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3 Secrets to a Successful CRM

Posted by Synchronicity on Dec 21, 2017, 9:02:00 AM

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Your business needs a CRM, but you already knew that. A Customer Resource Management platform is an investment in the health of your company, both now and in the future. If your business has a website (and, oh gosh, you have a website, right?), operating without a functional CRM in place is like running a marathon with no shoes.

But how do you choose the right CRM software and when you do, how do you implement it properly?

Software isn’t one-size-fits-all and it’s increasingly complex. It really is no wonder so many SMBs shy away from the intimidation factor of modern software tools.

We’re going to let you in on the three big secrets of successfully selecting a CRM. Remember, your software should work for your business, not the other way around.

 

Secret #1: Your CRM should reduce work, not add to it.

Well, duh…right? Sometimes it’s not so cut-and-dried! The number one reason CRMs fail to thrive is because users choose not to adopt them widely enough. Your employees are likely already resistant to change; they’re going to be even more frustrated if they think the new software is adding to their workload instead of streamlining it. Spend some time mapping out your current workflows and determine which of your existing processes can be replaced. The more analog steps your CRM can absorb from your staff, the better.

 

Secret #2: The right CRM offers more tools than you know how to use.

That’s a good thing! Don’t be intimidated by a software suite with more functionality than you think you need. You can always decide not to milk all the bells and whistles of your system, but having lots of useful resources built into your CRM is way, way easier than tacking them on down the road. Invest in the most comprehensive CRM you can get your hands on, then one-by-one, prioritize your use of its tools. Don’t need visual data representation or marketing automation today? You might tomorrow.

 

Secret #3: Letting go of the “old way” is everything.

Your old software is like a security blanket. You know how to work it, how to troubleshoot, and you know where its inefficiencies lie. But if you’re banking on the benefits of a new CRM, your old process has to go. Before you make the switch, understand exactly which processes, functionalities, and workflows the new software will replace. Creating a day-to-day, minute-by-minute plan for the way roll-out will go is essential, and it should definitely include ongoing staff training. Break out the takeout menus.

 

Ready to get started? Synchronicity’s team of experts is happy to help you determine exactly what a CRM has to offer your business. We’re web developers, digital marketers, and we’ve always got our fingers on the pulse of what’s new in business software.

Let’s chat.

Tags: CRM