10 Days to CRM Success
Jessica Noble
Enterprise Transformation Strategy & Execution | Business Integration | Digital Experience | Customer Experience | Process Redesign | Org Change (OCM) | C-level Advisor | CX Author & Speaker | MBA, CCXP, PMP, MCP
Wary of Implementing CRM
Are you wary of implementing CRM because you've heard 50+% of CRM implementations fail? Or, are you disappointed by the lack of results a recent CRM implementation has had in your organization? Your company can dramatically increase likelihood of success with thoughtful planning and preparation. In order to realize success, you must define what that looks like and chart the journey accordingly.
Ask Yourself
- Have you defined how the success of your CRM system will be measured?
- What will success look like after you've gone live?
- What changes are you hoping to see post-implementation?
- Will any of your business processes need to be updated to take full advantage of your new system?
- Is your customer data clean, current and managed in a single system?
- Will your front line team member have easier, shared access to more accurate customer information?
- Will any of your business processes need to be updated to take full advantage of this more widely available customer data?
- Will your customers experience improvements after go live because your team members are better equipped to meet their needs? If not, why not?
- Do you have a process in place to fine-tune your CRM system and your customer-facing processes as you receive feedback from team members and customers?
Free 10 Days to CRM Success eBook
Check out Tribridge's free eBook with real-world advice and guidance from experts who have implemented CRM for thousands of users. Learn the most critical steps you should take to plan and prepare for your implementation as well as the questions you should ask to make sure your people, your organization and your technology are equipped for long-term success.
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About the Authors
Chuck Ingram is a Customer Relationship Management technology and consulting executive with over 20 years of experience. As Senior Director of Tribridge's CRM practice, Chuck has overall responsibility for the strategic direction, growth, solution strategy, profitability and customer success for Tribridge's CRM business. Chuck specializes in building CRM businesses featuring high performing teams and offerings that help companies maximize their customer's experience.
Jessica Noble is responsible for the Customer Experience practice at Tribridge and has a background in Customer Experience (CX), Sales, Product Management and Customer Relationship Management (CRM). She specializes in working alongside customers to transform their organizations and realize their unique CX goals. Jessica is a Certified Customer Experience Professional (CCXP) and was named by the International Customer Management Institute as one of the Top 50 Thought Leaders. She has been a certified Project Management Professional (PMP) since 2002, and is a Microsoft Certified Professional (MCP) certified in Microsoft Dynamics Sure Step Methodology.