The Importance of Common Goal in CRM Projects

In this video, we examine why it is vital to set a common goal in CRM projects and involve all stakeholders in this goal. We analyze what everyone expects from CRM, from the manager at the top of the business to the sales representative running around the field, and how these differences affect the project.Key points covered in the video:

• Perspectives and expectations of different hierarchical tiers (CEO, CSO/CMO, Sales Manager, Sales Representative, IT) on CRM.

• CEO's budget-oriented approach.

• Lead tracking and reporting requests of Sales and Marketing Directors.

• Common "hate" or negative perceptions of CRM by sales managers and sales reps.

• IT department integration fears and technical issues.

• Consequences of CRM systems designed by management level moving away from field reality.

Watch this video to ensure that your CRM project goes from being just a software investment to a tool that really supports operational processes, locking the entire team into a common goal. Focusing all stakeholders on a common goal is the key to your success.

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