If your business is not using CRM software to record client data and manage customer relationships, then your business is losing out on a lot of potential revenue and improved business processes.
Over the past few years, the CRM market has grown so rapidly that they have now overtaken the database management systems (DBMSs) market by revenue in late 2017 and expected to increase to $85 Billion by 2025, growing at a rate of 12% per year. (Source)
Without good planning, strategy, and the buy-in of key parties, any good idea, no matter how good, can lead to apprehension amongst the people it’s meant to help.
Before adopting a new CRM, it is important to ensure that all stakeholders understand the scope of what is being proposed, the process, and the risks involved.
For these reasons, it’s imperative that you introduce and communicate the idea of a new CRM with due diligence.
Different stakeholders usually use CRM differently, depending on the role they play within the company, and as such it is imperative that every stakeholder or business unit is represented from the initial stages of the CRM adoption process. This process should ideally be led by an experienced CRM consultant, to avoid jeopardizing any valuable data in the process.
Unless all stakeholders have a buy-in into the CRM adoption process and clearly understand why it’s necessary to migrate and how the CRM can resolve their most pressing issues or meet their expectations, you risk the success of the CRM adoption process.
Whether the goal is to improve sales, boost efficiency, or functionality, every team involved should decide which data is most valuable and worth reporting on.
The right CRM can literally change the way you do business, and improve productivity on all levels; however, choosing the right features which enable your team to do more and better can be a daunting task.
As primary users of CRM, it’s advisable to get as much input regarding the must-have features, expectations, and functionality levels from the sales team expect.
At the core of all CRM practices, what matters most is the kind of data you are collecting:
Such information is crucial in making sure that the interactions which follow next between customers and clients are as precise and relevant to clients as possible.
Before migrating to any CRM, it is necessary to ask how it will impact the company as far as operations, processes, sales, revenue, adoption, and leads are concerned.
HubSpot is an all-in-one platform for integrating CRM into all your Marketing, Sales, and Service efforts.
It allows organisations to bring all the tools they use to support their marketing under one umbrella that shares the same data.
One of the best things about it is the fact that it automatically populates itself as you work in your email box and as clients engage with your marketing campaigns and site content.
This ultimately frees up a lot of time for salespeople to focus on the things which matter most; selling.
Also worth noting is that HubSpot is free to use.
Without a clear and effective implementation process for a CRM technical migration, you risk losing the buy-in of all the relevant stakeholders.
This means that you should understand & have a map of the existing data architecture, decide on a migration team structure, and have a guiding checklist guiding you through the process.
Data architecture mapping should address all the relevant questions such as:
Without a capable team structure, you risk having a failed CRM migration or low adoption rate. A good team structure should determine who the team leader is, who’ll be accountable, and who should be consulted or informed about progress.
Your user adoption journey starts long before users actually interact with your product or platform. User adoption involves making sure that every time an individual or an organisation needs to tackle a task, they consider your solution as the go-to application.
Take Your Company To The Next Heights. Get Started With HubSpot Today. Contact Mo Agency.