Скачать или смотреть Launching a CRM? Here are 4 Key Success Factors

It's tough to launch any new system into a business. Technology can to fantastic things but without the people on board nothing will happen.

We love taking website and digital strategies to the next level. It all starts with a FREE ANALYSIS of your existing website. To register for our FREE digital strategy analysis (performed by humans not machines) visit:
https://www.knd.com.au/free-website-a...
Web Design Brisbane:
https://www.knd.com.au/

Want to DIY your wordpress site content but need a refresher on the ins and outs of Wordpress? Take my Wordpress Essentials Online Course. Video walk throughs of everything you need to know.
https://bootcamp.digital/courses/word...


Transcription:

I've recently had the privilege of working with a fantastic startup that's really kicking goals internationally and locally. And now for them critically important success factors for growth in controlling their customer data. Knowing what their customers are doing and how they're interacting with their business. They don't just sell product, they run foundational educational programs that connecting to their overall ecosystem about educating people about the environment but also selling products into that into that team, into the broader community at a technical level as well. So they've got lots of different groups interacting with their business.

So customer data is incredibly important and using a CRM a Customer Relationship Management tool such as the brands you see here is critically important. But what are the success factors in implementing a CRM? In our experience we've done plenty over the years helping clients on their way with that integrating web sites with their CRM and all the associated tools and the background of their business.

How does that all come together? And what are key success factors? In my experience, it has nothing to do with the technology it's all about the people and how you engage your team's to actually really get involved in the process. So the first one for me is "top-down commitment" so at board level and CEO management level they've got to be totally committed to implementing that technology. And, but it's got to be driven from the bottom up so the people that are going to use that day-to-day don't need to be involved in the actual use of and planning of the strategy of the implementation otherwise it's just going to be so much resistance to change that they just won't get involved.

So needs to be that top and bottom working together to find those success factors. Number two is clear strategy as I said but... in small steps! Don't try and solve every part of your business with a CRM yes it's great to be excited about it but the road will be long and change will be difficult. So choose those small wins that you can actually incrementally see over time and that will change depending on what type of business you are. Third is find those champions, find those people in the business and absolutely love using systems and implementing systems on a day to day basis. So it won't be everyone! I know some people in our very small business who just hate data and updating systems they've got to be encouraged to do that regularly and you will too in your business.

So choose those champions and have them heavily involved in the training process and really 'heroing' that whole process through so you get commitment from everyone in the organization. People, hate, change... this is why CRMs fail so the least if you minimize that resistance in any way will lead to a higher success. So what are some when you're actually implementing a CRM let's have a look at some quick wins to get those runs on the board and guarantee that success. So what are they? First of all try and get your data in in the cleanest possible least resistant way. Using APIs to grab data from your web inquiries or your sales processes and injecting them into your system in an automated way then at least you've got your base data ready to roll.

The second is grab your contacts from all your different staff members and your key people that might be you know key prospects key customers all of those segments that you need in the system, get them being collected and collate them and clean them get them into the CRM. That's your first step you can't really go forward too much without actually doing that.

Full transcription on our website...

https://www.knd.com.au/success-factor...