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7 Reasons why your CRM isn't working
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Transcript of 7 Reasons why your CRM isn't working
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SEVEN REASONS WHY YOUR CRM ISN’T WORKING…
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THE
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Allocate a leader. Someone who is responsible for implementation, teaching best practice, auditing quality and setting the guidelines.
HAVING A DEDICATED ADMIN
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How can you you streamline your business processes? How can you provide better customer service? How can you make every department more effective? You won’t without a clear path.
LACK OF OBJECTIVES
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CRM must be embedded into daily processes from the top down if it isn’t in the CRM, it doesn’t exist!
VIEWING CRM AS A PIECE OF TECH RATHER THAN A METHODOLOGY
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INCORRECT RECORDS Keep your data tidy! Delete duplicates and monitor data quality.
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Make the process as simple as possible customize fields to fit your business, and plugins that drive productivity and organize training sessions to improve skills.
THE INCREASED LABOUR
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LOW EMPOWERMENT Get your users involved and give them ownership of the project. Make sure the employees and managers are motivated and understand how CRM can help them.
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LOW COMMITMENT Be confident in your application of CRM and stick to it. It’s not a small change and takes commitment in order to make it work.
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Great CRM strategy is paramount to running a customer focused company. We hope you enjoyed these tips.
PROBLEM SOLVED
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SEVEN REASONS WHY YOUR CRM ISN’T WORKING…
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