10 Tips for CRM “Done Right”

by | Sep 14, 2011 | CRM Management, Sales and Marketing Integration, Sales Coaching, Salesforce | 0 comments

[vc_row][vc_column width=”1/1″][vc_column_text]Over the years since it was first introduced, Customer Relationship Management (CRM) software has become a critical part of the sales infrastructure of successful organizations.

Done right, it can be one of your greatest assets. Done wrong it is (at best) a time waster.

To “do it right,” management needs to:

  1. Understand that the system should serve the organization not vice versa.
  2. Know the “why” around CRM adoption. Reminder: CRM doesn’t change people, leadership does.
  3. Make sure the “why” is communicated to the entire team.
  4. Understand the key drivers in their sales cycle and track them.
  5. Make sure what they track is reported on so everyone knows what is important.
  6. Make sure they have the expertise on staff to manage the system and can adjust/modify as needed.
  7. Understand that it is important not to overdue customization, especially early on. The system must be flexible as the organization changes.
  8. Make it part of the culture. If there isn’t an option, the decision to use it gets very easy. Commit to it.
  9. Learn how to use the information to make decisions, manage and lead.
  10. Stay engaged.

If you don’t have the time, energy or dedicated resources to effectively implement a CRM system and streamline your sales efforts, consider partnering with an expert who does.

Partner with NuGrowth Solutions, a group of seasoned sales professionals passionately committed to helping grow your business. Contact a representative today.