Always check the back seat
We’ve all seen a horror movie like it. Everything is calm. All the drama is over. The protagonist gets into the car... and panic. Suddenly something jumps from the backseat. You’ve dropped your popcorn, the protagonist has let their guard down, and no one is getting any sleep tonight.
The moral? Stay alert. If your CRM strategy is going well right now – that's great news. But over time your needs as a business will change – whether the business is growing or your goals change. You have to keep adapting your strategy with those changes to get the best possible outcomes from your CRM. So, how do you do that?
At Workbooks we offer Shared Success Workshops – these are a great way to find out how effectively your CRM (or process if you don’t have a CRM) is working at the moment vs. what you could be getting out of it. Our consultants visit you on-site to help you tailor your strategy and there’s no commitment to buying Workbooks – so you can take your strategy and use it anywhere.
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