How you Start sets you up for Success

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Starting a Customer Relationship Management (CRM) project can be daunting…especially if you’ve had a bad experience in the past.

Did you know that over 50% of people are unhappy with their CRM?!

We don’t think that this is OK.  This is why we highly recommend starting any CRM project with an Envisioning Lab.  This lab brings together key stakeholders from the business, IT, and end-users, and is crucial for setting the stage for a successful implementation.

Here's why:

Alignment of Objectives

The congruentX Envisioning Lab provides a platform for all stakeholders to align their objectives and expectations for the CRM project. This ensures that everyone is on the same page from the outset, reducing the risk of misunderstandings and conflicts down the road. This will bring increased adoption and ROI.

Holistic Understanding

Business leaders, IT professionals, and end-users each bring a unique perspective to the table. The Envisioning Lab allows them to share their insights, experiences, and pain points. This changes the conversation from tables and fields to identifying key jobs to be done and digital friction points.

This comprehensive understanding of the business and technology landscape is essential for designing and making the necessary changes to a CRM system that addresses real needs.

Customization and Adaptation

CRM solutions are not one-size-fits-all. Through collaborative discussions in the Envisioning Lab, you can tailor the CRM to the specific needs of your organization. This customization ensures that the CRM aligns with your unique business processes and workflows and desired business outcomes.

User-Centric Design

Adoption Adoption Adoption.  It’s true in real estate and it’s just as true in CRM.  Without adoption there is not good data and without good data it's really hard for a company to build a predictable revenue engine.

Involving end-users from the beginning helps in designing a user-friendly CRM system. Their input can shape the system's interface, functionality, and features, making it intuitive and efficient for those who will actually use it.

OK for adoption is to think about what the person it's trying to do and how to make it functional easy and enjoyable.  So we think in terms of context and insights instead of big forms.

That will increase CRM Adoption that will in turn provide the business with more insights.

Risk Mitigation and Project Ownership

Identifying potential challenges and roadblocks early on allows for proactive risk mitigation. This can save time and resources in the long run by avoiding costly mistakes or rework.  Involving all stakeholders in the initial planning phase fosters a sense of ownership and commitment to the project's success. This can lead to better collaboration throughout the project's lifecycle.

Reduced Resistance to Change

When end-users are part of the decision-making process, they are more likely to embrace the new CRM system, reducing resistance to change and increasing adoption rates.

In conclusion

When starting a CRM project consider the first step as an Envisioning Lab that brings together business leaders, IT, and end-users is a strategic move that lays a strong foundation for success. It promotes collaboration, shared understanding, customization, and user-centric design, ultimately leading to a more effective CRM implementation, increased adoption rate that in turn leads to increased ROI.

Contact congruentX to get started.

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