1. If we don’t analyze business processes before implementing CRM, the chaos in the sales department will be transferred to CRM, and there won’t be any positive results.
Otherwise, the system will simply become an ‘expensive’ notepad and won’t contribute to sales growth.
2. Most often, before implementing CRM, business processes are taken off the manager’s shoulders. As a result, the system works ‘one-sidedly,’ and managers sabotage it.
Instead, as our practice shows, there is a 15-20% difference in understanding sales business processes among managers, marketers, leaders, and owners. All of them need to be taken into account for the system to truly ‘work for you.
3. Sometimes the issue of customer loss stems from poorly configured communication between departments, and this can only be uncovered through an audit and investigating the customer’s journey within the company.