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CRM - Success Within a Business

March 24, 2015 // Posted by Nick Pataro

With CRM tools you as a business owner/person no longer have to remember exactly what was said between you and Betty Boop 5 months ago the last time she bought one of your products. You have Customer Relationship Management (CRM) software options that help keep your sanity, and that of your loved ones, within normal levels. These tools are like a never ending memory bank for all of your valued customers! How did businesses get by without CRM’s? Memory like an elephant I presume.

It doesn’t take a genius to see how helpful these tools can be, so why do we see more often than not, that businesses are abandoning them? A colleague said to me the other day, that once we solve adoption, we’ll change the world. I completely believe him, and you should too.  But your CRM tool is only as good as the info you put into it.


Here are our top strategies to get your teams on board with CRM:

  1. Investment (not just the green stuff).

We’re talking training here. When you get into your shiny new CRM, put up a solid investment with either time, money, or both to get your staff all the training they need. Even the best CRM will fail when not used properly. Pay your provider, or pay a staff member to learn the system and dish out training to all departments of your business. 

  1. Create “Gurus” (and put them into upside down trees)

Each department within your business is a specialty group and there are specific Screenshot 2015-03-19 18.06.59.pngfunctions within your CRM that each group deals with directly. To get the departments using your CRM, it is essential to coin a “guru” or a master user for each department. These guru users will lead their department by relaying best practices, training tips, and feedback from upper management.  

  1. GURU Think-Tank

Now that you’ve got all of these gurus, why don’t you put those magical heads together and see what they come up with. This is where best practices will be established, effectiveness will be gauged, and collaboration between modules of the CRM will connect. Even a 30-minute meeting at the beginning of the month can drastically increase usage and productivity within your CRM.  

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  1. Leverage Intelligence

Finding strengths and weaknesses within a company can be a touchy subject. One that might bring more emotion to the table than effective conversation. The right CRM will have reporting tools to give you the intelligence you need about items like where you’re finding prospects, the length of a typical sales cycle, what is your conversion rate on email marketing, and many more. This will help you determine when and where you need more resources.  


Even the best tools are useless if left untouched. Make sure that your CRM investment is taken seriously by your staff and implement a plan for usage and adoption.