CRM Implementation

When I talk to business owners or sales executives they often mention 3 or 4 issues that they would really like to resolve. Things that should be good business practices but just don’t seem to be adequately addressed. Things like:

I would really like to know what happens to all  my leads. I pay good money to make the phone ring and have people visit my website but I just don’t have a good handle on what happens next. Are all being followed up in a timely manner? What is falling between the cracks? Or maybe all is fine, I just don’t know!

I don’t feel like I have an accurate sales pipeline. I know my reps are out there selling but sometimes we get over committed and other times I’ve allocated resources for sales that didn’t happen. If I am going to grow the business next year I have to have accurate sales figures.

Business seems good but I feel that there is a lot of churn in our customer base. Sometimes I feel that customer inquiries and issues aren’t being followed-up on quickly enough. Occasionally my reps will visit a customer with whom they have outstanding issues that they should have known about. I’m not convinced that my customer service is as good as it should be.

These are all issues that can be easily addressed by a Customer Relationship Management (CRM) system. There are many systems on the market. The harder part is finding the one(s) that match your requirements, culture, and budget. The last thing you want to do is to acquire a product based on either price or market share. Find the ones that will really fit your business.

That is where I can help. Spend some time with me to develop a CRM Blueprint — it can save you a couple of week (or more) work.

Alt Text
Ben Meredith

Spend a couple hours with Ben — or spend a week searching online for front office technology

Schedule an Appointment
Email Ben