Episode B1.009 Build CRM for GoLive

RESULTS RADIO..."Let's Grow Together"

IntroductionDuring the research phase – episodes B.006, B.007, & B.008 – one of the core issues up for debate is the ability to get a complete picture of your customer interactions and build organic relationships with a multitude of channels creating noise.
Now that we're done researching, prioritizing, & plotting out the connections of this system, today and for the next three (3) weeks, we're going to start to explore building out your business system and being ready to go live!
Today, we're kicking things off with building a CRM system that meets your unique needs.
Have a great business week.
🎙 Listen→Apply→Engage

Show Objectives
Every business has logical phases of conversion. People start this transition when they encounter and become aware of your business and decide to learn more, buy something, request additional information, and buy additional products and services. The goal for today's show is to look at this workflow and talk about building your most efficient CRM.

Key Issues - Owner Perspective:

1. Is there sufficient customization — Can the system align with my business model throughout the customer life cycle and still deliver an easy user experience?
   
   
   
2. Is there a micro/macro point of view — Can the system provide both a big picture and an individual level overview into the business pipeline?
   
   
   
3. Are the reports and dashboards useful --
   
   Are there actionable ways to review our data for business insights into buyer behavior?
   
   
   
4. Is there a pathway for integration --
   
   Are there direct integrations with other technology that you use (E-commerce,)
   

What You Need to Know
That shiny feature-set really translates into dollars and sense for SMBs when it's deployed and designed to give you the right information at the right time. A good execution strategy accounts for your company goals, sensible milestones, evaluation of those strictures, and how the phases of your customer journey are routed and aligned within that framework.

Here are those shiny features:

• Contact Management
• Interaction Tracking
• Lead Management
• Email Integration
• Document Management
• Proposal Management
• Pipeline & Funnel Management
• Workflow Automation
• Reports & Analytics
• Forecasting

Minimum Viable Powertools: Automations and integrations that you're gonna love from day one.

• Websites - analytics, browsing patterns, commerce, & lead conversion are a complimentary data point and an excellent source of measurable success metrics.
• Ecommerce and/or Finance and Accounting - Quickbooks, Zohobooks, and other more e-commerce solutions such as Square, Woocommerce (WordPress), & ThriveCart offer valuable sales metrics that marketing, sales, & support roles need to know.
• Email marketing as a CRM Hub(?) – A new but interesting trend in the marketplace.
• Project management and/or product delivery systems - automate engagement and onboarding for new and returning buyers that does some heavy lifting

What You Need to DoChoose wisely.
Making decisions and plans that align with your current reality and fully realized projections based on SMARTER goals can save you time and money in later stages of company growth. You've done the research and made some decisions. Now is the time to implement key components within your infrastructure. EPISODE B.014 BUILDING A CUSTOMER ACQUISITION PROCESS

Resources

• Episode B.014 Building a Customer Acquisition Process
• Episode B1.008 Selection Based on Price, Integration, & Scalability
• Mailchimp, A Marketers Guide To CRM

Shows

• Previous: Episode B1.008 Selection Based on Price, Integration, and Scalability
• Next: Episode B1.010 Build ERP for GoLive

Written by: RJ Lewis

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