Keeping a computer sharp requires periodic defragging. But if your hard drive is littered with junk files, defragging isn’t very efficient. You’ll end up gaining less free space than if you’d cleaned out those files first.
Cleaning out a closet works the same way. If you don’t weed out what you never use and you don’t come up with a better storage system, why bother?
The same is true when you adopt a CRM system. Transferring old, inconsistent data will only automate chaos. Plopping your new system on top of broken business processes and expecting success is even more futile. To eliminate chaos rather than automate it requires three steps to successful implementation:
1. Step back and take a good 360-degree view of your own business first. Look at all departments – customer service, marketing, sales – to assess what’s working and what needs work. You want to ensure that your customers experience your business as you intend it to be experienced. Is each departmental goal aligned with your unique selling proposition?
2. Based on what you see in step one, take the time to develop a customer relationship and management strategy. It should drive your software choices and implementation, not the other way around. Without this to guide you, the chaos will just creep back in.
3. To execute your strategy as quickly and easily as possible, begin by choosing software that is as functional straight out of the box as you can find. Nothing will be a perfect fit, but come as close you can. With that starting point, you can then customize it. Also make sure that the CRM database can be expanded to your specific business needs and adaptable to future business development trends like social media.
More about the full 18 requirements for business success with CRM....
Steps for making your business work smarter...