CRM Performance Program
Your business doesn’t stop changing.
Your hectic environment creates constant new demands for reporting and management insight.
Is your CRM implementation keeping up?
This is a typical CRM implementation:
Phase 1: High Energy Start.
A lot of energy gets expended on the initial implementation.
The team is excited.
The functionality is new.
A great future is in within reach!
The team is excited.
The functionality is new.
A great future is in within reach!
Phase 2: Attention diverted.
The implementation is over.
Other pressing priorities need attention.
Time passes.
Members of the implementation team move to other departments or companies.
New team members come in, don't know the new system.
New initiatives don't include changes to the CRM - not enough hours in the day!
Other pressing priorities need attention.
Time passes.
Members of the implementation team move to other departments or companies.
New team members come in, don't know the new system.
New initiatives don't include changes to the CRM - not enough hours in the day!
Phase 3: Neglect.
Folks no longer remember what some of the fields mean or why they're used.
CRM is quite out of line with the business' current needs and processes.
The task of bringing CRM back into alignment with the business is daunting - remember how much energy the initial implementation took?
CRM is used less; data is exported and manipulated in spreadsheets more and more.
Team members wonder aloud why this system is so unhelpful and time consuming to use... why are we doing this?
CRM is quite out of line with the business' current needs and processes.
The task of bringing CRM back into alignment with the business is daunting - remember how much energy the initial implementation took?
CRM is used less; data is exported and manipulated in spreadsheets more and more.
Team members wonder aloud why this system is so unhelpful and time consuming to use... why are we doing this?
Click here for the CRM implementation everyone really wants….
If it's so great, why don’t companies invest in continuous CRM performance tuning?
Take a short CRM Performance Quiz -- how well is your system keeping up?
Download Data Sheet for the CRM Performance Program (PDF)