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.

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 Mockoconsulting.com 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.

One example of a successful transition is our work with the nonprofit Rise Above COLORADO Focused on preventing drug use in teens, Rise Above COLORADO had a substantial network of contacts that needed to be maintained. Unfortunately, the database they used to store contacts for fundraising become unavailable. This meant that they needed find a new home for their data without losing anything important in the process.

Rise Above COLORADO did their research though, and learned about Salesforce and its Nonprofit Success Pack (NPSP). Through the Salesforce Foundation, nonprofit organizations are able to use Salesforce for free and can allocate up to ten users. This was a great option and Rise Above COLORADO quickly took advantage of the opportunity. Sounds easy enough, right? There was a new database now, so crisis averted!

Unfortunately, that was not quite the case. There was also the critical issue of getting all of their important, historical data into Salesforce. This included previous years’ donations, as well as all of the teachers and teens they had been working with thus far. This is when they contacted and ultimately engaged us.

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5 Business Apps to Get Started as a Solopreneur

You knew in your bones you could make it on your own as a consultant or subcontractor. You were tired of using your skills as someone else’s employee, so you decided to start your own business.

Now you have mixed feelings. You’re relieved, because now you are your own boss. But perhaps you are also overwhelmed. You might have scared yourself, thinking: How do I get started? How am I going to do this? Help!

Is this you? Well, you’re lucky! Until just a few years ago, small business owners had to get it all done using Microsoft Office and QuickBooks. Now, because of the cloud, all kinds of apps exist to help you manage your business. Some of these apps are available for free, others for a low cost.

I believe small business owners should use apps that talk to each other. Having one centralized database where you can see all the details of your interactions with your clients is a great way to manage your business.  Helping small business owners achieve this is why I became a small business CRM (Customer Relationship Manager) coach!

Connecting the dots on how to get started with the right business apps as a solopreneur.

© Can Stock Photo / stevanovicigor

Build a list

Keep in mind: small business is community based. That being said, it is essential that you start tracking the people you meet at each stage of the relationship building process from day one.

Start by building a list of the people you meet while you are out there networking and talking about your business. How do you do that? You might as well start off on the right foot, by using CRM - Customer Relationship Management.

Insightly CRM is a great option for consultants.  Why? Because Insightly allows you to manage your contacts, create a sales pipeline to track your potential clients, and track your projects and tasks. And you can get started for free. Can’t beat that.

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Step 3 to a Successful CRM Implementation: Getting Your Data Ready

Hi, this is Lidi Mocko with Mocko Consulting, and I'm here for another episode of Mocko Mondays. Today, we're going to talk about the CRM implementation, more specifically how to organize your data for the implementation process.

We have a full playlist on CRM implementation, so check it out on our YouTube channel.

Ok so you're ready to move forward with your CRM implementation. The very first thing you need to think about is, where is your data coming from? Where are you getting it? Is it from your Outlook, is it from business cards in the drawer, or is it from your QuickBooks? So you need to get that ready. Remember your past clients- it's a lot easier to sell to them than to new clients, so don't discard your contacts that you have in QuickBooks. Make sure you pour them into your CRM system, and keep in mind how you are going to segment your clients and your contacts.

Remember, small business is very community based. It's very community based. So you do need to track at the very minimum customers, potential customers and network connections, because your network connections can refer business to you. Before importing the data you need to create tags and/or custom fields that will allow you to easily segment, just so when you send communication you're sending specific communication to a specific list that you're targeting. You know after you import the data, you need to review it and make sure that the data looks accurate. Make sure that you get rid of duplicates. And in this phase, don't carry it all on your shoulders. Enlist your team. Make sure that other people in your organization are helping to review that data. It's very important because they are only going to trust the system if they can trust the data. And it's only fair that they help? Next week, we're going be talking more about how to customize your CRM for your business. We also have a link to our full blog post in the notes below and we would love to hear from you if you like this video. Please share and subscribe to our channel. Thank you.

Step 2 to a Successful CRM Implementation: Engaging your Team

Hi, I'm Kristen Ennis here with Mocko Consulting and this is step two in our series on how to have a successful CRM implementation. And this is about howto engage your team.

We have three quick tips on how to go about this, because it's very important for you to understand that one of the biggest challenges for your CRM implementation phases is adoption.

If your team doesn't use the system you're not going to get as much value out of it. So how do you combat this?

Well, tip number one we'd suggest you play detective. Who on your team is excited about having a system to track things and stay more organized? Also, is there anyone on your team who has used a CRM before and would be willing to share their experiences? Ask their help! See if they'd be willing to champion the project.

Tip number two: create the time and the space to talk about it. Communicating and hosting meetings throughout the process is essential for the success of the implementation. And a good place to start is to have a project kickoff meeting. Once you know what your team's requirements are,  the more insight you'll have in selecting the right solution for your business. Also this will allow you to ask the right questions to vendors or consultants who might be helping you throughout this process. These meetings and discussions are not only helpful for team members to learn quick tips and tricks from each other, not to mention it's also a great team-building activity.

Tip number three: address their concerns! tip number three address their concerns! Your culture is going to change and their jobs are going to change. If they feel like their voice is heard, they're more likely to stay engaged, and then it'll also help you to understand how you can make their jobs easier. Also be transparent.  It's a good idea to build a team from a variety of different roles to provide great perspectives on the project. A CRM is not going to be like your accounting system where everyone knows that It's just the system that they're going to use and it's not as flexible.  With a CRM you have many solutions available and you can customize it to align with your business processes, not the other way around.

So, overall engage your team to outline what your vision is for the system and be sure that everyone understands how the implementation aligns with the strategic goals of your business.  If you know anyone who is preparing for a CRM implementation, please share this video. Also if you have any questions, or would like to share your insight on a CRM implementation, we'd love to hear from you in the comments below.

Up next in the series is step number three of the process, which is how to prepare your data for a CRM implementation.

 

Step 1 to a Successful CRM Implementation: Lead by Example - Mocko Mondays

Hi, I am Lidiane Mocko, and I'm here for another episode of Mocka Mondays. This is the first of a series of videos with the steps for successful CRM implementation. Your business is growing, your team is growing, and you know Outlook and excel are not enough to keep track of your clients You have chosen your CRM, and you're ready to move forward. How do you get started? Well the first step in this journey is to lead by example. Show interest in the implementation process. Stay engaged. Share with your team how you envision the system helping the organization. We also have a warning for you.

This is a significant change, you should be prepared to wear your change management hat. Just like most changes there will be resistance. The two main types of resistance we want you to be aware of our skepticism and fear that the system will be used to micromanage their work. How do you address these forms of resistance? Well, for team members that are skeptical you learn from it. Have the implementation team work with them to learn what they're concerned about Ask your implementation team to show them how their day-to-day work will change with the new system. In this process they might identify gaps that are not being considered for your implementation. This process is good for team, and it's good for the implementation team.


On the other hand for team members that are concerned about being micromanaged, share with them that the goal is not to micromanage anyone the goal is to have more visibility to support them better in their roles and to grow the business. I'm sure they want to grow your business as much as you do. Thank you very much for watching and we hope this information was helpful, you can find a link below to our full blog post on this topic and Please subscribe to our channel and join us next week to learn more about how to engage your team in a crm implementation! Thank you!