Understand Your Needs Identifying Core Objectives Before diving into the world of Customer Relationship Management (CRM), I found it incredibly helpful to take a step back and consider what I truly needed from this tool. Just like any relationship, it’s essential to know what you want. Are you aiming to boost sales? Improve customer service? […]
1. Define Your CRM Goals Understand Your Business Needs When I first sat down to implement a CRM system, I quickly realized the importance of understanding my business needs. It’s like trying to make a dish without knowing the ingredients. I took the time to chat with my sales and marketing teams, asking them what
Understanding Your Needs and Objectives Identify Key Objectives When I set out to implement a CRM project, the very first thing I did was to define what success looked like for my business. What were we hoping to achieve? Increasing sales? Enhancing customer satisfaction? You need to know what you want before you can get