8 Steps to Successful CRM Implementation

Most flights of stairs have more than 8 steps, 8 steps to successful CRM implementation should be easy, shouldn’t it? Before we get to the steps themselves, you must understand that a successful CRM implementation is a workforce transformation programme and NOT just a technology or IT project. Two questions need answering before you can begin, “What does success in CRM look like?” and “How do you make it simple?”.

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Rising Costs and Labour Shortages – Can Business Automation Help?

With rising costs and labour shortages, business automation is ready to help shoulder the load. And it doesn’t have to break the bank. There is an interesting set of statistics in the current edition of the FSB magazine (First Voice, June-September 2022, p9). It shows that small business confidence is down from +18 to +15, Q1 2021 to Q1 2022, however, this varies from sector to sector.

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Automate Your CRM with Zapier

Automation is already a reality in many workplaces and using Zapier to automate your CRM can save you time and allow you to focus on what really matters – growing your business. Its expanding popularity stems from its ability to automate thousands of processes on a large scale. Integrations are the new building blocks for a better user experience as digital companies seek solutions to meet increased demand.

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Understand Your Customer: The 5 W’s and the Magic H 

Taking the time to understand your customer as well as their needs is vital for any business. Over time you will find specific ways of getting to know your customers, but could you make this process more efficient? Here at Collier Pickard, understanding our customers is key to our success. To do this we focus on the 5 W’s and the magic H. Not sure what these are? Let us explain. 

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CRM Help: Making CRM Succeed

When it comes to making CRM succeed, what do you need to keep in mind? Selecting the right CRM, while key, is not the only factor in determining how successful your CRM journey will be. So, you might ask, ‘what else SHOULD I focus on? To ensure your business reaps in the full benefits of CRM here are our key points to consider.

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5 Ways a CRM Consultant Can Help You Decide Which CRM is Best 

Deciding on the best CRM system for your business can be challenging. Without the right understanding or help, you could invest in the wrong system costing you thousands, tens of thousands or even more. Today, we will go through the top 5 ways a CRM consultant can help avoid these issues.

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