In my last blog, The Hidden and not so Hidden Costs of Choosing the Wrong CRM, the cost associated with choosing the wrong CRM was highlighted. While not my intent, that discussion may cause some to consider staying with the status quo and choosing no CRM as the low-risk, no-cost answer. The cost associated with making no decision may well be higher than that of choosing the wrong CRM tools.
My experience, when first engaging with a new customer, is that they are in the midst of chaos and have finally reached the breaking point where a change needs to be made to grow or even maintain their current revenue. Here are a few of the typical symptoms of CHAOS:
Think about it for a minute. If managing your internal processes negatively impacts your staff, your partners, your customers, and the information that is so critical in making business decisions, you have chaos. A business may be able to operate in this mode in the short term, but will not survive, let alone thrive, in the long term -- as I am sure many of you have or are experiencing.
Once chaos has set in the most expensive decision is maintaining the status quo. The key to successfully transitioning to the right CRM system lies in three easy steps.