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SEVEN
REASONS WHY YOUR
CRM ISN’T WORKING…
www.ebsta.com @ebstahq linkedin.com/company/ebsta
THE	
  
 	
  
	
  	
  Allocate a leader. Someone who is responsible for
implementation, teaching best practice, auditing quality a...
 	
  
How can you you streamline your business processes?
How can you provide better customer service?
How can you make ev...
 	
  	
  	
  
CRM must be embedded into daily processes from the top
down if it isn’t in the CRM, it doesn’t exist!
VIEWIN...
 	
  
	
  	
  
INCORRECT RECORDS
Keep your data tidy! Delete duplicates and monitor data
quality.
 	
  	
  	
  
Make the process as simple as possible customize fields to
fit your business, and plugins that drive productiv...
 	
  
LOW EMPOWERMENT
Get your users involved and give them ownership of the
project. Make sure the employees and managers...
 	
  
	
  	
  
LOW COMMITMENT
Be confident in your application of CRM and stick to it. It’s not a
small change and takes co...
 	
  	
  	
  
Great CRM strategy is paramount to running a customer focused
company. We hope you enjoyed these tips.
PROBL...
SEVEN
REASONS WHY YOUR
CRM ISN’T WORKING…
✔ View customer records alongside LinkedIn profiles
✔ Get alerted when LinkedIn p...
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7 Reasons why your CRM isn't working

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Implementing a CRM can be a difficult task with many hurdles in the way of success. To help you avoid the obstacles we have made a short presentation of 7 reasons why your CRM isn't working.

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7 Reasons why your CRM isn't working

  1. 1. SEVEN REASONS WHY YOUR CRM ISN’T WORKING… www.ebsta.com @ebstahq linkedin.com/company/ebsta THE  
  2. 2.        Allocate a leader. Someone who is responsible for implementation, teaching best practice, auditing quality and setting the guidelines. HAVING A DEDICATED ADMIN
  3. 3.     How can you you streamline your business processes? How can you provide better customer service? How can you make every department more effective? You won’t without a clear path. LACK OF OBJECTIVES
  4. 4.         CRM must be embedded into daily processes from the top down if it isn’t in the CRM, it doesn’t exist! VIEWING CRM AS A PIECE OF TECH RATHER THAN A METHODOLOGY
  5. 5.         INCORRECT RECORDS Keep your data tidy! Delete duplicates and monitor data quality.
  6. 6.         Make the process as simple as possible customize fields to fit your business, and plugins that drive productivity and organize training sessions to improve skills. THE INCREASED LABOUR
  7. 7.     LOW EMPOWERMENT Get your users involved and give them ownership of the project. Make sure the employees and managers are motivated and understand how CRM can help them.    
  8. 8.         LOW COMMITMENT Be confident in your application of CRM and stick to it. It’s not a small change and takes commitment in order to make it work.
  9. 9.         Great CRM strategy is paramount to running a customer focused company. We hope you enjoyed these tips. PROBLEM SOLVED www.ebsta.com @ebstahq linkedin.com/company/ebsta
  10. 10. SEVEN REASONS WHY YOUR CRM ISN’T WORKING… ✔ View customer records alongside LinkedIn profiles ✔ Get alerted when LinkedIn profiles match a Salesforce record ✔ One click to open in Salesforce ✔ Completely free. No credit card necessary www.ebsta.com/free GET YOUR FREE SALESFORCE INTEGRATION FOR LINKEDIN:

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