How to fall in love with your CRM

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How to fall in love with your CRM

 

Like many people, you probably think that using your CRM tool is a necessary evil and I must be crazy to suggest that anyone could fall in love with it. So you’re reading this mostly to determine my level of mental sanity, with a little hope sprinkled in…maybe there is a way.

I’ve spent the last 10 years implementing and managing CRM systems, and this has taught me that it is quite simple (I didn’t say easy) for anyone to love their CRM system.

Here’s the key – Get way more value out than the effort you put in. Your system should work just like a pulley system. There’s a lot of heavy lifting to be done and if CRM multiplies your output, then you’ll be sure to love it.

So to unlock more love, all you need to do is reduce your efforts dramatically and get way more out! It is this idealistic goal that my team brings to every project and product we work on and nothing is sweeter than seeing it become a reality, especially for people who start as system “haters” (no I’m not talking about you, but you may sit next to him).

I look forward to sharing many practical ways to make this your experience and I’ll start with this simple rule – Make it easier to do it the right way, and people will always do it right. As you attack your next CRM design, ask yourself the question, “Is this the easiest way for users to get this task done?” If it’s not, users will naturally work around your “solution.” If you are already having problems with user adoption in a given area, ask “If people aren’t following the process, can we make it easier to follow it than to not?”

Think about the apps that you love and you will find that they have worked diligently to make it easy for you to use them the right way – whether it’s sharing a picture from your phone or filling out your weekly timesheet. Conversely, think about the apps you hate. Why is it so hard to perform seemingly simple tasks in them!?

Well, you’ve now invested five minutes reading this post and I hope it accomplished both of the goals you brought with you: determining whether or not I am a raving madman and finding a renewed hope for your CRM experience.

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