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Business has a fierce and insidious enemy that if not identified and combated, will contort your company into an unrecognizable mess.

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I'm talking about those valuable people, relationships, and conversations that get lost, misrepresented, delayed or forgotten - never to be used again....

This domain knowledge about your prospects, customers, and strategic partnerships takes time to grow and develop.  A system and operational processes are missing.  Too many times important details of a conversation are not recorded and shared.  Maybe it was about a problem or challenge the other person mentioned and remains unresolved.  It may be competitive information that provides helpful insights. Or it may have been a new business opportunity referred to a sales person. Details get left off. Messages are incomplete. Big ideas and insights are forgotten.  The road to success is not a straight line.

 

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Downward spiral - Searching, triggers and process pains

If information does get recorded it is too hard to find later.  Searching across multiple silos of applications, databases and pieces of paper is a waste of time and resources. There is no way to find past conversations by date, person or category. There is no "system of record".

Once found the information is incomplete and sketchy. People give up or look elsewhere. The struggle is just not worth it.

 

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Lack of accurate information and protections of data can become a serious liability for your business, whether legal or operational.

Triggers for next actions are next to impossible to plan out so follow up failure occurs. Appointments are missed. If there is a next  conversation the other person becomes frustrated because they have to repeat their information all over again.  They think that if you cared about them and their issues, why didn't you record this.

Then the worst happens- the prospect goes elsewhere or the customer leaves.  Not only do prospects and customers drop off the radar, your best employees become frustrated and also leaves.

 

Quality of decisions suffer and so does.....

Without easily accessible and accurate domain knowledge and the intelligence management decisions are delayed or poor decisions made from sketchy information. Sales revenues and margin decreases. The downward spiral continues.

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 fierce and insidious enemy exists and you need to do something about it.


What can you do?

This domain knowledge about your prospects, customers, and strategic partnerships takes time to grow and develop. There needs to be an easily accessible CRM system that is readily available to capture the information and then be adaptable so that processes can be implemented to reduce or eliminate those pains mentioned above.

We can help combat the enemy  - those valuable people, relationships, and conversations that get lost, misrepresented, delayed or forgotten - never to be used again....

 

Easily view the comprehensive timeline of all account activity with bpm'online:

Account activity timeline-bpmonline CRM

 


 

Yes, there are lots of things to do, areas to discuss, problems to be solved to get a better vision realized.  Let us help you defeat your enemies.

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It can easily start with a friendly conversation.  Call Dick or Julie at 269 - 445-3001 or visit our contact page OR simply click here and  SCHEDULE A CALL

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Topics:   Managing Change and Transitions Success fundamentals CRM Executive Decision Business success with CRM

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