In today’s highly mobile market, up to 30% of a firm’s CRM contact data quality can degrade each year. People get hired, fired, promoted and change jobs; they move and change addresses; they get married and divorced;
Once the outside structure of your CRM is solid, it’s time to think about the infrastructure within your CRM system. How will the information need to flow within the system and externally? What types of connections or integrations will need to be installed to pipe the information where it needs to be?
Once you have a solid CRM foundation to build upon, it’s time to begin building out the CRM framework for your system. Of course, the building blocks for every CRM are the contacts, including both people and companies.
How solid is your CRM foundation? Once you have a concrete strategy and have formed a plan, you need to build a solid CRM foundation to ensure long term success. Doing this type of ‘groundwork’ will ensure that your CRM implementation and structure will stand the test of time.
Selecting the right CRM Builder is much like choosing the right team to build your house. We’ve all heard horror stories about dealing with bad contractors. Without the right building partner, you are likely to get a house that takes longer and costs more than you imagined.
CRM success starts with a CRM plan. Once you have invested the time to articulate the initial ideas for your new CRM home, share your thoughts with your CRM consultant or architect and key stakeholders in the organization, and put your CRM plan on paper.
Building a home – and configuring a new CRM system – are complex projects. For both, it typically makes sense to bring in an expert to help plan the project. Just as it makes sense to hire a skilled architect to create the blueprint for your new home,