SIMPLICIT Y WITH NUMBERS
IMAGINE THE following scenario at your workplace: Your
team members log into their computers, immediately being able to
access the information they need for the day, receiving reminders
of things they need to follow up on or complete, and are able to start
or complete any process with minimal data entry. Every department
receiving notifications of the things they need to know, approve,
or follow up on, and management is able to quickly review critical
items to answer questions that drive strategic initiatives. Sound
too good to be true? It isn’t. It just takes a bit of planning, strategy,
and the right customer relationship management (CRM) program to
Handle 2.0 and our Adoption Process is the solution to that
issue. Handle 2.0 is a CRM solution that places the highest value
on Simplicity, Adoption and Growth. It’s clear, based on our own
(and other) CRM implementations, that CRM software is meant
to facilitate the process, but the approach needs to be based on
what your company does and what you are planning to achieve. The
software then makes sure that is happening. The most vital aspect
of that software, however, is how it can simplify complex processes.
This begins with centralizing or integrating your existing data.
The human brain is only able to spend so much time interpreting
things before willpower begins to diminish. It can be easy to get lost
in arrays, charts and graphs. Implementing a CRM almost always
involves behavioral change by your team. This is an immediate strike
against you when implementing anything. With Handle 2.0, we focus
our time on the up-front setup using actual data from your business.
Confusion leads to communications problems and disconnects
within the organization. Thus, we break everything down into a
three-step approach: numbers, process and growth. The goal is to
set up a singular screen based on simple numbers that can be shared
across the organization consisting of the three As: Access, Action
and Accountability. Answering these three questions will provide
the details necessary to begin creating your dashboard:
• What does your team need easy Access to?
• What does your team need to Act upon?
• What do managers want their team to be Accountable for?
(Accountability should be thought about in terms of coaching
The demand for CRM increases as organizations, customers,
products, services, technology and sales processes become more
complex. With that increased complexity and the advent of the
internet, buyers also change. Unfortunately, it can become nearly
impossible for individuals, even management staff looking down
from the top, to keep everything important in mind when going
through their daily tasks. That is what makes a CRM so vital. A single
screen that provides team members direction; that with a flip of a
switch can be used by leadership to plan and coach your team.
To learn more about our approach to CRM and how it could help
you, contact us at customertrax.com or [email protected]