So, you think you’re ready. You know what “flavour” of stack you’ll need. Here are our top 5 tips for how you go about implementing your CRM tools.

1. Get the process right first, then automate.

Many companies are so eager to get started with their CRM – and the newer tools are so easy to learn and use – that we often see folks run ahead before thinking through what they’ll need. First, get your process right. Know the kinds of marketing campaigns you’ll run, who’ll you’ll target, how they’ll want to engage with you, and how you’ll know if campaigns are working and converting. Know how you’ll approach sales, who you’re selling to, what are the typical stages, and how long each stage takes. If you rush in, you may automate a process that isn’t working… which just gets you to the wrong place, faster. 

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  • Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
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  • Vivamus sagittis lacus vel augue laoreet rutrum faucibus dolor auctor.
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.

1. Get the process right first, then automate.

Many companies are so eager to get started with their CRM – and the newer tools are so easy to learn and use – that we often see folks run ahead before thinking through what they’ll need. First, get your process right. Know the kinds of marketing campaigns you’ll run, who’ll you’ll target, how they’ll want to engage with you, and how you’ll know if campaigns are working and converting. Know how you’ll approach sales, who you’re selling to, what are the typical stages, and how long each stage takes. If you rush in, you may automate a process that isn’t working… which just gets you to the wrong place, faster. 

1. Get the process right first, then automate.

Many companies are so eager to get started with their CRM – and the newer tools are so easy to learn and use – that we often see folks run ahead before thinking through what they’ll need. First, get your process right. Know the kinds of marketing campaigns you’ll run, who’ll you’ll target, how they’ll want to engage with you, and how you’ll know if campaigns are working and converting. Know how you’ll approach sales, who you’re selling to, what are the typical stages, and how long each stage takes. If you rush in, you may automate a process that isn’t working… which just gets you to the wrong place, faster. 

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– Tellus Nullam

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