The Ten Essentials of CRM

If you’re the outdoorsy type or participated in programs like scouting, you’ve more than likely heard of the famous “Ten Essentials.” Originally developed by The Mountaineers in the 1930s, the Ten Essentials are the go-to list for what to bring with you on any trip into the wild. Those essentials, updated for today’s circumstances, include:

  • Navigation (map, compass, GPS)
  • Sun protection (sunglasses, sunscreen)
  • Insulation (extra clothes, rain protection)
  • Illumination (headlamp, flashlight)
  • First-aid supplies
  • Fire (waterproof matches, lighter, candles)
  • Repair kit and tools
  • Nutrition (extra food)
  • Hydration (extra water and a way to purify more)
  • Emergency shelter

Having these Ten Essentials with you, no matter the excursion, will keep you alive and well if anything unexpected occurs. But surviving in the wild isn’t the only type of survival there is. In fact, surviving day-to-day in the private sector can seem even more difficult as you take on the challenges of your daily routine. Here are the Ten Essentials for CRM:

1) Process

There’s nothing more essential to a CRM than the process (or processes) that you build around it. This includes how you do business, what each member of the team does, in what order, and how this translates into the CRM software.

Be sure to write your process down, train on it, test it, refine it and double down on it. This is your lifeblood and will help you secure better results.

2) Workflow (Types & Statuses)

Your workflow is how you interact with the contacts you have in your CRM. This is your digitized process and includes the categorization of types and the logical process of statuses. Make sure your CRM includes the ability to customize the workflow options to fit your company’s needs.

3) Automation

Surviving in the wilderness often means getting to a point where you have to exert the least amount of force to stay alive. Surviving in the business world often means working as hard as you are smart.

A good CRM will help you work smart by eliminating repetitive tasks through automation. Set your rules and start enjoying more time and less annoyance.

4) Custom Fields

I’m sure you’ve got more than a couple unique numbers you need to track for each contact. An essential to any good CRM software is the ability to create custom fields to track those numbers.

5) Full Mobility

Surviving the wilderness of business can lead you to a lot of unknown places where you never know if you’ll have an internet connection or not. Never leave the office without your essential CRM mobile app with full editing power and offline mode so you’ll always have your contact’s information and the ability to upload photos and docs on the go.

6) Simplicity

A multi-tool pocket knife is no good if you can’t even figure out how to open the gall-durned thing. The same goes for CRM. It’s essential that you find a simple CRM package that will be easy to pop up and use on a moment’s notice or during your daily routine.

7) Training

Even with the greatest level of simplicity offered through the CRM, you still want to make sure that everyone is on the same page with the CRM’s functionality, inner workings and how you all plan to work in unison to get the job done. Training each member thoroughly will help get you there.

8) Sun Protection

You never know when you’re going to find yourself knocking doors or on a roof during your CRM days. Be prepared with sunscreen. Proper solar protection can never hurt.

9) Custom Live Reports

Your best binoculars are the ones that give you a perfect picture moment without straining your eyes too hard. Creating live reports in your CRM will give you 20/20 vision to see every aspect of the process and operations of the company.

10) A Life Line (Support)

Even the most experienced CRM users need a hand every once in a while, even if it’s just to bounce an idea off of someone. Be sure your CRM offers free, unlimited, friendly, prompt and spunky support for those moments when you’re in need.

Indeed, when you’re out in the thick of it all, having all your CRM ten essentials will keep you afloat, safe from danger and poised for success on the trail to the top.

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