The CRM Build
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The CRM Build
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概要
In this episode, Lindsay Young, president of 3 Aspens Media, and Brian Gardner, founder of SalesProcess360 and author of ROI from CRM, dive into the next phase of the CRM journey: the CRM build.
Brian emphasizes the importance of starting with the end in mind, ensuring that the CRM is designed to meet the company’s future needs. They discuss how to use “day in the life” scripts to guide the build, and explain the technical aspects of CRM implementation.
Key topics include the critical role of data structure and data governance, especially in managing accounts and product taxonomies, as well as the integration of CRM with ERP systems. Brian also covers the importance of dashboards and reporting by role, making sure the CRM works for everyone in the company.
The episode concludes with a discussion on the testing phase before go live, common mistakes to avoid, and the vital role of the CEO for CRM throughout the build process.