Journey to complete CRM

Getting a customer relationship management (CRM) to work for your business means understanding what a CRM is. Because if you ask ten people, you’re likely to get ten different answers, each rooted in their personal experience.

CRM is only started being taught in colleges and universities so it's no wonder there is fear uncertainty and doubt around.

Making CRM work in any business is a challenge. It’s a challenge you can only overcome with well-aligned strategies and tactics.


Every organization is built on relationships.

It doesn’t matter how big or small the company is, which industry it serves, or who you are in that organization; relationships Drive success or feeder or that group of people and it technology behind it.

The R in CRM stands for relationship something that everyone wins in sales marketing or operation in your company contributes to.

The more you understand how those relationships works and how everyone in your organization influences them the more efficiently your organization run and the easier you generate Revenue.

One key to understanding relationships in the context of CRM is knowing the difference between complete CRM and just a traditional CRM that acts like a contacts database.

Traditional CRM is rooted in cataloging notes that people made when they called their leads please became contacts only after they bought something these methods quickly became cumbersome and outdated when compared with the modern online customization and Mobile Solutions available today

A complete CRM is built for today’s business world and requires :

  • A 360 view of the relationship between your business and it’s leads clients vendors and employees
  • A comprehensive approach to CRM adoption
  • A combination of strategy practice and software that brings together everything you know about a lead or a client and a specific opportunity for this client

The complete CRM helps you understand what happens in the sales process record how people engage with your marketing efforts and track other interactions with your operation staff.

For example the same opportunity or Source L can have people involved from customer service events project management invoicing dispatching Etc.

transitioning to a complete CRM mindset can give you a grater perception and empathy for those people who make your organization the best it can be.