7 Keys to Success with CRM – Process Ties People Together


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Tie People and Processes Together with CRM

Once you have taken into account all the people and their needs, you need to have processes that successfully tie them together. Effective CRM processes link your people with the people who are your customers. Your CRM consultants can help identify the process that will do the best job of forging those links, strengthening them and preventing or repairing breaks in the chain of connections.

Software is not the process. It’s a tool to implement your CRM system. Process comes before software. A business can have a CRM process without any software at all. Those Sumerian merchants had only stylus and clay tablets, but they knew their customers. They tracked the transactions they had with their customers and adapted to better serve their customer needs.

CRM consultants can look at your current processes and suggest ways to improve them or adapt them. They can identify duplications and inefficiencies. And they can identify potential points of information capture that can be used to improve your business’s customer management.

“Processes” for Improvement in Effectiveness and Efficiencies

Reorganizing business process efficiencies and bolstering revenue are good drivers for a CRM strategy. Do you have a process in place? Many companies need help putting processes in place that ask the questions needed to grow the business. Who are our best customers? Do we have a way to identify which sales people are successful and which ones need help?

Groups of processes can be tied together to create useful systems. There needs to be a customer acquisition and attraction process. There needs to be a process for qualifying a lead and then a process for converting that lead into a customer. Following up, there needs to be a process of nurturing prospects clear through the customer life cycle. And there needs to be a process for sales opportunities and matching up with the prospect’s buying process.

Success With CRM tries to look at “the day in the life of a sale rep.” What are they trying to accomplish? Those who are good at CRM are using it every day for everything they do.

Sometimes the process of identifying the elements of the system can help the sales staff digest the system and see where they fit into the puzzle. Staff may have been performing actions without realizing where they are in the system.

Sales effectiveness can be enhanced by streamlining and standardizing sales methods. You can create a common selling process that capitalizes on best practices within the sales force. You can enable your mobile sales force to have access anywhere and anytime to useful customer information – and share what they learn with the entire company as well. It’s especially important once your business has grown so large that everybody can’t have a personal relationship. An office with six people in it can handle many things informally and with a certain amount of individuality. A department with 40 or 60 people has to have a system in place.

Marketing effectiveness can be improved by a CRM process that automatically routes hot leads to sales persons for action. Your system can nurture leads, avoid duplication and identify potential follow-ups. Your CRM system can help you track the effectiveness of your marketing efforts and hone the precision of your targeting while identifying less productive approaches that should be abandoned or played down. It can aid in qualifying your leads to maximize the success of your sales team and prevent them from wasting effort on poor prospects.

An effective CRM system will improve customer support by identifying trends in calls, find defects and empower customers to get fast and responsive support. This will build customer loyalty and satisfaction.

An effective CRM implementation will integrate with your business’s Information technology processes. This leverages the potential for increased productivity from your IT tools. A good CRM solution keeps in mind the need for security that protects confidential customer information and company intellectual property.

Your business has processes. Understanding those processes will result in improvements that can automate those employee activities that cost the company valuable time and money and get in the way of employees paying attention to the customer.

A CRM system can help your business integrate sales and marketing and deploy each to support the other. If you’re good at marketing, half your sales work is done. And your sales can build marketing awareness. Formalizing with a CRM system can create consistency in how sales are handled which can make things more clear for both customers and sales people.

7 Keys to Success with CRM

Here at Success with CRM Consulting, Inc., we know our customer relationship management well and have successfully implemented Saleslogix in several types of client businesses. Read our ebook to learn:

  • What CRM can do for you
  • How and where to get the right professional help
  • The things you need to know before choosing a CRM tool
  • How to tailor the process solution to your needs
  • How to tie everything together – the people and the technology – to make CRM successful for you and your business


We like to say that a successful CRM Implementation is not a destination, it’s a journey. Read our ebook to find out more.

Republished with author's permission from original post.

Dick Wooden
CRM specialist to help you get the answers you need with sales, service, and marketing CRM software. I help mid-sized businesses select, implement and optimize CRM so that it works the way their business needs to work. My firm is focused on client success with remarkable customer experience, effective marketing and profitable sales using CRM strategy and tools.


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