Road Map to CRM Success

by | Sep 7, 2017

Road Map to CRM Success

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Are you embarking on the road to CRM success?

If you’re like most companies implementing CRM software for the first time, you have more questions than answers when it comes to exactly how to set things up.

It’s challenging to know how to properly configure your CRM software until you’ve used it a bit to understand the capabilities to some extent.

If you’re company has used other CRM software previously, you may have a clear understanding of what matters most for your business.  Or you may have someone on the team that has prior CRM experience in another company.  If so, your path to CRM success may start with strategic planning of objectives for the CRM software and then move on to implementation.  Check out our Ideal CRM Implentation Plan here.

If it’s your first time to setup and implement a CRM system, you may feel paralized by your lack of experience.  In that case, it can be best to simply begin the process of loading all essential information into your new CRM system.  In the end, it will be difficult to judge the value of managing specific businesses processes with CRM by playing with an empty database.

Benefits of CRM Software

  • Access to customer information instantaneously.
  • Fast, efficient execution of marketing campaigns.
  • Visibility into lead flow, deal flow and status.
  • Improved customer service.
  • More effective sales management.
  • Increased security of information.

Road Map to CRM Success

  1. Load contactsRoad Map to CRM Success
    • Categorize if possible
  2. Organize Contacts
    • Assign to reps
    • Categorize
    • Add emails, address, etc.
    • Add industry specific info
    • Add marketing info
  3. Schedule and Complete Tasks
    • Follow Up Calls
    • Existing Client Calls
    • New Lead Prospecting Calls
  4. Add Notes, Documents, etc.
    • Meetings, calls, etc.
    • Proposals, contracts, specs, etc.
  5. Add Marketing collateral
    • Brochures
    • Specifications
    • Price Lists
  6. Create Email Templates
    • For follow up after 1st call, after sale/order, existing client check in, etc.
    • For new potential prospects
    • For New clients
  7. Add sales opportunities and sales history
    • Future sales opportunities
    • Past sales history
  8. Create dashboards
    • For sales reps to self manage
    • For marketing to track leads by source, campaign, etc.
    • For management – track pipeline of future business, track ROI on marketing

With this information loaded into your CRM software, opportunities to leverage this vast trove of information will literally appear organically.  Of course, you can also try applying the CRM software to certain business processes and begin to learn where the path of least resistance toward real business value lies.