Successful CRM: Beyond The Software & Features
People, Process, AND Technology
That means that even if your salespeople prefer to use spreadsheets and want to continue doing it the old way, they must break the habit and use the CRM system.
Bottom Line: CRM cannot succeed without end-user acceptance (including management) and continuous use.
It takes careful planning for any process to be meaningful, so a strategy based on long-term goals is essential. What information are you going to include in the CRM system? Which reports are critical (open quotes, lost sales, etc.) and how will you interpret the data? What criteria for action will you establish and what form will those actions take?
Standardizing processes and leveraging your CRM data not only ensures consistency, it also helps to maximize the lifetime value of your customer relationships.
Putting it all Together
Whether you've considered implementing CRM at your company or already using CRM software, be sure to contact us about getting the most out of your customer relationships.