Here's a story of a business we helped out that was in a dire situation. The salespeople were leaving, taking with them 10 to 15 years of customer insight out the door. The business had no CRM system in place, and no knowledge of their customers and sales efforts. They had no single view of the customer, no visibility into sales activities, no collaboration among teams, and certainly no outstanding customer experience. It was a chaotic situation.
We started by conducting an analysis of the business and its customers to create a roadmap for implementing a CRM system. We worked with the sales team to ensure that they understood the benefits of CRM and how to use it to their advantage. With the proper training and ongoing support, the sales team quickly adopted the new system and started to see the benefits immediately.
Today, this business is in command of its most valuable customer asset. They have a single view of the customer, greater sales visibility, and improved collaboration among teams. Their customer experience has gone from chaotic to outstanding. The business has a new level of control over its customer knowledge and expertise, providing a valuable resource that can be leveraged for years to come.
Now, this business has a newfound sense of humour about their previous situation. They joke that they used to be like a headless chicken, running around frantically trying to figure out their next move. But with CRM, they are now more like a well-oiled machine, with everyone on the same page, moving in the same direction, and working toward the same goal.
If you are in a similar situation and feel like a headless chicken running around frantically, don't worry, we can help. Our team has helped numerous sales leaders and business owners to build this critical asset for their future success.
Get in touch with us today to learn more about how we can help you transform chaos into a well-oiled machine with CRM.
