Let us guide you along the sane path to increased sales!

CRM is about much more than just software.

Selecting the right tool is always important. However, as CRM technology is woven into your business processes, impacts the customer's and employee's daily experience, and may even influence inter-departmental relationships, a degree of organizational change must be prepared for and managed.

 

In truth, what you do with the software you employ matters more than the software selection itself. Successful CRM implementors know that  factors such as planning, process analysis, integration, customization, and training matter much more and should be budgeted for accordingly.

The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.

 

Bill Gates

Our Methodology

 

Raging Sanity Consultants always advise our clients according to the the time-tested "Journey of Technology" methodology. This approach:

 

  • Minimizes costs and frustration
  • Reduces scope creep
  • Greatly improves user buy-in and adoption
  • Results in an overall higher project success rate

 

This is how you do it RIGHT!

Step 1

Set Targeted Goals

Before you let anyone persuade you to buy any technology, it is imperative that you first identify your vision and goals. Determine your targets and identify what metrics  you will use to determine if you are hitting them.

Step 2

Identify User Needs

Think your users will simply use whatever management gives them? Think again. Not securing user buy-in is a sure path to failure. Users need to be interviewed to identify their needs, desires and concerns. This is who we want to empower!

Step 3

Define Processes

Input from Users is helpful as business processes are re-evaluated. Define them as the should and could be with an awareness of the capabilities of current technology , not as they are now. To automate bad processes is only to bad things faster!

Step 4

Select Software

Now that you know what your users need and what processes you'd like to automate you have practical criteria for evaluating which of the dozens of software tools would be a good fit for your organization.

Step 5

Select Hardware

The software that you have selected for your organization will inform you of the minimum hardware requirements. Making hardware purchasing decisions only at this stage will ensure that you are not over-investing in unnecessary technology.

Step 6

Conduct Training

Many software implementations fail because decision makers try to skimp on training. In fact, this is a good way to ensure that what you have already invested will go to waste. Training ensures user adoption - an overlooked key to ROI.

Step 7

Measure Results

Remember those metrics you established while defining your project goals? This is where you evaluate the success of the project and identify lessons learned to ensure a smoother process next time.

Step 8

Rinse & Repeat

We never recommend investing in technology for technology's sake. Yet, to keep ahead of your competitors as technology improves, it's wise to periodically revisit your goals and start the process afresh.

Raging Sanity Consultants, LLC

888-509-0367