Starting from the very needs of your business, designing sales processes into CRM.
Starting from the very need of users and customers, leverage help as a business differentiation
Engage with audiences anytime by tailored messages
Reporting is paramount to measure performance.
Set an As Is analysis to clarify how the organisation works and what workflows may benefit of an efficiency improvement.
Only after that it will be possible to develop a full picture of the company’s workflows and procedures. Then proceed planning the stages and designing functions and features in the digital tool, considering all the possible improvements.
First time it did in 2002 and you may think: “ok that’s old”, then another report was published in 2018, not that long ago. “In 2017, CIO magazine reported that around one-third of all customer relationship management (CRM) projects fail. That was actually an average of a dozen analyst reports. The numbers ranged from 18% to 69%. Those failures can mean a lot of things — over-budget, data integrity issues, technology limitations, and so forth. But in my work with clients, when I ask executives if the CRM system is helping their business to grow, the failure rate is closer to 90%.”