Simon Stapleton, strategist and owner of Applied Change

Why your CRM System is a waste of money

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  • Nice article, but you forgot the biggest barrier to effective practice development is partners refusing to input client contact details in the first place - building their own silo.

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  • That is the ultimate measure - the make or break of whether the system becomes a valuable asset, or not.

    The most common reason why partners refuse to input client contact into CRM is because they don't see the value in doing so - they perceive it as a waste of time and money... sometimes it can be perceived as a tool to be used against them

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  • Great article Simon. CRM vendors must take a consultancy view of any project – if they try to just sell you the solution without touching on the risks and preparation strategy, they aren’t doing their job properly.

    At Maximizer CRM we realise that the client must be ready for a CRM system and if we feel this isn’t the case we provide tools and resources so they can set objectives, overhaul business processes and become organisation ready for CRM implementation.

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  • The article is spot on, but one of the major problems it is very difficult to implement processes in most CRM systems because they have come from a background of contact management and therefore are activity based. At SymVolli we have developed a system that is underpinned by implementing the clients processes to begin with. We then monitor and make changes with the client so that they can maximize their efficiency and effectiveness. This is process is helped because the system automatically builds a store of information that the organisation can use to establish trends and exceptions in their working practices.

    It is very important that we behave as part of the client's organisation and therefore feel the pain that they are going through and then we can help them.

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