Don’t Just Get A CRM – Get A PLAN

I talk with a lot of businesses evaluating CRMs. Features, functions, pricing — these are all part of the equation. But the CRM system you choose is just half the story. Regardless of which you choose, without an ongoing CRM PLAN, you’re likely to fail.

CRM is like a gym membership. You know it’s a good idea — you know it’s healthy. And like the gym membership, you’re not likely to get much out it unless you establish a routine and stick with it. You can have the world’s most excellent CRM at launch. But if you don’t have a CRM PLAN and stick with it — in 12 months, you’ll be looking at your CRM love handles and wishing you’d done more to get it right.