Kestio

Webinar

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

Nicolas Boissard, Marketing Director of Kestio hosts a new Webinar

Hosted by Nicolas Boissard,

Marketing Director of Kestio

 



 

 

In this webinar, Nicolas Boissard, Marketing Director of KESTIO, gives you the 5 questions to ask yourself before changing or implementing a CRM.

Setting up a CRM is not a simple matter

Some statistics on CRM projects, following a study conducted by KESTIO: 

    • 44% of respondents see an increase in the number of leads
    • 75% of companies experience resistance to the use of a CRM
    • 48% of the respondents find the CRM not in line with their needs

Changing and implementing a CRM: the obstacles

At KESTIO, we have observed several obstacles with the companies we work with: 

    • Too much has been invested in the current CRM
    • It didn't work the first time, 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 to assess the situation? 

Several quantitative and qualitative indicators must be assessed before implementing a CRM.

Some examples are given below: 

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

What are the factors of failure? 

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

    • resistance to change from users, it is essential that the implementation of a CRM brings something to the company
    • insufficient management involvement
    • the project is poorly framed

How can the situation be rectified? 

If you already have a CRM, it may be difficult to turn it around 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 the use of this new CRM, as well as to implement Quick Win functionalities.

How to take into account all the dimensions of the project? 

A CRM project is 30% the tool and 70% what is around it. It is therefore essential not to forget everything around the tool.

In this webinar, Nicolas Boissard will present our Caneva CRM Project KESTIO. A tool that will allow you to set up a CRM and give you the best chances of success.

Where to start? 

Perhaps the most important and difficult question, 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 consult this article on the subject: How to find your way through the jungle of CRM solutions?


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