Does Your CRM Align with Your Process?

Defining a clear and winning sales process in CRM to increase sales

From company products and services to new memberships at associations, business owners, executive directors, and managers are always looking for ways to increase sales.

Increasingly, they are looking to new technology. So they spend a bunch of money implementing a fancy new customer relationship management system (CRM).  After this shiny new piece of pretty technology has been in use for a while, they are usually frustrated that sales did not increase as expected.  Why?

The answer usually relates to:

  • How the CRM system was set up
  • The way staff and management use the CRM.  That is, if used it all.

CRM systems frequently fail because they are too difficult or too complex to use.  They don’t provide near enough value to the sales staff for the effort it takes to use it.

5 ideas to help align your sales process with your CRM to increase sales

  1. Define your process in advance.  Document your sales process before you implement a new CRM.  This idea isn’t new and it seems fairly straight forward but you would be surprised by how many organizations we help that still use old outdated sales processes.  When asked why they do a particular task the way they do, the answer is “well, we have always done it that way”.   Instead of keeping the status quo, attempt to dig deeper into each critical step of your sales process and evaluate if that process is still effective.  Defining (and often redefining) the business process in advance helps to best align the CRM to leverage your process.
  2. Define your process with no particular CRM product (or system) in mind.  Whenever possible, attempt to flush out the true process from the technology.  Doing this helps you avoid making assumptions of what a new CRM system can and can’t do.   You will also steer clear of any outdated tasks or processes that may have been previously included as the result of limited functionality.
  3. Start with the end in mind.  When deciding on what data to collect as part of your process, envision what you want in your reports and analytics.  By working backward from reports, you ensure proper information is captured.
  4. Involve Key Stakeholders.  The responsibility for implementing new software at an organization sometimes falls on the IT staff (the techie folks).  There are many very capable technical people at companies, but the chances of aligning your unique process to the new CRM system is greatly reduced if left solely in their hands.  If a company has technical staff, they will at times want to install and set up new software on their own.  After all, it’s just software, right?  In reality, that is not exactly fair to the IT staff as they can’t read the mind of an executive or a staff person.   When it relates to rolling out a new CRM system, it is essential to involve key company stakeholders to help define the business processes.  In addition to gaining involvement directly from staff and management, it is helpful to form a team that can accurately represent each specific area of the company as it relates to and affects the sales process as a whole.  It is also important to involve and get executive buy in.  Defining the sales process with executive involvement helps provide clarity and transparency. Projects are much more likely to succeed with at least one executive sponsor on the team.
  5. Stay realistic.  As they say, don’t try to boil the ocean.  As it relates to the new CRM system, attempt to create a realistic sales process and KISS it (Keep It Simple). Once the sales process is defined, focus on the top success factors you want from a new CRM solution and organize the project around those drivers.  If you think you are biting off more than you can chew, divide up the CRM project into phases with a more basic phase first that provides a foundation upon which to grow.   Lastly, be sure to communicate to your staff realistic expectations and timelines.  Staying realistic and setting clear expectations helps ensure user adoption and overall project success.

By defining your sales process, you can then configure and align your CRM.  Sales people tend to use systems tailored to the way the work.   Sales teams can then better manage the entire sales process to increase sales.

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About WillSlade

Sharing my ideas and opinions related to technology - in particular Microsoft Dynamics CRM.
This entry was posted in CRM, SystemSelection, Uncategorized and tagged , , . Bookmark the permalink.

5 Responses to Does Your CRM Align with Your Process?

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