Sometimes, when you are trying diligently to get to your ultimate CRM destination, the temptation can be to really ‘put the pedal to the metal’ and try to get there as quickly as possible. The problem is that when you speed through your CRM rollout,
While focusing on your ultimate CRM destination is, of course, important, it can also be beneficial to check out the scenery along the way. In your CRM planning, recognize that you need to take a little time to smell the CRM ‘roses’ and relish your successes to ensure the journey is sweet.
Sometimes when you are on your CRM journey, you may get turned around. You may even feel like you have lost sight of your destination. It can seem as though you’ve passed the same landmarks over and over again without making any real progress.
If you don’t know where you are going, how in the world will you know when you get there? This is some sage CRM success advice. This is also the reason that for every CRM journey – from international adventures such as a full-scale firm-wide roll-out,
It’s always more fun to travel with a friend, so you may want to invite some CRM users and other folks along for the ride. CRM is a team sport. Trying to go it alone is not only incredibly painful – it’s impossible.
So what should you pack for your journey to CRM success? First I would start with some patience. CRM success is rarely instantaneous, and if you are in a hurry to see immediate results, you are often going to be sadly disappointed.
As your CRM implementation ‘grows up,’ there are a whole lot more numbers or CRM metrics that become important. You have to keep your system healthy as it becomes more ‘mature. You certainly don’t want your CRM getting ‘age spots’… or losing its ‘vision.’
The CRM success goals you set should be measurable, achievable and agreed upon by the firm’s key CRM stakeholders. They should also be relevant. In a law firm, that means saving time, solving problems or, best of all,
To really achieve results and ROI with CRM, you have to put metrics in place to enhance and track success. It’s a fact that what gets measured gets done. As an added benefit, achieving goals can give everyone involved a feeling of accomplishment so they appreciate that the project is progressing and their time and money hasn’t been wasted.
At Valentine’s Day, it’s hard to resist a few candy references. So, as the rollout progresses, you may think you have this CRM project licked. In fact, you may even start to think that sweet success is so close you can taste it.
There are also some good numbers that can be used as proxies for CRM success and progress, especially during the initial stages of a CRM rollout. This is a time when it can be a bit premature to try to count actual Clients or dollars in the door.