July 2017
Beginner to intermediate
360 pages
8h 21m
English
Content preview from CRM For Dummies
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Chapter 19
Ten Common CRM Mistakes
The best way to build a successful CRM strategy is to be ready for the things that can derail your progress. CRM requires vision, foresight, and a lot of hard work. With this chapter, you can prepare for obstacles that have tripped up other people.
Not Getting Buy In from Your Team
CRM is a team effort spanning across all departments. To succeed with CRM, your entire team must be onboard and take ownership of the process. When one person tries to force the CRM vision on everyone else in an organization, resentment ensues. And resistance kills a CRM implementation. Everyone must participate and believe in the why behind the CRM.
Believing CRM Is about Software
CRM is a mindset and a strategy. Everyone has to change the way he or she thinks about business, and your culture must be one of open communication. Installing your CRM software doesn’t magically solve your business’s problems. Everyone must make the effort to learn and use the software every day. Each team member takes responsibility for going through onboarding and training.
Not Doing Your Homework First
You can’t just jump into a CRM and expect it to “work.” You have to take the time to understand your business. You need to build your own data structure, define your processes, and segment your customers. If you don’t take the time to do upfront work, you’ll have to go back and rework everything you started with your CRM.
Not Listening to Expert Advice
Rely on experts who are familiar ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.