5. CRM is not a deploy and quit solution.
Not tracking efficiency will cause blind spots in CRM
value.
Less Overhead, More Automation
6. Call Efficiency
Call more leads, more quickly and more accurately.
Click Efficiency
Minimize clicks
Lead Efficiency
Better lead routing, nurturing and scoring.
Sales Efficiency
8. Cloud has changed hosting
Complex scalable systems are now an inexpensive
service.
Microsoft Azure, Amazon EC2, Rackspace Cloud Servers
and Cloud Sites.
Vendor hosted solutions can be good but there are
drawbacks.
9. Integrations with other systems enhances efficiency.
No double entry
Find the right set of tools to adopt.
Lots of lightly technical products and Saas services
popping up for integrating data.
10. Mobile gets hot with native apps.
Do more with less clicks across many phones.
Build native apps with a non proprietary platforms
made to support multiple phones ( Ex: Appcelerator )
11. Social is huge but watch for hype and marketing spin.
Set your goals and determine what you consider social.
Monitor ROI closely
12. Overhaul of your CRM
Overhaul of your customers CRM