible Cost-effective Solutions

As more product start-ups create CRM solutions, companies can find much more cost-effective solutions, helping to reduce the associated costs.

Risks and Challenges in CRM Software

Even before a client finalizes a solution, she must have complete understanding of the product features and its offerings. Field CRM solutions are typically complicated enough to be explained thoroughly in a product brochure. So, it needs a number of meetings before a client is convinced that a specific solution will meet all her requirements.

A CRM solution is never a self-service software where a client can do the implementation herself just like any other task management or ticketing solution. It needs some serious implementation effort which eventually calls for lots of coordination between the client and the implementation team.

Master data management is key to success of any implementation including CRM. When you are dealing with the implementation team remotely there is chance of mistake or misunderstanding if the risk is not mitigated by the solution provider.

Explaining customization and integration requirements needs lots of coordination not just between client and vendor, but also with the third parties.

There is always a concern on the support to be provided by the vendor post implementation.

Approaches to Ensure a Successful International CRM Implementation

For a field CRM solution provider which is managing or aspiring to manage an international implementation, it is imperative to mitigate all the risks / challenges / concerns which will play in customer’s mind. Based on our experience of managing numerous implementations across the globe over the years, here is a summary of approaches that one must follow in order to manager a successful international implementation. Also, as a customer, you should check whether the vendor you are opting for is following these approaches or not.

Product Features

The product must be robust enough to cater to any geography of the world. To ensure this, a CRM system provider must have certain essential features such as:

  • Configuration options to customize the solution as per the local sales process specific to a country
  • Support any language including non-roman scripts such as Arabic or Mandarin
  • Ability to send text alerts to any country depending on configurable country codes
  • Adherence to country specific compliances such as no GPS tagging in some countries

On-boarding a New Client

The solution provider must have some sort of local presence either through a renowned partner or a reseller. That increases client confidence manifold before she decides on the solution to implement. Some of the obvious reasons are mentioned below:

  • If the partner / reseller is renowned in that geography, client can rely on the fact that they have already done a lot of due diligence before deciding to promote a specific solution
  • Client will have access to local SPOC who can explain the solution feature in more details and answer all the queries they might have
  • Client can sign-up agreement with the local partner in their preferred language, court of jurisdiction which will further boost up confidence

Implementation Approach

The CRM vendor must follow the below mentioned approaches to ensure a successful implementation remotely:

  • A dedicated international implementation team which is fluent in English (and preferably expertise in some other languages as well) and supports client specific time zone
  • Team consists of consultants who prior experience of global implementation and thorough knowledge of sales operations
  • Extensive use of web conferencing and video conferencing technologies to make better coordination
  • Local partners / resellers are also trained on regular basis so that they can help during implementation phase

Post-implementation Support

That’s a major concern for any client and vendor must follow below mentioned approaches to ensure a successful system usage ongoing basis:

  • Customer support catering to any time zone of the world
  • Chat Support from the app for end users to quickly connect with the support team
  • Large amount of web-based content in terms of training materials, FAQs, topic based ready reckoner for end users to find their queries online


Expanding your search for an IT solution provider globally has several benefits for a company. However, clients choosing a remote vendor face associated risks. Having a strategy that mitigates risk is critical for field CRM solution providers. Using the approaches highlighted above to manage an international implementation successfully ensures a client gets the best service. Before deciding on a vendor, it's vital to do your due diligence and ensure they are following these approaches. Successful international implementations require a comprehensive and collaborative approach towards mitigating risks, adapting to specific regional requirements, and ensuring continuity for the long-term.