Telling A Secret: 3 Secrets to Save Your CRM

If you’re just starting up with a new CRM, it’s already in danger. Anywhere from 50-70% of CRM implementations fail within the first few months. With such a high percentage, how long do you think you can last?

Knowing these 3 secrets can help you make your implementation one of the 30% of success stories out there.

3 Secrets for Successful CRM Implementation

1. Secret: CRM is hard. Keep it simple.

Nothing is more poisonous to the success of CRM implementation than the decision to adopt a complicated CRM software or strategy.

The software that you choose should be simple and at the skill level of the team members that will be using it. Your strategy should be simple, clear cut, written down, explained, taught, practiced, and verified frequently to assure that the entire team is on the same page and getting the most out of the software.

2. Secret: CRM is hard. Learn it well.

There’s no sense in any investment of time or money if you don’t take the time to learn it well. With the majority of CRM’s being notoriously complicated, make sure you take enough training sessions as to understand exactly how to do everything that you need.

Make sure at least one member of your team knows the software forwards and backwards. This person will be your internal trainer and evangelist who will help everyone get up to speed and excited.

3. Secret: CRM is hard. Use it consistently.

Using CRM is like riding a bike. Once you learn it, you never forget.

But that means you have to learn it. And, in order to learn it well enough, you have to use training and a whole lot of practice.

Use your CRM daily. Find ways to use it even if it isn’t entirely necessary. You’ll probably find new uses for it and see where you can improve your current implementation.

The Newest Member of Your Team

Don’t let your CRM get the better of you and don’t let it fall to the wayside. Take it up as a new member of your team. Take care of it, learn about it, build on it and it will take your team to new heights.

Pin It on Pinterest

Share This

Share this post with your friends!