There are literally hundreds of options to choose from when it comes to a CRM and Marketing Automation solutions. If you don't use any of them you are making things a hell of a lot harder than they need to be, and not providing your team with the tools they need to succeed.
Too often we see companies choose a CRM because of price, who they know or maybe it's something they used when they worked elsewhere. If this is your approach and you don’t have a plan for implementation, then licensing a tool is a waste of your time and money. If you don’t think through the what is need from the CRM to support your team and processes you will inevitably see poor adoption and may even cause more problems than you have today.
The same goes for a marketing automation solution. If you are not thinking about the how and why the solution is to be aligned with your CRM then you are just creating activity without productivity.
The key to leveraging the most from your CRM and marketing automation solutions is to set them up to align with your teams needs, processes, and objectives. If your tools work in concert with each other you will see greater adoption and benefits and you will reap better rewards and achieve your goals via establishing a clear path to sales for your teams.
Published by Rich Rutherford on 03-04-2019