There is a lot of content out there that addresses CRM software. There is very little that walks you through the end-to-end CRM evaluation, implementation and iteration process. That's what we've addressed with this guide.
It's designed for business owners and senior managers who want to see CRM delivering for their organisation but need a clear way forward.
It's easy for a CRM to become an expensive cloud-rolodex. CRM systems only deliver on their transformational potential when everyone from CEO to the sales floor are actually using the system in the right way. Below are the keys to getting everyone on the CRM bus from the outset:
You need a document signed. Maybe it's a contract. A disclosure statement. It could be anything. You attach it to an email and send it to your client. Your client prints it out and completes it. They sign it, scan it, attach it to an email and send it back. You print it and give it to your admin team. They double enter the data back into your system and file it. What a horrendous waste of time.