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Partner Corner

25 Posts authored by: Jennifer Karpus-Romain

Even though we live in a world that’s dominated by rapidly evolving technology, plenty of businesses are still very skeptical about every new advancement. For instance, old-school tactics are surprisingly common in sales. These “traditions” include paper contracts, siloed recordkeeping, and in-person only interactions.

Meanwhile, companies that embrace modern sales technology see results that would have been impossible when using traditional sales tools. As a result, the organizations that insist on sticking to the old methods are quickly becoming obsolete.

If your sales teams is having trouble keeping up with the times, you’re in luck.

Here are 11 technology resources that will help your company greatly improve at sales:

  1. Use Your CRM to Improve Sales Funnel Visibility

 Most sales organizations have poor visibility into their sales funnels. This method can make it difficult to know where any given prospect is in the sales process. While this problem is very significant, an even larger one is that it’s much harder to identify bottlenecks that impact the entire sales process. By tracking the customer’s progress, a well-designed CRM can dramatically improve the overall visibility into your sales funnel.

  1. Level Up Your Team with Virtual Learning

The success of every professional is contingent on continuing education, and this fact is even more applicable to sales professionals. We’re living in a golden age of online classes, workshops, and webinars, and your organization has every reason to take advantage of it. If your team members need a little help with their cold-calling techniques or want to improve their closing rates, why not provide them with access to today’s best virtual learning tools? It’s certainly cheaper than a sales seminar, that’s for sure.

  1. Switch to the Cloud

When it comes to their customer and prospect data, sales teams can be pretty territorial. The idea of sharing that data makes them feel uneasy, as does uploading every detail to a shared platform (where it can be sliced, diced, analyzed, and reported on). But the benefits of a cloud-based approach include collaboration, real-time insights, mobile access, and other integrations. These advancements actually make sales faster and easier, and result in better prospect interactions and more closed deals.

  1. Invest in Data-Driven Insights

By the time most sales reps—or even most sales managers—notice a new customer trend, it’s usually too late to proactively respond to it. But when all sales data is available to be analyzed with the right tools, these trends can often be spotted early. This tactic allows looming catastrophes to be averted, and undiscovered opportunities to be exploited.

  1. Embrace Collaboration

The best people in your sales organization may never have the opportunity to be in the same room—or even the same country—at the same time. But by using collaborative tools, you can create a true brain trust of talented, capable people who can collaborate to accomplish tasks and tackle ideas that were once unthinkable. A well-designed CRM solution can allow your best people to tag-team problems, learn from each other, and improve results across the board.

  1. Lean into Video Conferencing

If you think video conferencing is just for remote workers, think again. By using tools like Slack, Skype and FaceTime, you can fundamentally change your business for the better. Instead of investing thousands of dollars in cross-country and international sales meetings, you can virtually build face-to-face relationships. Your teams can also be anywhere, meet any time, and instantly share documents and resources. Better yet, reps with colds can keep their germs at home, but still contribute to sales meetings.

  1. Refine Your CRM

Most companies treat their CRM implementations as a “one and done” kind of thing. They never take the opportunity to further refine their workflows and processes. However, even the best CRM solutions can benefit from the occasional tune-up. For example, a small annual investment in streamlining the user experience can result in serious ROI improvements, and it steadily decreases the costs for training new hires on an easier-to-master CRM.

 

  1. Adopt Mobile Sales Skills Tools

It’s hard to overstate the impact of the iPad in closing face-to-face sales deals. Today’s reps don’t need to dig around in a briefcase for the right contracts, then laboriously fill in the same details across multiple copies. Today’s field reps have everything they need to close the sale, right at their fingertips. The forms self-populate with customer data, and handy prompts show the customer exactly where to sign. Payment can even happen on-the-spot, which makes it that much faster for the rep to get their commission payment. Everyone wins.

  1. Automate Your Follow-Up Messaging

How many sales have been lost because a rep didn’t promptly respond to an email? By automating your follow-up emails, you can do more than send out the occasional reminder to a would-be customer. You can personalize replies, track response rates, utilize A/B test language, and do countless other things that will ultimately result in improved sales.

  1. Improve Customer-Facing Technologies

If your company has an online customer portal, don’t overlook its potential as a tool for driving sales. By tracking user actions, you can glean valuable insights about their needs. For instance, you can find out which products they’re searching for, and which pieces of sales and marketing content they download. This tactic can create more opportunities to cross-sell and upsell, and it can also help you understand purchasing cycles and buying priorities.

  1. Create a New Center of Gravity with CRM Integrations

Your sales team’s entire workflow is centered around one or two key pieces of software. For instance, perhaps everyone uses a shared Excel spreadsheet, or heavily relies on Google Calendar to manage their meetings. These tools are the “center of gravity” for your company. In many cases, they’re being used for tasks they really weren’t designed to handle. But by integrating these programs into your CRM, you can access all their functionality and use the right tool for the job.

Learn More

Have more questions about the best technologies for improving sales at your company?Contact Intelestream for a free consultation.

A major part of any CRM implementation is migrating data. This process involves getting input from multiple departments, creating processes, and (of course) your data.

Since migration is so challenging, it can be easy to get overwhelmed. But don’t fret. You can tackle migration one step at a time.

You’ll be able to navigate your way through the successful migration of CRM data by sidestepping these common pitfalls:

Data Pulled from Multiple Sources

Before you migrate your data, you need to identify where your data lives. So check in with all customer-facing teams, and find out where they store their data. This data might be in a CRM system, Excel files, Google Drive, Desktop, Dropbox, emails, or an old-school file cabinet.

Once you find all the data, you need to determine which location has the most accurate information. If you try to cobble together data from multiple sources, it could be a difficult undertaking.

Consolidation is a major task, and it’s prone to user error. It is possible to successfully navigate migration via this route, but prepare yourself for complications and headaches. Instead, figure out which source is the most accurate, and go from there.

Additionally, don’t make the mistake of setting up the new system like the old one. Remember, you’re making a change for a reason.

CRM Data Migration

No Clean Data

One of the most important goals of CRM data migration is having clean data, which involves detecting and removing any corrupt or inaccurate records from your files. Remember, your CRM migration partner is not responsible for cleaning your data; you are.

To correctly clean your data, you need to have dedicated team members who understand the process and have enough time to complete the task. It’s not just about finding the most accurate data source and transferring it over to the new system.

For instance, some team members may have logged a secondary phone number in the email address field because there was no other place to put it in the old system. If you transfer that information as is, it will end up in the wrong data field, which could lead to more confusion for your team.

So you can save yourself trouble down the road by allocating the time to qualified team members. Then you can take things one step farther by normalizing your data, which will create easier user input, easier filtering with normalized values, and generate more meaningful reports.

Lacking a Point Person

Who’s overseeing your data migration? Who’s in charge of making decisions? Sometimes, it’s the same person. Other times, a point person presents information to the decision-maker. Either way, you need to have a true CRM project manager who focuses on migration. If the CRM data migration is delegated to an undedicated employee, your timeline will keep getting pushed back. Even worse, it may never get completed.

Look for a candidate with the following attributes:

  • A passion for meeting deadlines
  • Appreciation for the project
  • Good management skills (time and people)
  • An understanding of the new system
  • Knowledge about the goals of the new system

Misunderstanding Team Roles

Once you establish who your point person is, determine who else is involved in the migration process. The project manager will be working with designated stakeholders, such as sales members and members of the IT department.

Many project managers factor in every possible stakeholder, but this decision is a mistake because it weighs down the project too much. You need to put a process in place that determines who the decision-makers are, and how much of a say they have.

Not Sticking to a Timeline

While there may be small adjustments to your project timeline, too many companies get into the weeds during their CRM data migration. Instead, go through your process, migrate your data, and go from there. You can keep things moving if you set short- and long-term goals.

Looking for more information on CRM data migration? Download our white paper today!

When it comes to software, every business has a unique set of needs. In an attempt to create the perfect solution to those needs, most companies end up cobbling together a collection of products that includes a CRM, an ERP, a sales and marketing suite, and an email solution. While these individual pieces function just well enough to get the job done, the companies who use them don’t realize just how inefficient it can be to switch between these tools.

In the course of an average day, salespeople switch from their CRM to their email hundreds of times. Each time, they lose a few precious seconds of productivity while the software is loading and they’re reorienting themselves to a different layout. When you multiply these seconds by dozens of employees, those seconds quickly become hours (or even days) of needlessly lost time.

But when you connect your company’s most essential tools through software integration, you’re doing more than streamlining workflows. You’re saving your company serious amounts of money. So how do you fully integrate these tools to yield the greatest possible benefits for your business?

Make It Fit Your Needs

Combining your software should make things easier, not harder. Connecting two platforms isn’t that helpful if your ultimate result isn’t a simplified workflow. Ideally, you should integrate your software in a way that allows your team to share and update between both tools.

Any platform integration should start with a thorough examination of your company’s processes, and you should look for opportunities when integration makes the most sense. Once you know where the disconnects are, it becomes easier to identify the integrations that will provide the best results.

Streamline Your Processes

If you want to understand the least efficient parts of your company’s software setup, here’s the best place to start: Find the people who have to deal with that software every day. Then ask them about the most frustrating issues they encounter when using these platforms. Since they know exactly where the cracks and roadblocks are, get their feedback about how their workflows can be improved.

If the current workflow requires them to manually enter the same new customer information into two systems (for example, your ERP and CRM), they will be the first people to point out how inefficient this process is.

Get the Most from Both Platforms

When it comes to integrating your company’s most-used software, boosting worker efficiency isn’t the only benefit you’ll get from integrating your company’s most-used software. You can also improve your operations across the board, which provides your employees with new insights and tools. By removing the barriers between these various systems, your teams will have everything they need in one place.

One great example of this consolidation involves integrating a CRM solution (such as Sugar) with a sales-and-marketing platform like HubSpot). Need to see which types of marketing initiatives are resonating with a specific customer? If you simply select a HubSpot dashlet within Sugar, all of that vital marketing data is right at your fingertips.

In fact, we offer this exact integration here at Intelestream. It’s called HubSpot for Sugar®.

Conclusion

By utilizing software integration, you’re doing more than just improving the efficiency of your workflows. You’re changing the center of gravity for your business. You’re helping your teams succeed in ways that would never have been possible before. And that’s a smart investment for your business.

The more you know about marketing automation (MA), the better it sounds. What’s not to like? It’s a software solution that takes care of the most repetitive and mind-numbing parts of managing your company’s marketing work.

Marketing automation provides you with real visibility into the effectiveness of your marketing efforts, which allows you to pinpoint exactly what works (and what doesn’t). So for any company looking to maximize their results, it sounds like the perfect solution.

At the same time, it’s important to remember that every marketing automation solution isn’t the perfect fit for every company or use case. Since your company’s needs and goals should inform your decision-making process, we’re going to zoom out a little, and explore some of the finer points of marketing automation you might not have thought about.

Get the most from both your CRM and your marketing automation software. Read our Total CRM whitepaper.

  1. There’s more to marketing automation than email blasts.

The best automation tools allow you to fine tune every part of your marketing process—from A/B testing every element of your communications to writing content that targets prospects along specific stages of the pipelines.

  1. It delivers great results for businesses of every size.

Even relatively small businesses with specialized products for niche industries can benefit from MA. Are you worried that your company just isn’t big enough to see real benefits from marketing automation? If so, think again. Some marketing automation tactics actually work more effectively with small and midsize businesses.

  1. Automation doesn’t mean your marketing is on autopilot.

Marketing automation is about eliminating tedious tasks, not letting a machine captain your ship. It allows a marketer to have more time to test ideas, explore new options, and scale operations. But there will always need to be a human hand at the helm.

  1. Time is money, and marketing automation saves you both.

Marketing is a detail-focused job, which requires extensive planning skills and a strong creative streak. The more people they reach, the better the company’s bottom line will be. If a technology helps streamline workflows and other processes, it will directly translate into more revenue.

  1. The more streamlined your marketing process is, the more efficient your operation becomes.

Many companies don’t prioritize their marketing technology. While the rest of the company is using modern ERP and CRM technology, the marketing team is stuck using tools that date back to the days of print media and slow everything down. By fully integrating a new marketing automation solution with the tools used by other teams, the entire company gets a major efficiency boost.

  1. Marketing automation takes the headache out of both tracking and targeting.

Without the right tools, it’s hard to identify customer segments. It’s basically impossible to follow prospects as they move through the funnel. So if you have a properly-designed marketing automation solution, you can accomplish both of these goals right out of the box, and you’ll have deep insights into every aspect of your customers.

  1. It scales with your business.

Before the advent of marketing automation technology, scaling your marketing operation was a challenge. The only option was to hire new people and give them a bigger budget. Today, one skilled marketer can handle the same amount of work that used to require a dozen or more people. MA makes it exponentially easier to scale the marketing side of any business.

  1. Lead qualification becomes a stress-free process.

The less time your sales team has to spend on qualifying leads, the more time they have to make sales. By automating the first several interactions with potential customers, marketing automation software essentially allows leads to qualify themselves.

  1. Real-time monitoring allows you to quickly respond to changes and challenges.

When something isn’t working with your marketing, you need to know about it as soon as possible. By properly setting up the alerts and dashboards on your marketing automation software, you’ll be able to see and respond to trends and changes long before they become serious problems.

  1. To learn more about your customers, test everything.

Even tiny tweaks to an email or social media post can result in double-digit changes to conversions. By using your marketing automation tools for A/B testing, you can discover exactly which messaging, images, and CTAs generate the best responses from your customers.

  1. Great results require quality content that is delivered at the perfect time.

When a new prospect enters your company’s marketing funnel, he or she actually takes a guided tour through your company’s most compelling selling points. Marketing automation allows you to target exactly what these prospects learn during each stage of the funnel. This benefit weeds out the prospects who aren’t ready to buy. It also sends the ones who are ready to the sales team.

  1. Results are only as good as the quality of your data.

For any marketing automation solution to work as planned, clean data is essential. If you have dirty data in your CRM or related databases, it’s imperative that you work with your software implementation partners and scrub it until it shines. As your marketing operations bring in data about new leads, that information must also meet the highest possible standards, cleaning it up before it passes to other teams.

  1. Your competition is already doing it, or they will be soon.

Every company is looking for an edge, particularly when it comes to winning new customers. For companies that rely on emailing, digital advertising, retargeting, or social media to bring in new business, marketing automation tools are huge advantages. If you aren’t using marketing automation to drive your results, you’re only making it easier for the other guy to reach them first.

marketing automation

It’s been about a week since I left SugarCon 2018 in Las Vegas. I wanted to take a step back and have time to reflect on what I learned at the show. There is so much innovation and change coming, what does it mean for us?

Here are the top ideas I learned at SugarCon 2018:

1. Sugar Fall ’18 is here and ready to go.

Sugar announced its newest update is here with features, including:

  • Quotes module user interface configuration
  • Reports integrated with data visualization
  • Revenue line items in preferred currencies
  • Advanced workflow recipient list

Here is a YouTube video link for more information.

Overall, Sugar is focusing on moving away from a transactional-based Legacy CRM, and moving to a modern CRM that instead puts the relationship aspect back into customer relationship management.

2. Peer reviews are now more important than ever.

Vendors have less control of the buyers’ first impression and the result of a bad service experience is multiplied. Why? Because peer reviews are now the most trusted source of information on a purchase and continue to rise in importance.

In fact, 84 percent of buyers said they seek input from peers and existing users, while 57 percent do so within the first three months of the buying process before ever talking to the vendor they are buying from.

3. Focus on recurring customers.

There is so much effort in gaining prospects. While that is important, did you know it costs five times as much to attract a new customer as it does to keep an existing one?

Statistics tell us that you are 14 times more likely to sell to an existing customer than a new prospect.

Don’t forget to put focus on the customers you already have!

4. Technology is allowing us to work less, not more.

We are now more digitally connected than ever before. It’s a common thought that because of this connectivity, we are working more now than ever. Leonard Brody broke it down for us, showing us that we are actually working less.

Annual hours

5. Toothpaste isn’t just toothpaste.

“Innovation that you don’t have access to is toothpaste left in the tube.” — Zac Sprackett, vice president, DevOps at SugarCRM.

When Zac took the stage at SugarCon 2018, no one would expect that a big takeaway would involve toothpaste. He asked what size toothpaste tube you buy. Because if you buy the big tube, you are saying you don’t believe that there will be any innovation with toothpaste in the time you are using the product.

Think about this in terms of your technology and it’s a game changer.

Intelestream is an Elite Partner of SugarCRM. Interested in more information? Let’s schedule a demo or start a free trial!

Whether you’re upgrading from a homegrown customer relationship management (CRM) system or switching from one software provider to another, knowing exactly how to migrate your CRM can be a challenge.

But you can take comfort in knowing that most current CRM systems allow you to export the data from the application. From there, you can import the data, but to make a smooth transition, many steps are still required.

Wondering if it’s time to reboot your system? Find out how to know for sure here. 

While the implementation process can seem overwhelming, it doesn’t have to be. There are helpful tools out there, and there are experts available who can make the transition less chaotic and stressful.

For a detailed walkthough, download our CRM Migration Checklist.

Here are 10 tips for a successful CRM migration.

1. Set Goals and Understand What You Want

This tip seems simple, but it can often be overlooked. Whether you outgrew your old system or need a price change, you’re migrating your system for a reason. Before you dive headfirst into a CRM project, understand what you want your system to do.

Talk to your team about the functionalities your old system was missing, and the improvements they’d like to see. And make sure you aren’t duplicating your problems with the old system in the new one.

2. Prepare Your Team.

Migrating your CRM is a big deal. It will affect multiple departments, including all the people in them. There will be changes, training, and more training. So set realistic expectations for your CRM migration

3. Get Your Team to Buy In

Create a roadmap for the integration, and facilitate buy-ins. Most importantly, make sure everyone involved understands his or her role. If your team isn’t onboard with the migration, then it’s going to be a bumpy road.

4. Manage Customized Fields

One of the best things about CRM systems is that they’re highly customizable. While this perk is extremely helpful for your business, migrating your CRM requires a time commitment.

5. Make a Backup Plan

As you move forward, it’s important to know where you came from. So make a backup plan to ensure that you can always go back if you hit a snag along the way. You don’t want to have to start from scratch.

6. Cleanup Data

Before you start migrating your CRM, make sure your data is ready for transfer. It’s the perfect time to do some housecleaning, and get rid of some legacy data.

7. Understand How to Migrate Additional Content

Migrating additional content (such as attachments, emails, and history records) might not be as simple as entering information into standard fields. If you’re handling the migration yourself, using a migration tool, or working with an outside vendor, make sure you understand how this data transfers over.

8. Double-Check to Make Sure You Didn’t Forget Anything

Did you forget something? Do you need to export a contact list? Are you missing a functionality you were hoping for? Speak now, or forever hold your peace.

9. Perform a Test

This step might be the most important one. Don’t jump too far, too fast. To make the transition as smooth as possible, you should do multiple rounds of testing with your team. Then you can work out the kinks before you go live.

10. Partner with an Expert

Even with the most valuable internal resources, migrating your CRM system can still be a challenge. My best advice is to partner with an expert, who can walk you through the migration process and train your team, especially your technical support.

Are ready to migrate? Or do you just have questions about what your next step is? Either way, contact us today!

The definition of gamification is incorporating game-like systems into non-game situations. Gamification makes it possible to turn boring, tedious tasks into compelling jobs for your employees. It’s not about turning work into a game. Rather, it involves bringing in the elements  we all love about incorporating games into work: challenges, competitions, and rewards.

Do you have team members who thrive on being “the best”? Are there employees who do their best when they feel appreciated by getting real-word rewards, such as gift cards or long lunches? Do you have anyone on your team who likes collecting things?

Splash for Sugar® incorporates all of these game-like elements into your CRM system. It’s a powerful toolkit for any company that’s looking to incentivize great results, even for the most monotonous and repetitive tasks.

But how does gamification actually work? Challenge workers with leaderboard-driven contests and show them how to unlock “badges” when they complete tasks. Then users can earn “coins” or “points” that are redeemable for real-world, virtual prizes.

Think of gamification in terms of your favorite childhood pastimes:

Scouts: Badges

As a Boy or Girl Scout, there was nothing better than littering your vest with merit badges. In a gamified CRM system, managers can create different badges for users to earn as they navigate the system.

Tennis: Singles Competitions

Like singles tennis, this game is one-on-one. Create challenges for your team and have them compete in them. Then you can both reward the users at the top of the leaderboard, and inspire the users at the bottom to step up their game.

Competitions can span from simply logging in each day to closing five deals by the end of the month.

Basketball: Team Competitions

Whether you have multiple sales or customer-service teams in your office or around the world, gamifying your CRM system can create team competitions. You can see which team is winning, and who’s at the bottom of the leaderboard.

Arcades: Real-world Rewards

As a kid, there was no greater feeling than hitting the jackpot at Skee-Ball or Whac-A-Mole, and seeing all those tickets pour out. Then you’d get to exchange those tickets for a stuffed animal or candy.

In a gamified CRM system, users can level up and get coins they then cash in for real-world rewards. Managers post the number of coins that a challenge is worth and assign coins to rewards. Whether it’s a $25 gift card at a local restaurant or a “free” PTO day, it will go a long way if you customize these rewards to offer what employees care about most.

Looking for more information about gamification? Check out our whitepapers: Gaming the System: Gamification & CRM and Big Data Games for Productive Employees.

Both customer relationship management (CRM) and enterprise resource planning (ERP) are powerful tools. But combined, they give your company full access to both front-office and back-office activities. In this three-part blog series, Intelestream dives into both the why and how you should connect these two systems.

This blog focuses on the benefits of integration. Stay tuned to blogs 2 and 3 for more information on what data to integrate and best practices to sync.

Understanding the Difference

CRM vs. ERP

The first step in understanding why you should integrate CRM and ERP software is to understand the difference between them.

While both systems keep track of information, they are designed to reach different goals. On the most basic level, CRM software handles your front-office activities, while ERP focuses on the back office.

Customer service and sales teams use CRM to track essential information about customers as they move through the sales funnel. It can also provide useful insights about the ways the sales team interacts with their customers, and provides hard data to managers in the form of reports and analytics.

On the flipside, your ERP system allows you to track customer activity. Sales reps check ERP if they want to know when an order was placed, what products were on the invoice, or what packages left the warehouse.

An ERP system may show some customer data, and a CRM system may show specific sales or details about customers. But in essence, these two systems don’t overlap much.

Connecting CRM and ERP Benefits

When these two systems are separate, you’re not getting a full view of your customer. And when customers call your sales department to find out the status on an order, valuable time is wasted as the sales rep contacts the back office, or tries to figure out an unfamiliar ERP system.

Whether you’re a salesperson or a technician, you need to be efficient.

Here are three of the biggest benefits to linking CRM and ERP systems:

  • They provide better opportunities for mobile applications.

A technician in the field does not have time to log into CRM and look up customer information, then pull up details about past orders and pricing from ERP. So these systems are in one platform, valuable information is now at the technician’s fingertips.

  • They assist with internal controls.

All of the data your team members need will be in the CRM system, which helps eliminate information silos. It also keeps employees out of systems they don’t need to be in (such as a salesperson going through the accounting system), just to find out details about a payment or quote.

  • They boost business intelligence.

 CRM has an opportunity forecast online, while ERP shows historical data, lagging indicators, and past orders. When your team has easy access to all of this information, they will be able to forecast more accurately.

Now that you know why you should connect your CRM and ERP systems, are you wondering what data should be integrated, or how to sync it? If so, check out the next two blogs in this series, which will be available on March 22 and April 5.

Customer relationship management (CRM) software, by definition, manages your customer relationships. It houses all the data points for your current and potential customers in one place. However, CRM capabilities extend beyond clients, and can also keep detailed data about partners, resellers, co-workers and more.

Satellite Offices

Large companies with satellite offices around the country, and even all over the world, have a lot of employees. If a person working in Phoenix needs to reach out a New York counterpart, a CRM system can make this a simple and informed process.

Resellers

Sometimes businesses work with similar companies that resell their products. Resellers would benefit from having access to a CRM-driven portal for registering leads and collaborating with salespeople.

Partners and Vendors

Similar to resellers, you frequently work with various people in different companies. From the person who restocks your coffee to a partner business, keeping a record in an easy-to-find place has merit.

Service Desks

CRM can also play a huge role in service desks. Do customers need a login to submit tickets? Do they want to see their past orders, or track the status of a current order? In an educational setting, where the “customers” are students, a CRM-like system might be used to manage courses or check grades.

In all of these situations, the goal is the same: Using all available data to create a 360-degree view of the customers. It doesn’t matter what the source of the data points come from — even third-party vendors can play a big role — the important thing is that all of this customer data is piped into a CRM system. The more robust the customer data, the better the relationship with the customers can become.

A CRM system can mean anything from a marketing-automation service to a back-end reporting tool for your customers and more. Learn your definition by checking out this informational white paper.

When launching a customer relationship management (CRM) program, you want to do it right. Your company invests significant amounts of time, energy and money on your software. There are 5 concrete steps you should take to ensure you get the most from your investment.

Looking for a quick hit list for reasons why your CRM fails and how to fix them? We’ve got you covered.

1. Identify your need

Diving into a CRM project without a game plan is a recipe for disaster. Most executives and employees can appreciate the benefits of housing all customer information in one easily accessible system. When it comes to actually implementing that CRM solution, however, it’s easy to become overwhelmed by the scope of what needs to accomplished. Like any big project, it helps to break things down into manageable steps and clear priorities.

Are you implementing a new CRM system? Answer the following questions:

  • What type of efficiencies am I looking to achieve?
  • What departments are involved?
  • Who should be the CRM champion?
  • What is the budget for this project? What are the most important tasks you want to accomplish?

If you are rebooting/upgrading your system, consider these questions:

  • Does your system meet your original needs?
  • Were there efficiencies not accomplished?
  • Are there breakdowns in the sales process you are hoping to correct?
  • What is the budget for this project?
  • What is most important in the reboot to change?

2. Choose your vendor

There are a lot of CRM software options on the market. Taking the time to figure out exactly what you want your CRM to do makes it much easier to find the right vendor. With a clear list of requirements — essential software capabilities, available modules, plugin compatibility, price points — you can quickly identify the perfect vendor for your needs.

When selecting your CRM software partner, consider the strength of the vendor’s product and their experience in the CRM market. Have they worked with companies similar to your size? Do they have experience with your industry, and understand how to integrate specialized tools like ERP or CPQ systems? Additionally, does the vendor’s corporate vision complement your own? What is the knowledge level of the vendor’s employees?

3. Understand the use

Once you have identified the right CRM partner, it’s time to think about how the system will actually be used on a daily basis. Who will use the CRM? Will it be primarily used by the sales team? Will customer service and marketing teams also need access? If so, what will their use cases be? How will the CRM integrate their existing workflows and tools? How can the system make their work easier, faster, or more efficient? As you craft your CRM plans, make sure to include ample time and budget to allow for user testing and training.

4. Create phases

It’s best to roll out your CRM implementation in phases.This allows you to slowly introduce key pieces of the CRM while also allowing for adjustments and revisions. If some critical element of a process or workflow has been overlooked, the entire CRM project won’t need to be halted while a solution is found. This approach also allows managers to gain insight into the process, identifying inefficiencies, areas where additional training is needed, or potential problems for the next phase of the roll out. This staggered approach to release also helps to prevent the staff from feeling overwhelmed by the new system, greatly reducing the odds of CRM failure through low user adoption rates.

5. Reassess and adjust

Once the new CRM is in place, it’s important to step back and assess the results. Almost all CRM projects require a few adjustments after their initial launch. By making a few tweaks to the system early on, it’s possible to save substantial amounts of time and money that would otherwise be lost to minor inefficiencies. This is also a great time to compare the current CRM product with your goals. Check back to those initial questions you answered about what you wanted from your CRM. If the CRM isn’t generating the results you hoped for, now is the time to find out why. In most cases, these problems have relatively simple fixes. Don’t be discouraged! The hard part — the actual CRM implementation — is done. Now, you just need to fine tune the results.

Get the most out of your CRM platform. Take a journey with us. Download our white paper about the power of successful CRM implementation.

When launching a customer relationship management (CRM) program, you want to do it right. Your company invests significant amounts of time, energy and money on your software. There are 5 concrete steps you should take to ensure you get the most from your investment.

Looking for a quick hit list for reasons why your CRM fails and how to fix them? We’ve got you covered.

1. Identify your need

Diving into a CRM project without a game plan is a recipe for disaster. Most executives and employees can appreciate the benefits of housing all customer information in one easily accessible system. When it comes to actually implementing that CRM solution, however, it’s easy to become overwhelmed by the scope of what needs to accomplished. Like any big project, it helps to break things down into manageable steps and clear priorities.

Are you implementing a new CRM system? Answer the following questions:

  • What type of efficiencies am I looking to achieve?
  • What departments are involved?
  • Who should be the CRM champion?
  • What is the budget for this project? What are the most important tasks you want to accomplish?

If you are rebooting/upgrading your system, consider these questions:

  • Does your system meet your original needs?
  • Were there efficiencies not accomplished?
  • Are there breakdowns in the sales process you are hoping to correct?
  • What is the budget for this project?
  • What is most important in the reboot to change?

2. Choose your vendor

There are a lot of CRM software options on the market. Taking the time to figure out exactly what you want your CRM to do makes it much easier to find the right vendor. With a clear list of requirements — essential software capabilities, available modules, plugin compatibility, price points — you can quickly identify the perfect vendor for your needs.

When selecting your CRM software partner, consider the strength of the vendor’s product and their experience in the CRM market. Have they worked with companies similar to your size? Do they have experience with your industry, and understand how to integrate specialized tools like ERP or CPQ systems? Additionally, does the vendor’s corporate vision complement your own? What is the knowledge level of the vendor’s employees?

3. Understand the use

Once you have identified the right CRM partner, it’s time to think about how the system will actually be used on a daily basis. Who will use the CRM? Will it be primarily used by the sales team? Will customer service and marketing teams also need access? If so, what will their use cases be? How will the CRM integrate their existing workflows and tools? How can the system make their work easier, faster, or more efficient? As you craft your CRM plans, make sure to include ample time and budget to allow for user testing and training.

4. Create phases

It’s best to roll out your CRM implementation in phases.This allows you to slowly introduce key pieces of the CRM while also allowing for adjustments and revisions. If some critical element of a process or workflow has been overlooked, the entire CRM project won’t need to be halted while a solution is found. This approach also allows managers to gain insight into the process, identifying inefficiencies, areas where additional training is needed, or potential problems for the next phase of the roll out. This staggered approach to release also helps to prevent the staff from feeling overwhelmed by the new system, greatly reducing the odds of CRM failure through low user adoption rates.

5. Reassess and adjust

Once the new CRM is in place, it’s important to step back and assess the results. Almost all CRM projects require a few adjustments after their initial launch. By making a few tweaks to the system early on, it’s possible to save substantial amounts of time and money that would otherwise be lost to minor inefficiencies. This is also a great time to compare the current CRM product with your goals. Check back to those initial questions you answered about what you wanted from your CRM. If the CRM isn’t generating the results you hoped for, now is the time to find out why. In most cases, these problems have relatively simple fixes. Don’t be discouraged! The hard part — the actual CRM implementation — is done. Now, you just need to fine tune the results.

Get the most out of your CRM platform. Take a journey with us. Download our white paper about the power of successful CRM implementation.

Customer relationship management (CRM) software houses all your customer data in one place. Whether your sales team is primarily at the office, or out in the field, essential customer information is always at their fingertips. Thanks to this easily accessible data, your sales team has new tools to enhance every aspect of their work. It’s even possible for salespeople to check the status of prospects, identifying their exact placement in the sales funnel. That’s also great news for sale managers, allowing them to instantly track their team’s performance and determine where leads tend to stall out in the sales process.

There’s more to tracking sales performance than simply measuring the number of calls made and deals closed. The more customer and sales data you collect, the clearer the overall picture becomes. A CRM not only provides you with a system for tracking the “activities” of your sales team — calls made, emails sent, meetings taken — it also enables you to measure the “motion” of your sales efforts. This allows you measure the effectiveness and efficiency of any sales strategy or activity.

By tracking sales motion, you can see how many potential customers are being moved through the sales funnel by your team. For the first time, you can see something once thought to be impossible: Tracking the ‘untrackable.’

Instead of viewing performance in terms of a specific set of actions, tracking motion allows you to measure process over time, gauging the success of your sales efforts over weeks, months, quarters, and years. It also gives you a greater degree of control over the sales funnel itself. If prospects are stuck at a stage in the sales funnel, reps and managers can collaborate on ideas for moving them forward.

This new approach to the sales funnel can be baked right into the CRM itself, with the necessary tools and processes for tracking sales and activities and motions being put in place during the CRM design and implementation phases. These tools can provide the insights you need to win deals, create strong customer relationships, and develop strong strategies for the future.

Benefits include:

  • Better management of your sales pipeline.
  • Enhanced communication between marketing and sales teams.
  • Optimized demand generation efforts.
  • Greater insight into your sales operations.

To get a better idea of how these benefits truly work, lets take a look from the perspective of a VP of sales. Tracking motion within a CRM, allows the VP to know how many viable opportunities have become stuck in some stage of the company’s sales funnel and can easily track how long the opportunities have been lodged there. From there, the VP can determine if the opportunity is stuck there because the deal stalled out or if the reps didn’t have the knowledge or resources needed to move them along to the next stage. The additional information CRM software provides grants the VP the ability to make educated decisions, instead of shooting in the dark or hoping for the best.

By examining the sales process, it’s even possible eliminate these “logjams” before they happen.

Download our white paper for tips on measuring sales success.

Few things are as frustrating as going through the expensive, time-consuming process of implementing a new customer relationship management (CRM) system, only to see it fail. It’s an all-too-common problem, with multiple industry studies claiming failure rates between 47% and 63% for new CRMs. To avoid this costly situation, it’s important to understand how and why a CRM fails. If identified early, most of these issues can be corrected long before they threaten the entire CRM project.

Let’s take a look at the 25 most common reasons that a CRM fails, and how to fix them.

1. Lack of user adoption 
Low user-adoption rates are the root cause of most customer relationship management (CRM) project failures. This happens when your employees and other CRM users actively resist learning essentials of the system. Perhaps the CRM isn’t well integrated with existing workflows and processes, or the system is just more confusing than it needs to be. This situation can often be avoided by bringing end users into the design and user-experience testing processes, and by enhancing CRM training.

Looking for an innovative way to engage employees and improve user adoption? Check out Splash, a CRM gamification integration.

2. Lack of vision
One of the biggest mistakes companies make going into a CRM project is not setting specific goals and targets. CRM software is designed to be flexible and adaptable, allowing it to be used in a wide range of industries and use cases. Without a clear vision of what you need your CRM to accomplish, it can be easy to lose focus over the planning and implementation process. The more specific your plans are for what the CRM — including how employees will use it in their daily work, and how it will improve your KPIs — the more likely it is that the implementation will be a success.

3. Thinking it’s just a technology solution
It’s easy for companies to get excited about the technology behind their CRM projects, but it’s important to remember that these software solutions should always be in service of enhancing customer relationships. The technology alone can’t improve those relationships. When the CRM’s technology is combined with the right workflows, operated by well-trained staff, and managed thoughtfully, the system’s full potential can be tapped into to generate powerful results.

4. Not putting the customer at the center
While CRM technology provides a wealth of tools for boosting the efficiency of your business, improving your processes, and providing insights into your sales cycle, its true purpose is to enhance your relationships with your customers. When a CRM is designed without your customers’ needs in mind — focusing solely on increasing sales KPIs, for instance — many of the software’s best features simply go to waste. A well-designed CRM starts with the customer right at the center.

5. Poor planning
Implementing a CRM system is not a simple task. It’s a multi-stage process, refining a general outline into clear workflows, software systems, data curation, user testing, and employee training. It’s not a process that benefits from trying to figure it out on the fly. Every moment invested in planning serves to prevent later confusion and frustration, ultimately helping to prevent a CRM fail

6. No plan for evolving
It’s no surprise that most companies design their CRMs with only their current needs in mind. A good business changes and evolves over time, creating new products and services for it’s customers. A good CRM needs to be designed with this growth in mind, allowing for expansion, refinement, and other future needs. This includes a process for identifying issues and improvements to include in the next iteration of the CRM.

7. Scope creep
Great ideas excite everyone who hears about them. A CRM project that seeks to improve sales pipeline management may be such a compelling concept that the customer satisfaction team decides that they want a piece of the project, too. Before long, everyone wants in. What began as a relatively small project now needs to serve the needs of multiple departments, and account for dozens of use cases. The project’s scope grows after every meeting, making it increasingly likely that the project will collapse under its own weight. Don’t let this happen. Clearly define your project. Once you have that plan, stick to it.

8. Too much all at once
One way to balance an expanding CRM project is to break up your implementation into manageable pieces. Planning the system is one distinct stage, for instance, as is user testing, design revision, and employee training. Trying to rush the process by combining or skipping these stages usually results in serious problems with the overall implementation. To keep the implementation process moving smoothly, it’s essential to keep each stage manageable, and with realistic timelines.

9. Lack of training
No matter how you decide to roll out your CRM software, it’s imperative that you fully train your team. CRM software can have a steep learning curve, presenting a challenge even for relatively tech-savvy people. Cutting down on training time might seem like a good way to trim the project’s budget, but in practice it usually results in low user adoption rates and increased risk of CRM failure. If you want your team to make the most of the CRM software, don’t skimp on the training.

10. Lack of support
In an ideal world, your CRM project would have a “champion” on staff to act as a software guru, cheerleader, and point person. If you don’t have a CRM champion, however, it’s absolutely vital to get a high level of support from your CRM vendor. Your team will always have questions about the system, and your software will inevitably need revisions and tweaks as your business grows and changes. Your CRM partners need to be available to help at every step of the way, not just at implementation.

11. Wrong vendor
Can your CRM fail simply because you chose the wrong partners? Yes! Some vendors take a cookie-cutter approach to their work, delivering a bare-bones CRM that isn’t customized to the client’s unique needs. If a conflict arises between their client’s business processes and their one-size-fits-all software, they prefer to change the business rather than modify their own code. A true CRM partner will always build a customized solution that fits your needs.

12. Choosing the wrong software
Choosing the right partner is important to your success, but so is selecting the right software. It can be tempting to choose the cheapest CRM software licenses, for instance, until you realize that customizing it to fit your company’s needs is often far more expensive than just buying the right software in first place. Other companies will make the opposite mistake, spending a small fortune on an expensive system with a ton of features that they will never use. Cost is important, but it should be a secondary consideration to finding the right CRM software for your company’s needs.

13. Too many bells and whistles
CRM software is designed with customization mind, with dozens of modules and add-ons that can be configured to work for countless possible use cases. Unfortunately, some companies make the mistake of trying to make use of all of those options at once, rather than only using those that are essential for their specific needs. A great CRM provides a lean user experience, only making use of those elements which are absolutely necessary. Why force your teams to learn systems they will never use, or add additional steps to a process that should be simple? The more intuitive and streamlined the user experience, the better the user adoption rate.

14. No measurable objectives
How would know if you have implemented a well-designed CRM solution? If it was failing, how would you detect it? Without the right metrics, there’s really no way to tell if the CRM is a success. Your CRM project needs clear, measurable objectives that can be easily tracked, analyzed, and evaluated. This allows you to make timely changes to the CRM itself, workflows, and even training long before the CRM is at risk of failure.

15. No executive buy-in
In order for your CRM system to have its best success, everyone involved with the process needs to be on board. While your sales and marketing departments may be able to easily grasp the value of a CRM, the advantages might not be as obvious to other departments. This can even apply to executives, who may focus more on the costs of a new CRM than on the benefits. It’s not enough for the C-Suite planners to acquiesce to trying out a CRM, they need to be 100% behind it. The better their understanding of the value the CRM brings to the company, the more invested they will become in its long-term success.

16. Look at your business through your customers’ eyes
The fundamental job of a CRM is to efficiently assemble customer information in one central location, and to make it easily accessible when needed. There are countless ways to organize this system, and typically this data is organized in the way that is easiest for the company, rather than the customer. In some cases — such as customer support — this company-centric approach isn’t always the optimal one. If your CRM is failing, it’s worth taking a step back to see how your customers (usually through your employees) interact with your CRM. You may find some surprising disconnects, roadblocks, and other frustrations that are only obvious when you work backwards from the customer’s experience.

17. Failing to involve end users
Your CRM should always be designed around the needs of the people who will use it most. A workflow that makes sense to a CRM vendor’s coder or UX designer might be bafflingly unintuitive or painfully slow to the salesperson, support desk agent, or data entry worker who has to use that system all day, every day. These end users are often the very people who ultimately determine if a CRM project succeeds or fails. If the system is poorly designed and implemented, those users will either avoid using it, or — even worse — use it in a way that makes the process less efficient than not having a CRM in the first place. By bringing these end users into the planning and user-testing stages, these headaches and costs can often be avoided completely.

18. In-house CRM coordinator picked randomly
Businesses often toss the job at the CTO or COO, as the CRM is a technology-driven tool. In some cases, the Director of Marketing or Sales may be assigned to the task, as CRMs are built around customer relationships. Another common choice for a CRM coordinator is a mid-level IT manager. There are better ways to select your CRM coordinator. This person needs to have the time, the ability to plan and a passion for the project. Learn more about choosing your CRM champion.

19. Bogus data
Your CRM software works because it provides insight into the customer data you collect. If your data is bad — corrupt, outdated, or just incorrect — there’s nothing that the CRM can do to make it useful. To get meaningful results, your data needs to be as pristine and complete as possible. Before you start your CRM project, make sure your data — and the methods you use to collect it — are in the best shape possible.

20. Employees don’t trust the data
It’s not always the CRM itself that causes CRM failure. Sometimes, the CRM’s data sources are to blame. A good example of this is incomplete or incorrectly entered customer data, which can make employees skeptical about the information in the CRM. If the wrong names or phone numbers are tied to prospect data, for instance, it’s not hard to see why a salesperson would be reluctant to rely on the CRM to make sales calls. If there’s a problem with how the data is getting into the system — poor data entry training, for instance — nothing you can do to the CRM itself will address this. Instead, workers need to be retrained using best practices.

21. Business and tech teams don’t work together
Every department in your company plays a vital role in the overall success of the business. At the same time, these departments also have their own priorities, considerations, and ideas about how to tackle any given problem. When a project comes along that crosses through multiple departments — like a new CRM — one of the biggest hurdles to success is often getting these teams on the same page to reach a mutually beneficial solution. This often often means breaking down departmental barriers, freeing data from dedicated department silos, and creating uniform (or at least consistent) processes for accessing and using customer information. Your business and tech teams may need to work together in new ways to make sure that everyone is getting the most from CRM software.

22. Team members don’t understand their role
From in-house office assistants to field sales agents, everyone the company will need to upload data to the CRM at some point. The processes for getting that data into the CRM, however, may be completely different depending on the use case. This needs to be reflected within the CRM interface, and it also needs to be supported by both adequate user training and documentation. When this support isn’t available, the CRM soon stops being effective. To get the most out of the CRM, each team member needs to fully understand their specific use case.

23. CRM is not the center of your business
Every business has specific tools — like email and spreadsheets — that act as the “center of gravity” of the operation. What happens when a more efficient tool, like CRM, disrupts the established workflow? It can create a situation where workers avoid using the better tool in favor of more familiar ones. Learn more benefits of having a CRM-focused center of gravity.

24. CRM is considered a one-time thing
A CRM system should ebb and flow with your business. A great CRM isn’t the result of a single, perfectly executed implementation. Instead, it’s created by ongoing refinements, revisions, and expansions. The CRM is never “perfect” because your business is always changing. If your CRM is failing, it might simply need to be updated and given a little room to grow. At the same time, a great implementation partner won’t abandon the project when the CRM is finally up and running. Instead, they will check in with you regularly, providing the ideas and support you need to keep the CRM healthy.

25. Attempting the process alone
A CRM system can catapult your company’s efficiency if you implement it properly. The best way to do that is to partner with a customer relationship management software expert to ensure you are engaging your employees and getting the most from your investment.

Looking for a CRM implementation partner? Intelestream is here to help. Call us at 800-391-4055 or contact us today!
And don't forget to check out our killer apps on SugarExchange!

A CRM system can give your business both a look forward and backward, and be the centralized hub for customer information. While you understand the reasons you need to use CRM software, you may struggle on getting the most from the solution. In truth, the technology is only as good as it’s users. Are you wondering how to get your team to utilize a CRM platform for your company?

Here are 5 best practice tips for CRM use:

1. Customize for your needs

CRM systems can have many bells and whistles. However, you do not want to make your employees’ process any more difficult. Take the time to learn what will help them.

For example, if you are a manufacturer of a solution used in medical adhesives, there are only so many customers that will use your product. You already know who the customers are in your marketable universe, so it does not make sense to qualify leads. Anyone that is interested in this medical-grade compound is already qualified and is an opportunity. Thus, you do not need a Leads module in your CRM because your data can go right to the system’s Accounts module. If your sales team is uploading information into the Leads module, this creates extra, unnecessary steps.

Speak to your team about what they are interested in and then build from there.

Do you know the difference between a lead and an opportunity? Learn how to best differentiate these terms and utilize your CRM.

2. Define objectives and KPIs

Once you determine which facets of a CRM you want to use, you need to decide what goals you want to meet. Maybe you are most interested in growing qualified leads. Or you want to discover where in the sales funnel people drop off. Either way, define what your goals are prior to launching a CRM. Keep checking back to make sure you are achieving your goals and if not, adjust your strategy.

3. Manage expectations

Be realistic when you set personal goals for your team. How many leads would you like each team member to enter into the CRM? What data fields do you think are most important? Set your expectations so you can see where adjustments may need to be made.

4. Create buy in

Team members are not going to go full throttle into a new technology if senior leadership does not show passion for the system. Take the time to speak to your staff about why everyone needs to use the CRM and how using it is going to increase efficiencies.

5. Continue training

A common mistake is to only conduct training on the CRM system during implementation. A one-and-done training model leads to minimal effort from your team. It is not that they don’t want to use the CRM system, but when they start to use it and get stuck, they can feel too busy to take the time to figure out the issue and continue on. Instead, they may go back to the old way of doing things. However, with continued training, you will reinforce your message of using the CRM system and be available to troubleshoot issues.

Want more good stuff? Then check out all our apps on SugarExchange!

The importance of moving beyond spreadsheets and email.

Every child first learns addition and subtraction, only then moving on to more advanced ideas like multiplication and division. With those fundamental concepts mastered, students can then tackle more advanced topics like algebra, calculus, and beyond.

But what if we stopped learning math after we were taught addition? What if we let simply let every elementary school child stay in their mathematical comfort zone? Would most people’s daily lives actually be all that different? People could still add things together — slower than multiplication, but it creates the same results — so the biggest problem would simply be how time consuming certain mundane tasks become. While not ideal, it’s probably fair to say that most people could probably get by only knowing the mathematical basics of addition and subtraction.

What’s less obvious, however, is just how much time would be wasted on those slow, trivial calculations. If we want to know how much it would cost to buy 15 cans of beans at $1.05 each, we can just multiply them. That’s a far, far more efficient option than adding them together one at a time. It’s obviously a better, more efficient, and streamlined solution. And yet, there are countless business processes and workflows that are as slow and counterproductive as relying on addition and subtraction for every operation.

Consider the spreadsheet. When personal computers were introduced 30 years ago, the spreadsheet was considered the apex of business technology. It was as much of a practical leap forward as the electronic calculator was from a slide rule and paper. Even today, executives rely on Excel and other spreadsheets. It’s easy to see why: Excel is simple. You only need to click into a cell, and then enter your data. From there, it’s possible to run that data through every imaginable equation and situation, color coding rows and columns to keep things clear. But should we be moving beyond spreadsheets?

We can’t ignore that spreadsheets are primitive tools. While it’s entirely possible to create a semi-functional lead database or pipeline management system within Excel, that’s also an incredibly inefficient way to manage that data. It’s as inefficient as relying on addition and subtraction for every mathematical problem. Yes, it’s technically possible to make it work, but what a headache!

Spreadsheets just can’t compete with software designed for those specialized business tasks.

Email is another tool that has become a “center of gravity” in many companies. Yes, it’s possible to use an email program to store customer data, share contracts, and even track the progress of deals. It’s just a terribly inefficient way to do any of that. It’s the wrong tool for the modern workflow.

The fluidity of email use is a huge problem. A salesperson might have a wealth of prospect information in their Gmail account, but there is no way for the rest of the sales team to access or make use of it. All that information — which clearly belongs in a categorized, searchable, reportable, trackable, shareable, and summated system — is only accessible through a crude email search system.

How does a company move past these inefficiencies?

Using multiple platforms creates confusion among employees and slows down workflows.

These inefficiencies are hardly limited to multitasking. Consider a typical sales job at a small company without a CRM. Just to do their job, they may use:

  • Excel to track leads
  • Word to pull up the appropriate sales scripts
  • Google Calendar to schedule calls
  • Google Docs to update a shared opportunity status spreadsheet
  • Dropbox to access contracts
  • Skype for team meetings and some sales calls
  • Gmail to handle their email

These are seven completely different, largely disconnected applications, each with their own quirks, costs, and limitations. None of these tools are hard to use, but switching between them can create serious inefficiencies.

Remembering how to input data into a specific spreadsheet takes time, as does remembering to check a calendar, or hunting down the right sales form in a shared Dropbox folder. This eats away at time that could be spent talking to prospects, making deals, and closing sales.

Get your time back by creating a new center of gravity: a customer relationship management (CRM) system that stores all necessary customer information, all in one place.

It’s the same principle of learning multiplication as a child. While you could technically use addition to put together your equation, but once you learn multiplication, even mundane tasks become exponentially easier. In the case of CRM software, this small investment in efficiency makes it much easier to improve everything from workflows to knowledge transfer.

It’s not enough for your CRM to be a part of your business, it needs to be the nucleus. Download our white paper to learn how to make it happen.