SIMPLIF YING YOUR PROCESSES
SIMPLIFYING
YOUR PROCESSES
MANY ORGANIZATIONS feel that they need a customer
relationship management (CRM) program but aren’t always
clear on the reasons why. With the business world becoming
more and more complex every day, it can become difficult even
for low-level employees to keep track of everything that they
need to be doing on a daily basis. That is precisely why a CRM
is necessary.
3.
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Efficiency – minimized mistakes and unnecessary back-
and-forth communications
Scale – sustainable and repeatable processes for growth
Direction – creating informed strategies based on real
market data
Achieving any of these objectives starts with taking a
hard look at your current processes. The best way to begin
is to think in terms of a sales funnel, encompassing all of
your departments. You have your market, leads that can be
converted into opportunities, delivery (things like settlement
and packaging of goods), and follow-up. Each of these will have
a process driving it, each of which can have its own stages and
requirements. The point is to start with a high-level overview
The majority of CRM implementations are driven by five
objectives all revolving around simplicity:
1. Centralization – removal of duplicate efforts and data
into a single source
2. Alignment – focused work and consistency throughout
your organization
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