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Buy-In: In order to understand how system will function, it’s critical to put together a company “task force”. This group should consist of employee’s that will be using CRM on a daily basis in order to put together a list of requirements. Make them feel apart of process so they will welcome change once CRM is put into place and be excited to use it.
Training: Proper training on effectively using CRM is crucial to your success.
Consistency: Honoring and respecting CRM is key. The more information you put into CRM, better your reporting will be.
Accountability Enforce policy by making users accountable for quantitative results they produce. Let them know that performance will be measured by informational reports that come out of CRM, such as whether people are hitting quotas, setting realistic projections, or addressing customer support issues in a timely manner.
Achieve break through performance to common barriers of cross-communication in your organization. Cost effectively measure and control most important asset every business owner must understand: your customers. After all, if you are not effectively measuring weak areas, you will not have critical information you need to improve and control.
Anthony Licate is the President of Spidernet Technical Consulting, LLC, a computer consulting company located outside Philadelphia, PA (www.spidernetconsulting.com). If you have further questions regarding whether a CRM is right for your company, feel free to email him at: aj@spidernetconsulting.com or call: 215.508.1036.