Your CRM Journey - Part 5: Winding Roads

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You may initially think that a CRM implementation or rollout would be straightforward. So many firms have gone down this road before that you wouldn't expect to have to blaze a new trail. 
But what you will often discover is that you may have to drastically alter both your expectations and your course. You might start out planning to go in one direction initially, but soon find out that you are moving in a completely different direction - or even doing a complete 180.
With CRM, one minute can seem like smooth sailing. The next, you may find yourself caught in a whirlwind just trying to stay afloat. At times like these, it’s easy to feel like bailing. But don't. Before embarking on your CRM journey, you need to understand that achieving CRM success can be a long and winding road. That path can be filled with peaks and valleys and littered with roadblocks.
This is because the goal of CRM is to help the firm achieve key objectives, and these are often affected by the winds of change. Things like variable market conditions, economic upswings or downturns and increased competition can cause a firm to require a course correction. And as that course changes, sometimes the CRM implementation needs to change to support the new direction. But for firms that stay the course and are able to change gears and get things moving in the right direction again, the CRM journey can end up being incredibly rewarding and can take them to places they didn't even have on their original itinerary.

 

Published In: Firm Marketing Updates, 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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