SlideShare a Scribd company logo
1 of 7
Things You Should
Take Into
Consideration
Before Investing in
CRM
You have to analyze both the
advantages and disadvantages
of implementing this kind of
Service.
You have to know if this is the
best option to boost the
productivity and increase the
sales results.
Set the goals
The goals must be in concordance with the real power of the company.
The objectives must be countable and easy to track, because this way you
will be able to review the results.
What does your sales cycle need?
A CRM system can
provide a lot of
reports, but you
have to know how
to use the
information given
and the most
important, you
have to know what
information you
expect to receive.
It will not be
helpful if your
CRM System
provides you a
huge number of
reports that are
basically useless
for your purpose.
Therefore, you
have to prioritize
your objectives
and see what
suits you the
best.
Is it easy to use a CRM system?
When you collect a lot of data
about companies, contacts and
you have to be careful what you
have talked with each other, the
things are getting a little bit
complicated.
Returning a call to a contact that you have
talked a few moments ago can be
embarrassing, so it is easier to use a CRM
System that sends alerts regarding the
activities you have to follow.
How can you motivate your staff to use a
CRM System?
Explaining what are the real benefits of using a CRM represents a
good start for motivating your staff to use this application. First of all,
you have to involve your team in every step of the implementing
process: you have to offer adequate training, make the System easy
to access and always reward the best behaviour.
Secondly, you have to expose the personal benefits and how their
working process will be improved: less time wasted on introducing
information about the companies and contacts, more time for selling.
You can watch some tutorials about Zimplu CRM
functionalities and see how it works.
Subscribe to our Youtube channel, Zimplu CRM.

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4 Things You Should Take Into Consideration in CRM

  • 1. Things You Should Take Into Consideration Before Investing in CRM
  • 2. You have to analyze both the advantages and disadvantages of implementing this kind of Service. You have to know if this is the best option to boost the productivity and increase the sales results.
  • 3. Set the goals The goals must be in concordance with the real power of the company. The objectives must be countable and easy to track, because this way you will be able to review the results.
  • 4. What does your sales cycle need? A CRM system can provide a lot of reports, but you have to know how to use the information given and the most important, you have to know what information you expect to receive. It will not be helpful if your CRM System provides you a huge number of reports that are basically useless for your purpose. Therefore, you have to prioritize your objectives and see what suits you the best.
  • 5. Is it easy to use a CRM system? When you collect a lot of data about companies, contacts and you have to be careful what you have talked with each other, the things are getting a little bit complicated. Returning a call to a contact that you have talked a few moments ago can be embarrassing, so it is easier to use a CRM System that sends alerts regarding the activities you have to follow.
  • 6. How can you motivate your staff to use a CRM System? Explaining what are the real benefits of using a CRM represents a good start for motivating your staff to use this application. First of all, you have to involve your team in every step of the implementing process: you have to offer adequate training, make the System easy to access and always reward the best behaviour. Secondly, you have to expose the personal benefits and how their working process will be improved: less time wasted on introducing information about the companies and contacts, more time for selling.
  • 7. You can watch some tutorials about Zimplu CRM functionalities and see how it works. Subscribe to our Youtube channel, Zimplu CRM.