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How to be Successful with CRM

Organizations rarely go it alone with implementing a successful Customer Relationship Management strategy and its supporting strategy. There's so much to consider: business strategies, people issues, technology, operational processes, change management issues, and more.

A core tenet of CRM is customer centricity and having this instilled in our business culture leads to success. Also getting the right mix of people, process and technology leads to long term success. Our 18 requirements for success highlights lessons learned and how to obtain Success with CRM.

We work closely with my clients early on in the discovery and diagnosis as we collaboratively design the solution specific to their business.  

Ask yourself:

    • Who's been involved. Have you involved others and received input from actual end users, managers, sales force, customer service representatives, your distributors?
    • What was the customer experience the last time they interacted with your company? 
    • Do you need to discover more of what is possible?
    • Have you considered the tangible and intangible benefits that can be derived from implementing a CRM Initiative?
    • What are your desired objectives, outcomes and expectations?
    • Is your business culture customer- centric and has the value to the customer been defined?
    • Are you ready for CRM?
    • Are your people adaptable and willing to change?
    • Are the 18 requirements to a successful CRM system been met?
    • Do you have defined processes that need to be reviewed and revised? Don't automate the cow path!
    • Have you performed a business needs analysis? 
    • Have you considered all the ‘touches” your staff and the various departments have with a prospect or customer?
    • Know the characteristics of a really well-used CRM system.

       Discover more about:

       Results Gained from CRM....

       Business Success with CRM

       Social Media for Business Growth in Today's Networked world

       Other topics can be found from our Business Success with CRM blog...

Next Forward Step Options:


Hear what our client have to say about the value we provide.....

Specific Solutions with links to full evaluations:

   ACT! contact and customer management

   Infor CRM  (formally SalesLogix) for Windows desktop, Web and Mobile device access, all in one CRM.

Obtaining End-User Engagement and CRM adoption

Click on image for more about the 15 actions to achieve better CRM user engagement and adoption.... 


More found at blog CRM User Adoption