A successful CRM needs five important figures.
We have previously seen why a CRM is useful and what are the main types.
Let’s now assume that based on the corporate strategy it was decided to adopt an internal CRM system. Yes, but at this point what remains to be done?
It remains to identify the “team” of managers for a successful CRM.
Since the implementation of a CRM is a kind of journey, here is the best team to face it in the best way and get all the possible benefits.
A successful CRM needs an enthusiast.
That person who understands the reasons why CRM is a great idea and has an innate statistical spirit, knows the main results, the graphs and the numbers that put CRM in a favorable light. Usually this person is a project manager who loves to experiment with new ways of working to achieve better results.
Successful CRM needs a skeptic.
Most likely this person coincides with the sales manager. The person who wants to sell, here and now.
His contribution (and his criticism) is fundamental because it will remind you of things that may have been overlooked. Above all, it always stresses how CRM should be regulated according to the company’s needs and business objectives.
Successful CRM needs a charismatic leader.
Which is probably the CEO, who demonstrates his personal commitment to the new project by incorporating CRM into his daily communication with employees.
Successful CRM needs an IT person
Because the technical side of the software is important and the resolution of any installation and implementation problems is fundamental. If he is also a good person to teach, it will already be easy and exciting for everyone to adopt the mechanics necessary to manage a CRM.
Finally, a successful CRM needs a test person.
It can coincide with a sales employee who in his daily activities certainly has the opportunity to deal with the workflow, settings, categories, fields and other data. He will try all the buttons and ask hundreds of questions. Use them to implement the answers that will then help him and everyone else involved in the processes to bring CRM to work and make sense … even for the skeptic.
In short, a successful CRM, as we said a few articles ago, needs a team. Because it is not a software, but an approach to working in the company seen as a team that shares results and objectives. And it goes fast.
