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CRM Design
Over the last 20 years CRM systems have become widely accepted as a required technology for any company in a competitive market. The CRM industry has grown substantially and as an unfortunate result the marketing of CRM systems has tended to over-simplify their marketing message. “Just sign up and watch the sales roll in” is a common CRM pitch. This shallow advice has misled business to waste many hours and build frustration.
How healthy is your Customer Relationship Management System?
In our experience, if the benefits of a CRM system are to be fully taken advantage of then the system needs to be customized to the real world business processes of the company, this is CRM design.
Symptoms of a poorly designed CRM include:
- Users don’t know what they are doing or how most of it works
- The CRM doesn’t do what you want it to
- Time is wasted and frustrations run high
- People avoid using it and defer back to the old ways of doing things
Symptoms of a properly designed CRM include:
- Workflows and processes which are intuitive because they are designed around your actual business processes, nothing more nothing less. Users ‘get it’ because it is based on your specific business practices.
- The CRM delivers expected results for users and management and most importantly the CUSTOMERS. It will have simple and meaningful dashboards for clarity along with concise reports for insightful analysis
- It will be a huge timesaver and improve the selling process. It will have a significant ROI.
- The efficiencies gained through proper use will compel users to exploit its functionality more and more.
To harvest the many benefits of a properly running CRM system there needs to be full commitment of management and users. Once commitment is in place then designing the CRM to suit your particular needs is the next step.
Sales Nerds has designed/customized many CRM systems for a wide variety of industries. Our success lies in the fact that our lead designers have also spent many years as professional sales people.
Today’s CRM systems are a complete toolset which calls for a strategic approach backed up by reinforcement and training.
Challenge
Frustration is high
Technology can be intimidating and when it interferes with someone’s work friction happens.
Don’t know how to use the CRM
CRM systems are not ‘plug and play’.
Poor Results
The CRM doesn’t provide benefits and the reports are not useful.
Customization increases usage
Solution
Customization
Have your CRM customized based on your unique real-world business practices.
Group Training Sessions
CRM are typically used by teams and offer possibilities of collaboration which bonds the team to successful team results.
Individual Training Sessions
Individual users will have specific requirements to take full advantage of the CRM.