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Step three when setting up a CRM system: Deliver Transformation Our May and June articles took us on a journey with our customer Laura, owner of Professional Content Writing Solutions. We explained how we went from a consultation to identify her business goals and discuss a sales funnel design that would help her select the
Step two when setting up a CRM system: Select and DevelopMany of our clients already have a CRM system. Still, they never went through proper implementation, resulting in confusion about using it effectively and realizing a return on investment. In our previous article [Step One: Design Strategy], we walked through choosing a CRM product to
Step One when setting up a CRM system: Design StrategyYou’re a small company that serves other businesses (B2B), you have been operating for more than a couple of years, and your organization is growing. It’s time to use a technology tool to track new leads, business partners, and current clients. Using the right Customer Relationship
If garbage goes in, then garbage comes outYou have worked hard to configure your CRM system for your business, and you are growing – congratulations! You’ve hired additional people, and they’re all working hard to grow the business and gathering new leads, contacts, and opportunities. Your CRM system seems to be serving you well, but
Old habits die hardAre you a small business owner who has attempted to implement a CRM system but continues to use spreadsheets? You’re not the only one.We often work with business owners who have tried to set up a new CRM system on their own, get parts of it working, but fall back on old
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