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Take Your Time: The Value of a Phased Approach to CRM

Take Your Time: The Value of a Phased Approach to CRM

Brian Gardner No Comment

One of the most common reasons that CRM fails for industrial sales organizations is because they try to do too much, too quickly.

I encourage you to start slow and grow. Don’t try to do everything at once.

A phased approach to implementing CRM, with an eye on key pain points, can simplify the process. In fact, if you try to do everything at once, you’ll likely spend too much and your team will feel overwhelmed.

Break your implementation into four phases, with the first being the actual technology implementation, and the remaining three covering about 30 days each, depending on your needs. Decide what you’ll focus on first – again, keep things simple, starting with the most basic functionality – and build from there after your team has mastered those tasks and experienced their value.

Training is a key part of onboarding. Learn why training should not just be a one-time event.

SalesProcess360 can help your organization select and implement a CRM system. Give us a call at 504-355-1150 or email sales@salesprocess360.com to learn more.

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