Customer Relationship Management (CRM) platforms can be a dynamic driver in business growth and efficiency; however, a shocking number of implementations are considered unsuccessful. This is due to a number of reasons ranging from an initial misunderstanding of what a particular platform does or is capable of, to the false expectation that a CRM is a magic-wand solution for all kinds of business challenges.What you’ll get in this articleThe goal of this article is to highlight CRM problem areas and offer solutions to make sure your business is getting the most out of your platform, maximizing its value to your team and your bottom line. Far from a “set it and forget it” tool, a CRM requires a new way of thinking, a commitment to company-wide adoption, and ongoing optimization. It’s important that your CRM has its pulse checked every once in a while. It was a big decision and a big investment, so you should be periodically checking in, and asking yourself:
- Are you happy?
- Is your CRM delivering against your business objectives?
- Have those objectives changed?
- Is it making your team more efficient?
- What products or services are driving the most revenue?
- What campaigns have been most successful?
- How healthy is my business development pipeline?
- What’s my inquiry to enrollment/appointment/conversion rate?
- Are my clients satisfied?
- What were your goals?
- What specific problems were you trying to solve?
- What were the pain points of different team members, and how did this tool address them?
- Then ask yourself (and be honest): are people actually using the tools that were supposed to solve these problems?