7 reasons why your crm isn't working

10
SEVEN REASONS WHY YOUR CRM ISN’T WORKING… www.ebsta.com @ebstahq linkedin.com/company/ebsta THE

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Post on 14-Nov-2014

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Implementing a CRM can be a difficult task with many hurdles in the way of success. To help you avoid the obstacles we have made a short presentation of 7 reasons why your CRM isn't working.

TRANSCRIPT

Page 1: 7 Reasons why your CRM isn't working

SEVEN REASONS WHY YOUR CRM ISN’T WORKING…

www.ebsta.com @ebstahq linkedin.com/company/ebsta

THE  

Page 2: 7 Reasons why your CRM isn't working

   

   Allocate a leader. Someone who is responsible for implementation, teaching best practice, auditing quality and setting the guidelines.

HAVING A DEDICATED ADMIN

Page 3: 7 Reasons why your CRM isn't working

   

How can you you streamline your business processes? How can you provide better customer service? How can you make every department more effective? You won’t without a clear path.

LACK OF OBJECTIVES

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CRM must be embedded into daily processes from the top down if it isn’t in the CRM, it doesn’t exist!

VIEWING CRM AS A PIECE OF TECH RATHER THAN A METHODOLOGY

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INCORRECT RECORDS Keep your data tidy! Delete duplicates and monitor data quality.

Page 6: 7 Reasons why your CRM isn't working

           

Make the process as simple as possible customize fields to fit your business, and plugins that drive productivity and organize training sessions to improve skills.

THE INCREASED LABOUR

Page 7: 7 Reasons why your CRM isn't working

       LOW EMPOWERMENT Get your users involved and give them ownership of the project. Make sure the employees and managers are motivated and understand how CRM can help them.

   

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LOW COMMITMENT Be confident in your application of CRM and stick to it. It’s not a small change and takes commitment in order to make it work.

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Great CRM strategy is paramount to running a customer focused company. We hope you enjoyed these tips.

PROBLEM SOLVED

www.ebsta.com @ebstahq linkedin.com/company/ebsta

Page 10: 7 Reasons why your CRM isn't working

SEVEN REASONS WHY YOUR CRM ISN’T WORKING…

✔ View customer records alongside LinkedIn profiles ✔ Get alerted when LinkedIn profiles match a Salesforce record ✔ One click to open in Salesforce ✔ Completely free. No credit card necessary

www.ebsta.com/free

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