It doesn’t matter how you end up getting into the CRM pool. Whether you step, walk, jump, dive or even belly-flop into the water, once you are there it’s sink or swim. Soon after you’ve taken the plunge, it suddenly becomes very important to find a way to stay afloat. Once you have made the CRM investment, you’re committed, for a lot of reasons. (By the way, if you haven’t yet done these CRM basics, you need to – right away.)
- You’ve spent a lot of time, money and, often, credibility.
- You’ve convinced the firm of the importance of purchasing a system.
- You’ve juggled budgets to get the money for the necessary software, hardware and staff.
- You’ve entered into a multi-year ongoing relationship with a CRM provider.
- You’ve partnered with IT to utilize some of their resources.
- You’ve hired an internal or outsourced data steward.
- You’ve had your data quality evaluated to figure out how much it will cost and how long it will take to clean up.
- You’ve put communication and training plans and incentives in place.
- You’ve committed to the change management that will be necessary to successfully roll out the system.