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10 Tips to
CRM
(Customer Relationship Management) Success
1.
Make
sure your goal is to target the solution for the
Customer. Using CRM to simply solve your
company’s problems is not sufficient. The “C”
in CRM is for Customer. So make sure their needs
are addressed first and foremost.
2.
Develop
a Plan. Implementing a CRM solution without a
plan is like trying to build a house without an
architect. You can have all the best tools money
can buy, but without a good plan, you won’t know
what to build.
3.
Prioritize.
Avoid the temptation to do everything at once.
Make a list of your business needs, then
prioritize them according to the most important
and largest payoffs first.
4.
Engage
Management Support and Ownership. You can’t
do this alone. You must have senior management
behind you all the way. A project champion at a
senior management level should be your objective.
5.
Pilot
the Program. Test your CRM implementation
before going live. This
will help get the kinks out and allow you to make
final adjustments prior to show time.
6.
Roll
It Out In Phases. Do not roll this out all at
once. It will completely overwhelm your users.
Feed it to them in small doses.
7.
Train!
Train! Train! You cannot train your people
enough. Without training, the product and
processes will not be used correctly, or at all.
Always follow up with on-going training as well.
8.
Get
User Buy-In. To ensure users embrace the
change and actually use the new system, make sure
you have their understanding, support and buy-in.
Make sure they understand the benefits they will
get from using the new system.
9.
Monitor
It Closely and Continuously. Keep a close eye
on how the rollout is progressing so you can
monitor its success and make necessary adjustments
over time. Do this continuously.
10.
Fund
The Project Adequately—Don’t Skimp. If you
cut corners or don’t budget enough, something
will be sacrificed that will jeopardize the
success of the project. Understand the full costs
up-front, then fund it accordingly. Don’t step
on dollars to pick up pennies.
As
an added tool to help you plan your CRM strategy
and implementation, why not pick up a copy of
"CRM
For The Common Man"?
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