Implementing CRM Solutions Without A Staff Overhaul

I came across David Taber’s article in CIO titled “The CRM Talent Shortage: Here, Now” and agreed with some of his points, but there were some things he said that struck a chord with me. The article talks about how there is currently a shortage of CRM talent, and due to the fluctuating economy CRM professionals are hard to come by.

According to Taber, “there’s [an] increasing demand for external staff and consultants.” He also says that the vacant openings include “system administrators, operations types, data analysts, and power users.”

I have to say, I disagree.

Before you even look into outside support for you CRM solution, before you even consider implementing a CRM solution, you need to find a CRM that is easy to use. You can’t waste valuable time and money dealing with a complex application.

Ease of use allows for a smooth user adoption experience. CRM is all about having information available, easily, and right at your fingertips.

A point Taber mentioned that I do agree with is about growing your own talent.

“Grow your own talent, investing a junior technical person to give them CRM and business domain knowledge.”

I’m going to take this point one step further and say that not only should your CRM solution be easy to use, it needs to be easy to learn. Complex tasks should be limited. Yes, your organization should have a trained professional on staff or readily available for support needs. However, education should not stop with the initial introduction of the CRM solution. Your organization should provide ongoing CRM education to make sure the CRM application is being used to its fullest potential.

Make sure you review all of your options before selecting a CRM solution. Don’t just assume you need an entire team to maintain your organization’s CRM. Implementing an easy to use, easy to learn CRM will help you quickly and efficiently train your current team to help streamline your business processes, without wasting valuable time and resources.