Your CRM Journey – Part 4: The Map- By Christina R. Fritsch JD, Founder and CRM Success Consultant
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, to simpler treks like CRM enhancements, upgrades or data projects – you are going to need a good map or CRM plan.
Of course, because CRM is a journey – and one that never really ends – you can’t really ever hope to ‘get there.’ But without a map, you won’t even know whether you are making progress. In fact, you might not even be aware if you are covering the same ground multiple times – or even going in circles.
Your CRM Plan is Your Map
Before embarking on any CRM journey, you need to really think about where you want to go and the best way to get there. Because CRM often requires consensus building and behavior change, you may find out that the best way to get from point A to point B is not actually a straight path, but rather a winding road. You may also learn that because things are always changing, even the best maps often have to be revised. Heck, 29 new countries have come into existence since the 90s. (Really, how many people have even heard of Turkmenistan – forget about finding it on the globe?)
You will also want to consider points along the way where makes sense to stop, rest, regroup – and revisit your CRM plan to plot your next move forward.