Keeping CRM Simple

When implementing CRM there are some simple principles to follow. The list below highlights some of these:

  • Focus on core CRM first I.e. management of Accounts,  Contacts, Opportunities and Activities
  • Agree as an organisation, business department what is the definition that works for the organisation
  • Once defined, agree the processes that surround these entities, when should I enter a contact, an account or opportunity
  • Don`t create an activity when an opportunity should be used I.e. send an activity to someone to follow up a meeting to discuss a problem, instead create an opportunity with the topic and description pupulated and then assign this. Its crucial to have consistent processes.
  • Plan to train regularly and reasert the key principles of why the organisation is using CRM
  • Give value back to the end users, why should they enter the data, give them a reason to

The list could go on and on but these are some of the key ones I think you should follow.

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One Response

  1. Steve, Very good tips and thanks for sharing your knowledge and experience. Keep these coming…

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