Workbooks.com honoured at Network Computing Awards for second consecutive year
If you’re not embracing the benefits of business automation, then you’re missing out.
How web based CRM from Workbooks helped three financial services firms overcome specific business challenges to better meet customer expectations.
When deploying a CRM system, many organisations enter into the project with unrealistic expectations. In a world of plug and play technology, businesses appear to have forgotten that CRM is simply not a system that you can just switch on.
Despite the hopes, excitement and expectation, a mixture of naivety and youthful exuberance means the first foray into CRM is unlikely to stand the test of time. Just like your first love.
Once a CRM system is implemented, the adoption of the system can quickly become a concern and the most common challenge is to overcome initial resistance people may have towards the system, and then to educate and encourage employees to use it. User adoption is important because a CRM system without the user buy-in will have significantly less value to the business. What is the point of investing in a system that nobody uses? Think of all the reasons you spent time and money implementing a CRM system in the first place:
Google the term ‘CRM failure’ and a stack of articles appear: 10 reasons your CRM fails; Why is my CRM implementation not delivering; CRM from hell…the list continues, but in reality: around 63% of CRM systems do fail[i].
When implemented properly, CRM software should improve your sales funnel and conversion rates.
CRM software is well-known for helping manage the sales funnel. But how exactly does it help your sales team?