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How Do I Optimize My CRM System?

Speaker: Jonathan Schloo


Transform Your CRM :: Part 8


0:10 – video start

So I show that video, it’s kind of a funny thing, it really caught my attention when I saw it first because I thought, that’s what some people do. They build CRM the hard way. They buy it and they try to customize it and implement it on the fly which is kind of crazy because you really need to step back, think about it, look at it from the whole perspective and then build it. And make sure that you think it out instead of just doing it the hard way. If you don’t plan it out, you’ll pay the high price down the road.

0:35 – How To Do CRM the Right Way, #1

CRM the right way

So, how to do CRM the right way? Number one, use a third party; pay for performance. Instead of an inside IT department just saying, okay, we’ll do this, if you’ll bring in a third party and pay them to get it done, they’re on the hook and they’ll get it done.

0:50 – How To Do CRM the Right Way, #2, #3, #4, #5

CRM the right way

There are about 2000 systems out there. How do you choose the right one? How do you choose the right CRM system? You need expert guidance on that.

Improve the sales processes; apply best practices; get your sales reps to buy in early; do a design audit. The design audit is a process that we do that gets them to buy in early and I’ve got some questions that I’ll share with you afterwards.

Training one-on-one; it’s not just an IT project; and manage better by getting the right report insights that you need.

1:16 – What People Are Saying

What people are saying :: 1

These are some things that people have stopped and said. It helped to plan “exactly what we needed to do.”

What people are saying :: 2

Here are a couple more quotes which I’ll skip through here.

What people are saying :: 3

“I was really impressed with the quality of your consultants.” That’s one of the other testimonials.

What people are saying :: 4

1:34 – CRM Design Audit: The Proven Best Way

CRM Design Audit the proven best way

The design process balances management, users and IT needs and brings those together. I’ll just skip through these quickly.

1:42 – The Benefits of Doing a CRM Design Audit

CRM Design Audit benefits

The key benefits: get management, users and IT to agree on a common vision.

Number two; know your precise costs, overall costs, ahead of time. This is critical because if you don’t, you’re going to spend a lot more than you thought.

Stage your CRM project into phases to be successful and to make sure that you know what you’re going to do.

Choose the right software solution. Gain from our 25 years of experience with a lot of different industries.

And most importantly, get a holistic view of your needs and the solutions.