Business Ideas & Updates

Have you spent plies of money developing compelling marketing only to fail in getting the customer leads required to successfully convert into new business revenue?

It's easy to get caught up in the many aspects of your marketing only to leave the sales activity lacking or not working in a unified way.

Let Unity Management show you how to create a marketing and sales system that works directly with your marketing initiatives to deliver the results you are looking for.

Don't miss out on reaching your sales revenue targets in 2012. Call Unity Management for a no obligation discussion about your marketing and sales on: +612 9011 5220.

Customer relationship management (CRM) is a widely-implemented strategy for managing a company’s interactions with customers, clients and sales prospects.

Selecting the right CRM for any business is critical and clients ask me regularly what is the best way to go about selecting a CRM. The following is an outline to help choose and successfully implement a CRM for your business.

Firstly, identify clear metrics around how your business will improve using the CRM. For example, is it to be used primarily for building a sales pipeline? Or is it to increase internal office communications and efficiencies? Or is it to streamline productivity using quoting, procurement and filling customer orders on time - or all of the above? 

Without a clear definition and focus for CRM selection and implementation your choice may be lacking and costly to your business.

Six Steps to Successful CRM Selection

1) define the purpose and business benefits of using a CRM
2) define, develop and document the business systems and processes in advance of choosing and purchasing your CRM 
3) put metrics in place and project various business improvements scenarios for both hard and soft measures/metrics, for example: hard metrics may include: lead conversions, revenue increase, quotes submitted | soft metrics may include: customer interaction, team communications, ease of reporting
4) calculate the businesses ROI (return on investment) over a 1,3 and 5 year period from using the CRM
5) provide your prospective CRM vendor  with a requirement brief specific to your business needs so they can cost and estimate the necessary project implementation time – you need to not only know how much the CRM will cost financial but also clearly understand how much the setup time will take you out of daily operations
6) make sure the price is fixed with all programing and customization considered as much in advance – software companies are notorious for finding unexpected bugs in the system and projects often take much longer than anticipated

These are just a few tips to consider when selecting a CRM for your business. Questions?