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CRM – Eggs Are Good/Not Good For You


Eggs are good for you. Wait, no they aren’t.

The best way to lose weight is watch your fat intake. Actually, the best way is a diet high in fats and protein.

To reduce the national debt, we need to raise taxes. Well, in fact, lowering taxes will increase federal revenues.

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What does any of the above have to do with CRM? Not much except when seeking wisdom on the best CRM for your business, generating corporate acceptance, data standards, dashboard formatting, etc. – you will likely get more than one answer.

Getting input on which CRM package to use, and how to use it, can be a lot like asking someone how they make gumbo…everyone has their favorite recipe.

I don’t want to discourage anyone from asking questions, but remember, what works for a logistics company may not be suitable for a commercial general contractor. What may be vital for an insurance company may not make the short list for an architectural firm.

I recently completed two projects untangling data from two separate CRMs. One client struggled with the temptation of features overkill, while the other was the exact opposite.

You will need to take time in fine-tuning your data input requirements, user-time investment, data-mining best practices and the other important functions of your CRM. However, don’t allow yourself to get bogged down in the details.

Your CRM system doesn’t have to be perfect before you begin implementation. It doesn’t matter how much time you spend prior to launch, until you start using your CRM, you won’t know exactly what works and what doesn’t for your company.

I encourage my CRM clients to remember; there is a reason very few successful software programs stop development at version 1.0. CRM was made to be tweaked and is, if you will, a living organism.

Once you have a good baseline for your CRM, be sure you have a process in place to propose, review, approve and make changes. Your business isn’t static, and your CRM shouldn’t be either.

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Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc. An Atlanta based management consulting group specializing in business development, CRM, sales, marketing and profitability as well as executive placement for the Architectural, Engineering and Construction industry.

Bobby can be reached at bobbydarnell [at] cmconl.com

www.cmconl.com

About the Author

Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc., An Atlanta based management consulting group specializing in CRM, Business Development, Sales, Marketing as well as Executive Placement and Recruiting for the Architectural, Engineering and Construction industry.

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