CRM: A Journey, Not a Destination

When we talk about Customer Relationship Management (CRM), it often feels like we're asking people to eat their broccoli. The initial reaction is usually a mix of reluctance and discomfort.

At Spiro.AI , we've worked hard to make CRM more appealing, akin to taking a tasty vitamin instead of forcing down that broccoli. But beyond making CRM more palatable, it's crucial to shift our mindset and see CRM as a journey rather than a destination.

Many companies I speak with aren't using CRM yet, and they often aspire to leap from having no system to implementing a fully-featured solution. Our advice is to take it slow. Start with one team and one objective, then expand gradually. Initially, focus on gaining visibility into customer interactions. From there, you can build out to include prospecting and other functions.

It's important to remember that people can only handle so much technology at once, and sales teams often have an even lower threshold for absorbing new tools. Introduce CRM in manageable pieces.

Moreover, the process of getting CRM up and running is ongoing. It's not because it's inherently complex, but because your business is constantly evolving. New products, new processes, and changing needs mean that your CRM system must adapt continuously.

Attempting to perfect your CRM from the outset is a flawed approach. Embrace the journey, take it one step at a time, and allow for plenty of rest stops along the way. Your team will appreciate the thoughtful approach, and you'll see more sustainable success with your CRM implementation.