KESTIO

Webinar

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

Nicolas Boissard, Directeur Marketing de Kestio anime un nouveau Webinar

Hosted by Nicolas Boissard,

Marketing Director of 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.

Implementing a CRM is not something simple

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 observe resistance to the use of a CRM
    • 48% of respondents find the CRM poorly aligned with the needs expressed

Changing and Implementing a CRM: The Obstacles

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

    • We have over invested in the current CRM
    • It didn't work the first time, why try again?
    • It's too big of a project to launch.
    • We don't know where to start.

To implement a CRM, here are 5 questions to ask yourself: 

How to assess the situation? 

Several quantitative and qualitative indicators should be evaluated before implementing a CRM.

Here are a few examples: 

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

What are the factors of failure? 

Several failure factors can occur in a CRM project: 

    • User resistance to change means that implementing a CRM must bring something to companies.
    • Insufficient involvement of management
    • the project is poorly supervised

How to remedy the situation? 

If you already have a CRM, it can be difficult to rectify the situation if it has been in place for a long time.

If you want to implement a CRM, it is important to support the teams in using this new CRM, as well as implement Quick Win functionalities.

How to take into account all dimensions of the project? 

A CRM project is 30% the tool and 70% everything else around it. Therefore, it is essential not to forget everything else besides 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 begin? 

Perhaps the most important and difficult question is, how do you start a CRM project? 

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

To go further, we invite you to read this article on the subject: How do you navigate the CRM solution jungle?


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