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SIX REASONS WHY YOUR CRM

STILL ISN’T WORKING (PART 2)

Have you read part 1, the 7 reasons why your CRM isn’t working? Just head to our

profile and you'll find part 1 there.

FIRST THINGS FIRST…

SO, WHY ISN’T YOUR CRM WORKING?

SO, WHY ISN’T YOUR CRM WORKING?

1. IT’S THE WRONG SYSTEM

Recruitment, finance or sales, there is a CRM system or plugin for every industry. Don’t settle for standard, get your CRM tailored to your business.

   

It’s important to use SMART (specific, measurable, assignable, realistic, timed) objectives. There’s no point in shooting for a goal that doesn’t exist!

2.YOUR GOALS ARE UNREALISTIC

3. IT’S NOT PART OF YOUR WORKFLOW

Flicking between data and your work tasks will drive you mad! Put CRM in the places you work.

   

Adding new records is boring and updating them isn’t much easier. Make sure your team know how important data maintenance is.

4. YOUR DATA IS OLD

5. THERES NO COLLABORATION

It’s takes two to tango but a whole team for CRM success. Add notes, reference and collaborate to build a wealth of information. Without collaboration your CRM is just a spreadsheet.

   

Lead by example. There’s no use in telling your employees to use CRM if you aren’t showing them the way.

6. THE BOSSES AREN’T USING IT!

MISSION ACCOMPLISHED

It’s one small step for CRM implementation and one giant leap for your business. We hope you enjoyed these tips.

SEVEN REASONS WHY YOUR CRM ISN’T WORKING…

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