CRM programs come with big promise. The value proposition reminds me of the film the “Wizard of Oz”. Dorothy sets out with her allies to meet “the Great and Powerful” Wizard, who will surely deliver fulfillment of their greatest wishes. They approach the Wizard with fear and trepidation. When they finally see him behind the curtain, they discover their wizard furiously spinning wheels and pulling switches to bring the Great and Powerful wizard image to life. It is a good metaphor for what companies encounter when implementing CRM and sale lead management programs. Like the Wizard, the promise is great, but have no illusions. Understanding what is required behind the curtain is critical to CRM success.
Ultimate Lead has been providing tailored sales lead management and CRM programs to our clients for a couple decades now. Here are some of the administrative chores requiring attention in order for programs to become “Great and Powerful”.
These are just three of the administrative areas that must be properly maintained to keep your CRM and sales lead management programs running smoothly. “Behind the Curtain” administrative functions also include: Email campaign management, Lead Processing, Fulfillment, Lead Qualification/Scoring, importing data from a variety of sources, integration with third-party programs and APIs. And let’s not forget training and field support. These functions alone require multiple skill sets and professional attention.
CRM and Sales Lead Management success requires more than software. Effective administration is at the top of the list and the demands are high. Be sure to have a look behind the curtain when considering a CRM program. If you already have a program, you may want to take a fresh look behind the curtain and re-examine your administrative needs and opportunities. Do you have a great and powerful “Wizard” to manage your CRM or sales lead management programs? If not, consider having a look at Ultimate Lead to get the flying monkeys off your back…and give us a call.