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Sounds obvious but it’s surprising to me how many people don’t have a plan when they say oh we’re going to implement a CRM or we’re going to re-implement our CRM or we’re going to focus on it. Your strategy will continue, and I hope that I can help you with that journey!įirst of all, it is very important to have a written plan.
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First of all, I would put it this way: CRM is not a product it’s not a piece of software.
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And I’m often, often just astounded when I ask people what their strategy for next year is, and they say, “We hope we’ll sell more.” Well, that’s actually not a strategy, so I’ll share with you a little bit about topics and concepts on how to create and execute your CRM strategy. One thing: I hate to shatter your illusions or surprise you, but I’ve got to tell you that hope is not a strategy. Our CEO is fond of saying that our management doesn’t pay your paychecks, our customers do, so this is really all about being customer-focused and having a strategy to execute on that. One of the main reasons is that, I think, by helping people be successful, we become more successful. We’re going to be covering a lot of ground in a short amount of time, so I’ll move fairly briskly, but I do really enjoy sharing all this with the folks on the call today. I’m the director of sales for Avidian Technologies, and the topic today is how to create and execute your CRM strategy. It’s one of the most important topics for anyone that is either considering implementing a CRM, or maybe you’ve already implemented a CRM and you’re interested in the topic of developing a CRM strategy. Ladies and gentlemen, members of the press, all my fans, friends, family, clients, and prospects out there, welcome to the program today! I am delighted to share this topic with you.
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