Planning your CRM Implementation

Getting Your Processes In Place

Transcription of the following video.

The next thing I go on about which you all need to do before putting a CRM system in place, even if you do it on a scrap of paper or on a serviette, is to put something down in writing before you implement the system. It’s far more cost effective to have a plan, for example you would have a plan of the house you are going to build. Then question it. Is that where I want the windows; is that the type of flooring I want; is that the type of roofing I want. You do this prior to actually building the house. Once you start and have layed the concrete, once it is down it is very difficult to dig it back up. Once you decide you want the electrics in that place and they’re run through the ground, it is very, very difficult to go back in and change it all.

It’s exactly the same with a CRM system. If you have decided to set it up in a certain way – yes you can go back and change it. But it much harder to go back and do that if you make a mistake in the first place. What you then do is what I call build a skeleton. You will see me doing this all the way through. I build customer relationship management systems, so I don’t necessarily do copy. People like Gemma do copy. Gemma will have seen me build up a system, the skeleton and then you go and put the meat on the bone.
For example: this is the seven part auto responder. It’s got four or five sentences in it. We can set that up and get it going and then we can go back and add to that later on. We want to get it up as fast as possible. So for instance Linda if you are selling something on Perth Business Websites, for the new service you have you might just want to get something up and going and go back later and add to it and add to it, etc. We all know we are going to change everything all the time!
Once you have the right process in place, you have mapped it out, it is much easier to do it that way, than it is to put things in that have to take bits out. I’d always recommend: put your plan in place; the question it; build a skeleton; then put some meat on the bones. That’s what we are going to do later on.