CRM Success Comes One Step at a Time


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If you’ve been sedentary for years, you won’t immediately lose 20 pounds and finish a marathon the first time you put on your brand new running shoes. We all understand that can’t happen. You have to start with a quick, doable goal like walking one mile.

Likewise, when you’re heading into the roll-out of a new CRM system, set up success by planning to phase it in. Pick one specific objective out of your complete CRM strategy and focus first on how to achieve a quick win on that. Who can be your champion for that first phase? Seeing and experiencing meaningful results will help get momentum started and increase end-user buy-in. From there you can build toward complete system adoption, step by step.

Wise business leaders also recognize that CRM is not a one-time investment. As you grow you might need to add users, and as you set new business goals your software functionality could very well need to be amped up. Think of business developement with a CRM system as a ‘program’, like the USA ‘Space Program”. It will have may different projects over its lifetime of your business growth. Of course just like a runner can run farther with better shoes, you’ll also experience greater benefits.

Empower CRM success – Start and finish strong.

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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