Kestio

Webinar

Implementing a CRM: 5 questions to ask yourself before making a decision

Nicolas Boissard, Directeur Marketing de Kestio anime un nouveau Webinar

Hosted by Nicolas Boissard,

Marketing Director Kestio

 



 

 

Dans ce webinar, Nicolas Boissard, Directeur Marketing de KESTIO, vous donne les 5 questions à se poser avant de changer ou de mettre en place un CRM.

Setting up a CRM is no simple matter

Quelques statistiques sur les projets CRM, suite à une étude menée par KESTIO : 

    • 44% of respondents report an increase in the number of leads
    • 75% of companies experience resistance to CRM use
    • 48% of respondents feel that CRM does not meet their needs

Changing and implementing a CRM: the obstacles

Chez KESTIO, nous avons constaté plusieurs freins auprès des entreprises avec lesquelles nous travaillons : 

    • We've invested too much in today's CRM
    • It didn't work the 1st time, so why do it again?
    • It's too big a job to start
    • We don't know where to start

To set up a CRM, here are the 5 questions to ask yourself: 

How do you assess the situation? 

A number of quantitative and qualitative indicators need to be assessed before implementing a CRM system.

Here are a few examples: 

    • the level of data quality in my CRM
    • benefits for employees
    • CRM usage levels

What are the reasons for failure? 

There are several factors that can lead to the failure of a CRM project: 

    • resistance to change on the part of users: it is absolutely essential that the implementation of a CRM system brings something to the company
    • insufficient management involvement
    • the project is poorly managed

How can we turn things around? 

If you already have a CRM, it can be complicated to turn things around if it's been in place for a long time.

If you want to implement a CRM, it's important to support your teams in using this new CRM, and to set up Quick Win functionalities.

How can we take all the dimensions of the project into account? 

A CRM project is 30% the tool and 70% what's around it. So it's essential not to forget everything that surrounds the tool.

Dans ce webinar, Nicolas Boissard vous présentera notre Caneva Projet CRM KESTIO. Un outil qui vous permettra de mettre en place un CRM et de vous donner les meilleures chances de réussite.

Where to start? 

Perhaps the most important and difficult question is how to get started on a CRM project. 

Nicolas Boissard helps you find the direction to start your new CRM project.

To find out more, we invite you to read this article on the subject: How do you navigate the jungle of CRM solutions?


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