Sign CRM Implementation Proposal Template Made Easy

How To Implement Sign in CRM

I'd like to start off with a question when you think about it what is the most important asset that your company has it's not a product that you have because products die and products change and they evolve it's not real estate although that can give you some good leverage but however real estate goes down as well uh it's not your employees because employees leave and employees go now if I had employees like Soho I'd be in good shape but it's not always your employees what it is is it's your database people's databases are of great value companies are bought because of databases if you want to take your company public you must have a database a database is your most valuable asset if you lost your database today and you wanted to contact your employer your your customers and prospects you need a way to get in touch with them if you're moving to a new location you need a way to get in touch with them your database is your most important asset and as that you need to treat it with a lot of care you need to be sure that you're not got garbage in garbage out so I wanted to talk today about the six keys to what I think is a successful implementation of CRM I've been doing this a long time I joked with one of the product team guys the last time that I've been doing this longer than he's been alive and it goes oh that can't be so I told him what year I started in business and he goes and I was born a year later so I've been doing it a long time and so I've kind of developed a lot of thoughts about what makes a good CRM implementation I'll probably come at it from a lot more basic view than what you just got from tejas if you were just still in here but I think probably I like to come at it from the concept of the sales rep usually when I'm doing a CRM implementation it's a management team and they're very familiar with the stick part they want reports they want to do all kinds of things to make sure that the people that their sales team is entering stuff and so I always try and represent the sales team and represent what would make it easy what is the carrot because I want them to be actively engaged in the CRM system now there's going to be a stick and that's because some people only respond to a stick so you're going to have to have that but I really want to focus on the carrot part of the equation and talk about that today so you'll start with a vision up you'll start with a vision that's actually a lot of people don't want to start with the vision they want to say well but we need...