While
the implementation of CRM software will yield immediate benefits, the
clients that experience the most success give considerable planning as to
how the software will impact their business.
Following
is a list of questions you may want to ask yourself if you are considering
CRM software or evaluating consulting services.
What
will my team do with this? What activities do you want your
staff to perform using the system? Complete and record activities and
notes? Mass mail? Mass e-mail? What type of information do you
need in a marketing database? What information do you want to capture from prospects when
marketing?
What
you "want to do" will drive the design. Design the system before
roll-out to keep frustrations at a minimum.
Who's
my internal go-to person for this system? Who should be the
administrator? Who will my staff contact when there's a problem? Who
should coordinate future functionality and design changes? How much time
can I afford to distract that person from their current day-to-day
activities? Do I want that person to spend their time designing the system
when I can pay someone else that can do that for me?
Give
your staff one contact with whom to work. We'll support that person in
resolving problems and keeping things going.
What
kind of information do you want out of the system?
What manual reports can now be
automated with the information collected in GoldMine? As a manager,
what summary information do I want on my reps activities? As a rep,
what information do I need to sell to my prospects?
Eliminate
duplicate data-entry and reduce your workload by generating reports
directly from GoldMine and HEAT.
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