I was just recently asked, “What is the best CRM for my building company”?
Answering that question, without asking some qualifying questions would resemble responding to the following, “I do not feel well, what medication should I take?”
CRM, it benefits what ails you if it is applied in a manner that addresses your signs.
Handling building information has been the foundation of my whole career. As an outcome of that, I have actually been included with CRM execution for business with more than 200 users down to a small regional general contractors with 3 users. Each engagement is like a fingerprint, distinct.
There are a lot of fantastic systems available and frequently CRM can been seen as a ‘Silver Bullet’. Hint: It’s not and never ever is.
My reply to questions such as this is to utilize a workout parallel … “Purchasing a Treadmill does not get you fit. Nevertheless, its continued and effective usage can.”
The same with CRM with an emphasis on ‘ongoing and reliable use’. Getting to ‘continued and efficient use’ is normally where the fog rolls in.
A few questions that will help steer one towards a better solution:
Q: Do you subscribe to a lead generation service such as F.W. Dodge, CMD, CDC News, etc.?
Q: Who will ‘promote’ this effort towards its ‘continued and reliable’ usage?
Q: Will you need to be able to connect more than one business to an opportunity?
Q: Do you need to catch this? Why do you believe this is essential?
Q: Do you comprehend the distinction between a ‘Lead’ and an ‘Opportunity/Potential’?
Q: Will you be importing data from Excel, BST, Unity, Outlook or another system?
Q: Is your company big enough to be worried about territorial standards?
Q: What are you leading 3 objectives in carrying out CRM?
Q: Who will act as the business champion for the system and lead the charge for data standards, best practices and upkeep?
… and a lot more.
Having answers to the above will assist one towards a system that is better fit for a business’s specific needs. Picking possible vendors, vetting vendors, short listing suppliers, getting an acquired signed, designating functions for a corporate broad application and managing information standards can be the easy part.
No CRM? Is your CRM gathering dust? What are you waiting on? Many times, when pressed to provide an answer, some companies do not have the foggiest idea.
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