Mapping Business Activities In Your CRM

Hi, I’m Lidiane Mocko with Mocko Consulting, your small business CRM coach. Welcome to another episode of Mocko Mondays. Today, we are going to talk about the importance of mapping business activities to your CRM system. Why are we talking about it? Well, in the last two to three months, we’ve run into at least three business owners who had issues with CRM Implementation. One of them, they purchase the product, started implementing it, and they had to shut it down because he realized it wasn’t a good fit for their business. Well, this is a waste of time and money, which is a very valuable resources for small business owners. How do you avoid this? You avoid it by taking the time to evaluate, what are the business activities that are important for your business that you would like to track in the CRM system? Then, make sure that the CRM has all the features to support those activities. Sometimes you might need more than one system. It’s an evaluation that needs to be done up front. You’re going to be more successful with an implementation if you move forward with a clear picture of what you need. How can you avoid getting into this situation? You can reach out to us. This is how we help. We are passionate about what we do. We’re passionate about customer service, and we help our our customers to create that map of the functions that you need in a CRM system to move forward with confidence with the system that is a good fit for your business. Do you like this video? Then please subscribe to our YouTube channel and share it with your network. Visit us at to learn more about how we can get you started with the CRM system that will help you grow your business. Thank you.

Step 4 to a Successful CRM Implementation- Customize Accordingly

Hello and welcome to step four in our series on how to have a Successful Crm Implementation. The goal is to customize accordingly. This will be one of the most important steps in ensuring that your crm aligns with the goals of your business. It all starts with identifying the most pertinent information for your business and your users, so start by reviewing the standard fields that are available in your crm and determine if they are relevant, and if not you might want to consider hiding or removing. It’s also a great idea to keep in mind your money. What kind of data will you need for reports? This will help you think about the big picture and narrow down what custom fields you need. If you’re in need of eSales, this could for example include relevant information about the businesses that you’d be working with such as number of employees industry annual revenue and so on next determine if you’ll be using custom fields tags or a combination of both the amount of custom fields that you can have is often limited and tags are a lot more flexible so a contacting table. Of course one too many times for example you can tie the customer based on the type of product or service that they’re interested in and then send them specific information on that topic you’ll also need to think about whether or not you’ll be using leads and if you will most crm to provide up to the employment you need to set up so start to identify what fields you want to track on the web form and then ensure that they have associated fields not to the lead record. I hope you found this information helpful, the full blog post on this topic is available in the notes below. Up next is step 5 Maintaining communication.

MyFirestorm Data Migration

Hi, I am Lidiane Mocko with Mocko Consulting and we are small business CRM coaches. This morning I am here with Gerri Pelto from Firestorm. We are part of Firestorm and Gerri is here to share with us their recent experience of moving from contactually CRM around to The Mission Suite.

Gerri can you tell us first, why is CRM important for firestorm and also tell us a little bit about Firestorm. Lidi, yeah, so firestorm is a networking organization and as professional business owners, CRM’s are very very important.

Thank you sure so why did you change from contactually to The Mission Suite? So we actually we looked at changing CRM as we’ve been actually looking at solutions for a couple of years now in managing all of our contacts.

And so there were many different decisions and it’s one of the main reasons that we we’re in the process of changing our website, and we made a custom website to change, and then we also found that concoction we just really give us that we we managed.

Yeah, so in this case like the first article wanted us features of a CRM system and also email marketing the same platform, and that’s important as you went through this process. I understand my dating today’s huh was considerable undertaking; huge, huge. Can you tell us like where did they come from?

I mean the biggest thing it took us a long time to decide a CRM and and to figure out what we needed? And we were pretty excited when we found the mission suite had all the functionality that we needed and that and like I said it took time to put that together, and we thought we were ready to go we had no idea the amount of time that it was going to take for us to put the data together before we could even use the CRM and I think that’s a big thing to understand is it doesn’t matter what CRM you have how fancy or how not fancy it is?

It’s all about the data that you have and that’s what makes the CRM effective and so before we migrated over to the mission suite I we used Eventbrite and so we had a lot of contacts and lists in data and Eventbrite we used MailChimp and so again a lot of data and a lot of our contacts were in MailChimp. We also had our CRM and so I had to take all the data from all of these three sources and merge them together and that sounds easy but it’s very very time-consuming process and one of the biggest things that I found is that people use different email addresses for when they use different systems and so trying to figure out that this contact has two to three, maybe even four different email addresses that they use and how to figure out that that is the same person so that you can get an accurate data on that person because maybe you know I well for us we want to know how long that person’s been in our system and how long have they been engaged with us, and when was the first time they came into our system? And they may have used an email address four years ago, and who’s in a different one now, and so yeah so that that was a huge undertaking to put all that so um dip proximate amount of hours that you might have spend on that sure so we talked about that you know

I wish I kept a log because I don’t know exactly but I think that it probably took me a good fifty hours to to put my initial kind of all of those lists together and, then, after those 50 hours, I realized that’s along the way I had made a mistake and I don’t know where that mistake was that and so I had to start over again from scratch so I think I probably put another 40 hours in after that, it was.

Yeah, so and then one of the things that the thought processes is like what are you gonna do with the data and like Jerry mentioned so they they send emails.

For people to eat to keep them engaged do you know when there are events in certain parts of town and they also send postcards.

So it’s important to have the complete address so those are things that she was checking for along the way to make sure that they have enough information.

So they can send the postcards or when they don’t she was trying to get it from their website or reaching out you know, yeah, and in the data migration is a painful process it is an important step and and that’s why I really wanted her to share a little bit about that experience because I think a lot of times the small business owners, don’t don’t fully grasp. What goes into it?

You know that you’re on the other side of the this a significant amount of hours that you spend on it.

So what are the benefits sure?

No, I’m really excited with what we have and I’m and I’m happy that I took the time to do it.

I think that there could have been a more efficient way of putting the data together

But I now can segment all of my contacts by where their business is located and we run events.

Different in different parts of town and so I can now you know advertise my events only specifically the people who can attend or are interested in attending? I have lists that are segmented now by business types and industries and so we can market to people only for their interest or for their needs so.

Yeah, it’s it’s it’s was definitely worth the time so and they’re using the mission suite the mission suite is a Product sold by another firestorm member which is iam combo, so thank you.

Yeah, yeah and we all benefit, s firestorm members we all benefit with them having a better system because in the end and the more business owners we have in the network more it helps us out, so thank you.

.Yeah, thank you so much for sharing your experience with us. Thank you. Bye.

Step 5 to a Successful CRM Implementation: Maintain Communication

Hello and welcome to another episode of Mocko Mondays! I’m Kristen Ennis and this is step five in our series on the steps for a successful CRM implementation; and that is to maintain communication. Now maintaining communication throughout the implementation ensures that everyone stays in alignment, and knows where the project is at and also helps you to achieve the goals that you originally set out to accomplish.

Communicate early and often as well. Start by creating a communication plan so that everyone knows what to expect and where the project is at. This could be weekly, bi-weekly, or monthly meetings. Having a set schedule for the meetings creates the time and the space to talk about the project. What’s working out well, where you might be facing some obstacles, and also getting your team excited about the project and communicating your vision. Managing expectations is also a huge part of the process and a factor that you need to consider, because when you’re outside of the scope of the project everyone’s expectations are different and a lot of assumptions are made. Now systems do have limitations so you need to keep that in mind that to make sure everyone is on the same page. You need to manage those expectations and ensure that they align with the actual
functionality available in the system.

The more everyone is involved in the project, the more buy-in you will have in the end and this will also increase adoption.

Thank you so much for watching, the full blog post on this topic is available in the notes below if you would like to learn more about CRM implementations and what to expect, please subscribe to our Channel, and we will see you soon!

How Rise Above Is Managing Their Network of Contacts Better Than Ever

We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a overwhelming task for many but if you work with the right team, it becomes a less stressful process. Ultimately, the goal is to create a smooth transition that keeps sensitive data while providing some much-needed automated support via the CRM.