Navigating the CRM Journey: Laying the Groundwork for Success

In this video, Eric Housh (CGO) and Blake Greene (Principal Account Executive) discuss strategies for engaging clients new to CRM systems. They emphasize understanding the client’s background, assessing their readiness, and the importance of linking CRM implementation to tangible business value.

The conversation covers the challenges in calculating ROI, the necessity of guiding clients through CRM adoption, and handling remediation cases where previous CRM implementations failed. Eric and Blake highlight their team’s approach to consulting, focusing on understanding the client’s business, setting realistic expectations, and prioritizing impactful solutions.

They conclude by stressing the importance of consistent processes in achieving business success and the transformative role of CRMs in enhancing business efficiency.