Time-consuming updates of internal information including pipelines, forecasts, commissions, and quotes
Frustration builds due to the inherent inaccuracies of using spreadsheets or antiquated systems.
Reviews get more and more about figuring out the situation instead of what to do to get business
Sales managers complain that they have less time to work with their customers; find new customers.
Response time to customers and external partners has consistently declined; relationships are strained.
As soon as reports, such as forecasts, are complete; they are out of date. No longer relevant.
The entire organization loses confidence in the accuracy and usefulness of the data and reports.
Critical business decisions are made without considering or worse yet in spite of the information.
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.