If you’ve tried to implement CRM and it’s fallen flat, or you’ve put it off because you’re not sure how to make it work for your company, this presentation is for you.
Justin Lanigan, Managing Director of LavaBox, covers the end-to-end CRM evaluation and project delivery process. It’s designed for sales, service and IT managers and business leaders 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.