To launch and implement a successful contact management system, whether your business has 5 end users or 50 users, you should have a “best practices” strategy. Each business faces specific challenges when they choose to acquire a Contact Management/CRM software application. The application, by itself, is not a solution. There is NO “off-the-shelf-solution”. The 5 main reasons why most contact management systems don’t work as effectively as they should:
- There aren’t any written rules governing data input, data output and system utilization;
- End users are not trained sufficiently and effectively;
- The company database is difficult to access and update be onsite, remote and mobile users;
- The database does not contain current, valuable, specific client/prospect information that supports the marketing, sales and service processes; and
- Salespeople are not motivated?
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