5 Things You Need to Know Before Implementing CRM

5 Things You Need to Know Before Implementing CRM

I recently wrote a guest post for our friends at Tenfold. In it, I describe 5 things you need to know before implementing CRM. In the frenzy of your CRM search, it's easy to overlook these key elements. A few highlights from my post are below. To read the full article, please visit Tenfold's blog at this link!


Can implementing a CRM system streamline your business? The short answer is yes, but only if you use it to its full potential. Complications occur when companies don’t define their implementation process before they start, and by the time it becomes clear they need one, it’s too late. In fact, companies without processes see a mere 30% implementation success rate compared to the 70% success rate of those that have one.

Start thinking about your business processes. What is working and what isn't? How will the features of a CRM help you resolve roadblocks? Ask yourself questions such as:

  • When does a lead become an opportunity?

  • Do I know my processes for services and warranties?

  • Have I ranked my features as opposed to simply listing them? Why should I care about ranking vs. listing?

  • What information do salespeople need to see from other systems to make them more productive?

  • Does the CRM support mobile apps? What information will my teams need out in the field?

  • Is my data clean and ready for a new system? How can I simplify data cleanup?

Take a deeper dive into these questions and more when you read the full post.

Related Articles

September 11, 2017

Congratulations, your company decided to either implement a CRM or switch CRMs! An important step in the process is interviewing potential CRM consulting firms to determine which one will bring the most value to your company. Here are some questions to guide your search for the best CRM consultant.

August 28, 2017

Old MacDonald had a farm…and it was full of potential profits…but his outdated systems kept him from discovering them. My spin on the classic childrens song may not have the bouncy rhythms of the original, but it has some truth. The agriculture industry has done a wonderful job of adopting equipment technology like combines and harvesters to automate tasks in the field, but when it comes to data, it’s an industry that still finds itself falling behind. Technology Advisors is looking to change that.

Danine Pontarelli
Marketing Manager

Danine is the Marketing Manager for Technology Advisors Inc. She spearheads TAI events, marketing campaigns, and social media efforts. Prior to her work at TAI, Danine was a copywriter in the B2B publishing industry. Her interests include blockbuster disaster movies, tank tops in an array of colors, used book stores, Clint Eastwood, and being surrounded by trees.