7 Steps to Upgrade your CRM

CRMs don’t have to be the bane of your company's existence…

Everyone seems to have a CRM and nobody seems to like it. A well-put-together system with clear workflows and limited manual entry will allow you to have a streamlined system that gives leadership the high-level metrics they are looking for and gives Sales and Marketing the resources they need to optimize their time.

Here are the 7 steps to upgrading your CRM:

  1. Talk to the people using the CRM the most
  2. Discover what Leadership’s key goals are
  3. Identify the biggest pain points
  4. Manage Fields/Users/Objects
  5. Outline, Implement & Revise
  6. Create Dashboards
  7. Create Trainings