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Get more from your CRM with CRM Mentor

 

Your CRM system is a significant investment and represents a real impetus for change, especially during the implementation phase. But when the company agenda turns to other priorities, will the full business impact of your CRM be left unrealised?

We all know that old habits can certainly die hard. So, one year on, what proportion of your CRM's functionality are you actually using? (We've often found it to be as low as 20%). Are you still locked on to inefficiencies such as performing a mail merge by exporting to Microsoft Excel and then to Microsoft Word? How many other issues are you struggling with that are easily addressed by your CRM, if only you knew how?

If this experience strikes a chord, then take a look at CABC's CRM Mentor programme. CRM Mentor compliments our normal training courses by allocated you a dedicated consultant who will help accelerate your learning about the use of CRM in your business.

You'll have direct access to expert knowledge and regular scheduled planning and progress reviews over 12 months with input tuned to your business objectives and phased at a pace you can cope with.

Site visits will be set according to your needs and will usually rage from once fortnightly during the period immediately after implementation to a minimum of once a quarter. Your CRM Mentor will of course be additionally available by phone or email at anytime.

 

For further information on our CRM Mentor service contact your CABC account manager on 01635 570970

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