Continued from page 1
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.