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.