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www.ebsta.com @ebstahq linkedin.com/company/ebsta
SIX
REASONS WHY YOUR CRM
STILL ISN’T WORKING (PART 2)
Have you read part 1, the 7 reasons why
your CRM isn’t working? Just head to our
profile and you'll find part 1 there.
FIR...
SO, WHY ISN’T
YOUR CRM
WORKING?
SO, WHY ISN’T
YOUR CRM
WORKING?
1. IT’S THE WRONG SYSTEM
Recruitment, finance or sales, there is a
CRM system or plugin for every industry.
Don’t settle fo...
 	
  
It’s important to use SMART (specific, measurable,
assignable, realistic, timed) objectives. There’s no
point in shoo...
3. IT’S NOT PART OF YOUR WORKFLOW
Flicking between data and your work tasks will
drive you mad! Put CRM in the places you ...
 	
  
Adding new records is boring and updating them
isn’t much easier. Make sure your team know how
important data mainte...
5. THERES NO COLLABORATION
It’s takes two to tango but a whole team for CRM
success. Add notes, reference and collaborate ...
 	
  
Lead by example. There’s no use in telling your employees
to use CRM if you aren’t showing them the way.
6. THE BOSS...
MISSION ACCOMPLISHED
It’s one small step for CRM implementation
and one giant leap for your business. We
hope you enjoyed ...
SEVEN
REASONS WHY YOUR
CRM ISN’T WORKING…
✔ View customer records alongside LinkedIn profiles
✔ Get alerted when LinkedIn p...
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6 Reasons Why Your CRM Still Isn't (Part 2)

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Here at Ebsta we are devoted to putting CRM at the heart of your business. Whether it's our Gmail integration for Salesforce or our Linkedin plugin we believe our simple apps can change the way you look at CRM.

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6 Reasons Why Your CRM Still Isn't (Part 2)

  1. 1. www.ebsta.com @ebstahq linkedin.com/company/ebsta SIX REASONS WHY YOUR CRM STILL ISN’T WORKING (PART 2)
  2. 2. Have you read part 1, the 7 reasons why your CRM isn’t working? Just head to our profile and you'll find part 1 there. FIRST THINGS FIRST…
  3. 3. SO, WHY ISN’T YOUR CRM WORKING? SO, WHY ISN’T YOUR CRM WORKING?
  4. 4. 1. IT’S THE WRONG SYSTEM Recruitment, finance or sales, there is a CRM system or plugin for every industry. Don’t settle for standard, get your CRM tailored to your business.
  5. 5.     It’s important to use SMART (specific, measurable, assignable, realistic, timed) objectives. There’s no point in shooting for a goal that doesn’t exist! 2.YOUR GOALS ARE UNREALISTIC
  6. 6. 3. IT’S NOT PART OF YOUR WORKFLOW Flicking between data and your work tasks will drive you mad! Put CRM in the places you work.
  7. 7.     Adding new records is boring and updating them isn’t much easier. Make sure your team know how important data maintenance is. 4. YOUR DATA IS OLD
  8. 8. 5. THERES NO COLLABORATION It’s takes two to tango but a whole team for CRM success. Add notes, reference and collaborate to build a wealth of information. Without collaboration your CRM is just a spreadsheet.
  9. 9.     Lead by example. There’s no use in telling your employees to use CRM if you aren’t showing them the way. 6. THE BOSSES AREN’T USING IT!
  10. 10. MISSION ACCOMPLISHED It’s one small step for CRM implementation and one giant leap for your business. We hope you enjoyed these tips.
  11. 11. 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 SALESFORCE INTEGRATION FOR GMAIL:

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