Your CRM Coach

Without an experienced coach, you're setting yourself up to make the same mistakes everyone else has made before you. Your CRM Coach are here to rescue you before things get too dire.

Why would my project fail?

The honest truth is that you're a businessperson, not a CRM implementer. CRM partners are a dime-a-dozen, so how do you set yourself up for success? If you haven't done this before, it's not simple: sure there are technical challenges for you to address but have you truly got your whole organisation ready for change? Do you know what monsters are lurking in your current data? How are you going to train everybody?

Traditional CRM projects fail because they're technology focused.

What are you ignoring if you focus on technology? People. You’re pretending your existing baggage isn't there. You're assuming you have the skills to properly run training. You’re hoping your CRM partner actually understand what you need, not what you say you want (hint: there's a difference).

A dirty CRM secret: the system will never be done. So lean into that: start small, get buy-in from your team, and grow over time. Otherwise, your key internal users will have had enough of the system long before they even start using it. Bringing your key people along for the journey is one of the biggest leading causes for CRM project success!