Your CRM Journey - Part 2: Packing

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So what should you pack for your journey to CRM success? First I would start with some patience. CRM success is rarely instantaneous, and if you are in a hurry to see immediate results, you are often going to be sadly disappointed.
Next I would bring along a positive attitude. Being successful with CRM requires changing behavior and attitudes, which can be challenging, so it’s essential that you lead by example by being upbeat and optimistic. That may not always be easy, but it certainly will make the journey more pleasant for everyone involved. Remember no one likes to fight on a long trip - that’s why there are portable DVD players.
Finally, bring a map. CRM success isn't as easy as just getting from point A to point B. The road can sometimes be winding and there will often be obstacles blocking the way. The only way to get through is to have a well-thought-out strategy and a plan in place to keep you moving forward. One final packing note, be sure to roll instead of folding to reduce wrinkles.

Published In: Professional Practice Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Chris Fritsch, ClientsFirst Consulting | Attorney Advertising

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