Failing to Plan is Planning to Fail…Tips for CRM Success

by | Jan 27, 2014

CRM DNAA lot of companies are “WOWed” by all the bells and whistles good CRM software offers their business. It is truly amazing what a well-designed and easy to implement sales CRM package can do for launching spectacular success. You can expect increased sales, happier customers and more peace in the workplace when everything is done correctly.


However, many companies never come close to realizing the potential of their CRM software. The reason for their failure is not the software’s failing. The reason is way too often a result of company decision makers never really planning what they want to get from a powerful CRM that has the potential to transform their business.


Here are a few tips for planning ahead of time. If you use these 3 simple tips you can expect to maximize the potential of your CRM.


Tip #1 – Establish Sales Benchmarks


Is your company’s primary focus of customer relationship management to monitor sales activities? If so, you may have a tough battle on your hands from the sales department. Think about ways your sales team can benefit from the vast information gathered in the database.


Take time to meet with your best sales performers to find out the tools they need to make their job easier. Chances are…your online CRM can be set up to give them those critical tools for success. When you sell the system to your sales staff, the monitoring of their activity becomes more of a huge beneficial byproduct of implementation.


Tip #2 List Priorities


Make a list of all the things in your company that can be automated. Chances are, the CRM software, coupled with an email delivery system can take care of many of those priorities. Here are a few examples:


Automate email marketing

• Integrate diverse marketing efforts like social media and lead generation into one system

• Keep all team members aware of data relating to any given customer or prospect

• Generate accurate sales forecasts that enhance the ability for funding your future


The biggest problem with customer relationship management solutions is the fact that they can do so many things. When a company gets lost in the multitude of possibilities, the chances for success are greatly diminished.


Tip #3 Take it One Step at a Time


If you have failed to fully take advantage of your CRM software, don’t feel bad. Analyze your situation and determine if you need an upgraded system to accomplish your goals. Once you have a powerful system, use these three tips to implement your road to success.


If you want to be better than “average” in today’s marketplace, digital tools like a good customer relationship management software and email delivery system are essential. In fact, it could be said that your very survival depends on the increased implementation of digital tools like these. It won’t happen overnight and it will take a little planning and determination. Rest assured, when everything is working…you will never want to go back to the way things are now.