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How to Implement CRM Software Effectively

By Steve Stroz on Jun 27, 2018 3:00:00 PM

For CRM software to be effective, we often stress that businesses have to train their employees. At first, they may not be so eager to learn new software and change their daily routine. Managers have to get the point across that CRM software will make their job easier by automatically taking care of simple tasks.

If you've never purchased new software before, you'll be in for a surprise when you introduce CRM (ACT!, HubSpot, Saleslogix, Zoho) to your employees. There's a disconnect between the excitement managers feel and the reluctance of sales representatives to learn how to use new software.

This isn't a technological disconnect, it's a mental one. All of your employees can learn to incorporate CRM into their daily tasks. The question is if they'll be willing to do so.

A recent Business 2 Community article explains that in order for employees to use CRM software, they have to see it as a useful tool. According to the article, businesses have to invest in CRM data quality to support their employees.

"CRM software must be seen as a useful tool rather than a hindrance, but it can only be successfully implemented if data quality is prioritized too. The business simply must invest in data quality software that supports employees in their work, without creating new challenges or time drains. The use of data quality tools must be a proactive and ongoing process if it is to stem the tide of manual errors and natural decay."

We've seen both the successful and unsuccessful implementations of CRM software. More often than not, it depends on how the company introduces the software and trains their employees. CRM software will work if the entire company is on board. But if you're struggling to get employees to use it, you'll have to rethink your strategy.

To talk more about CRM software, or anything else, please contact us. Thanks.
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We thank our ACT! and SalesLogix clients

By Steve Stroz on Aug 6, 2010 1:11:00 PM

I think the hardest thing about “blogging” is writing the first entry.  I have no doubt that in time there will be hundreds of posts about ACT! upgrade projects, e-mail marketing tips, creating custom ACT! reports, and client success stories - but where do I start?

After a few weeks (OK, maybe months) the light bulb went off!  I need to start by thanking our clients.  It seems sort of obvious but without them nothing happens.  I’m living the American dream but without our clients I have nothing.

I realize this is a mutual feeling.  We solve serious problems for our clients that result in saving/generating a lot of money for their organizations but I am still humbled and proud that we’re achieving my original vision for Gold Coast Advisors: If our clients come first – good things will follow.  The ultimate business karma.

In 2008 and 2009 Gold Coast Advisors won the Sage Software President’s Circle for Customer Loyalty.  In plain English, when our clients were surveyed “Would you recommend Gold Coast Advisors to a friend or colleague?” they ranked us #1 of over 2,000 firms.  (You can read more here:  http://tinyurl.com/263r42u)

I couldn’t even begin to express my gratitude but for now I’ll just start by saying:  Thank You!

Steve Stroz
President of Gold Coast Advisors


Sage President's Circle Award 2008                 Sage President's Circle Award 2009

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