• Marvina Case

CRM Top Chef



What's Your Go-To-Market Strategy?

Regardless if you are trying to buy your CRM or build it, you must know what you need in your solution first. The first step in a successful strategy is planning. Just like when you are going to cook a meal, you must have the right ingredients for the recipe to be good and taste great. So let's start with the basics. What are the right ingredients for your CRM?


The Right Ingredients

Sourcing the right ingredients is the part of the process that is difficult for many organizations to determine. A good rule of thumb for a starting point is to evaluate what you are using now!



Ask yourself and your team the following questions:


1. What do you like about our current solution?

2. What do you hate about our existing solution?

3. What does the current solution need to do better?

4. What do you wish the current system would do and feel it is missing?

5. How would this option impact your role, and what benefits would this change have on the overall process?


After you have gathered this information from everyone, do a features and benefits sheet and have everyone discuss it and the impact of the possible changes on the business. Please remember that CRM is no one-size-fits-all solution during this process, but there are some essential functions that every CRM needs to do well, and everything else must be tailored to your individual business needs.


The Recipe

Your CRM must discover, nurture, and convert leads while providing a snapshot on a single screen to sell faster and provide your employee with the most up-to-date and precise information for the customizable vital contacts for all users in every aspect of your business. Your CRM must automate! Your CRM must consolidate! Your CRM must innovate!



Making The Recipe Yours

Whether you decide to cook in-house or order takeout, please make the recipe yours and make it to order! Hot and fresh, straight from the kitchen and farm to table, are the main ingredients to remain competitive in today's marketplace, your CRM must personalize user experience and manage consumer interaction by automatically tracking, storing, syncing emails, chats, calls, and meetings directly from your inbox. Managing and closing deals with ease, speed, and personalization in every transaction from any device, any time, anywhere is what will grow your margins, increase acquisitions, and improve retention efforts. If you have a CRM that fulfills all these basic needs, you will have a successful recipe for your company's path to success, and you will be ready for the prime time as a CRM Top Chef. If you would like an experienced chef to help perfect the recipe, reach out to me, and I am happy to help regardless if we cook in the TaskSuite kitchen or yours!


By Marvina Case, TaskSuite




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