Kasey Luft: Hey everyone, Kasey here from Clientric CRM
Consulting. In today's video, we're gonna be talking about the
five biggest mistakes to avoid when starting your CRM. Welcome
back to our From Chaos to Control series, the ultimate
tech playbook for contracting companies. Whether you have less
than 10 employees are over 50. This series will help you
streamline your operation save time, and reduce overhead to
decrease chaos and give you more control. At client Derek we
specialize in creating custom software solutions for
businesses to decrease chaos and streamline operations. And a
really big part of that is creating custom serums for our
clients. So today, we're going to talk about the five biggest
mistakes we see people make with their CRM. So let's get into it.
Number one is utilizing too many unnecessary fields, you're
trying to capture every single piece of data possible instead
of just the important pieces you actually need. So in order to
solve this, you can ask questions like How will you use
this information? Do you really need it, of course, it's better
to collect it if you aren't sure. But don't just collect
information for the sake of collecting it, try to have a
plan and a vision for the fields and minimize the amount of
fields you use by figuring that out ahead of time. Number two,
using the wrong type of CRM. Depending on where your business
is at, you might be using an out of the box system when you
should be using a customizable CRM or vice versa. So it's
important to know where your business is at and how to
maximize the usage of the CRM itself. Are you constantly
finding workarounds? Or are you constantly frustrated with other
software that you're using like Acculynx, Job Nimbus, Jobber
etc, it might be time for a customizable solution like Zoho.
Now ensure you're actually customizing your customizable
CRM to suit your business needs and processes. It requires
constant effort, and it will not work out of the box for you. So
you have to put the time and energy into making it work for
you. Number three is not integrating with your other
tools. Are you having a jump from software software, and it's
becoming confusing and overwhelming, your team spending
too much time duplicating information from one software to
another software, it's wasting too much time. Either find
someone who can develop custom integrations into the tools you
use. Or you can look at a tool like Zapier to connect them and
save your team time, you're gonna save so much time in
manual errors. By doing this, you will find you have more time
to do the things you actually love. So definitely look into
that one. Number four, too many manual processes. The point of a
CRM is to make things organized and streamlined. But when you
add a million new steps into manual processes for your teams,
it becomes the opposite, you'll find tasks start to fall through
the cracks, and they're going to become forgotten or lost, people
are gonna get frustrated, overwhelmed, and they're gonna
go back to doing things the old way, cuz they know that. So if
you map out your process and outline your various business
flows, that will allow you and your team to get clear on what's
happening. So they know exactly what's happening. Number five,
lack of change management, this really just means you don't have
enough buy in from the team, it has to come from the top,
there's no other way. That means you likely aren't announcing
updates, providing training to your employees, or you've tried
too many things in the past. Now the team doesn't believe you're
actually going to make things better, because you have already
done a million little things and it never seems to work the way
you want it to. So you need to be better at communicating the
changes, sharing the vision with the team and moving in more bite
sized chunks that they can actually work with. It requires
practice, but you have to be strategic in your change
management processes. And let your team know and be super
communicative. We've touched on a few of the ways to solve these
basic issues. But the best way for you to avoid these potential
issues in the future is to get crystal clear on what your goals
are for the business. And then translate that into the CRM. If
you know you need to grow and scale or hire for more crews, or
whatever it may be, you know, you need a system that requires
optimization and scaling. If you're happy with where you're
at, then maybe you don't. And what you need the CRM to be able
to do to reach that next set of goals will depend on what those
goals are. So think about how you can create it with the user
in mind, how can you make it as helpful, supportive, user
friendly as possible for your team. And don't forget their
opinion as well. The people who are in it daily need to have a
say in order to create something that is ultimately for them. So
think about implementing in stages to not overwhelm or
confuse your team and try to build a roadmap to showcase a
vision to everyone to get buy in. Now lastly, ensure you buy
in from the top and not just say yes, go ahead buy in from the
CEO, but ensure they are a part of it. They're a part of the
conversation willing to take some time to understand and push
the project forward with the team. With that. That's the end
of today's video going over the five biggest mistakes we see
people making in their CRM most often. Don't forget to
subscribe, and stay tuned for more exciting episodes of our
from chaos to control series. And if there's anything specific
you'd like to see in the series, or if you any questions please
let us know in the comments down below. Thanks for watching and
we'll see you in the next one. Bye for now!