Your CRM Journey - Part 7: Points of Interest

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While focusing on your ultimate CRM destination is, of course, important, it can also be beneficial to check out the scenery along the way. You need to take a little time to smell the CRM ‘roses’ and relish your successes to ensure the journey is sweet.
There are a lot of points of interest that can be… well, interesting. You may even want to plan in advance what sites you want to see. Think about what made you want to embark on the journey in the first place. What were your goals for this journey? What landmarks did you hope to see en route? Where did you hope to end up?
For instance, are there certain levels of adoption you want to reach? Are you interested in improving mailing lists or event management? Do you hope to be able to identify a certain number of relationships to enhance business development? Do you need to improve data quality as you move forward?
All of these are sites worth seeing. And when you arrive at one of these important points, you will want to memorialize the achievement by sending a postcard, so to speak. Communicate the successes with others at the firm to let them know that you have all worked together to reach a crucial milestone.

 


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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