Optimizing the CRM Adoption Curve

Jan Sysmans —  January 25, 2011 — 2 Comments

Implementing a CRM system will turn your sales organization into a smooth-running sales machine, jump start your marketing campaigns and help you drive down your customer support backlog.  But achieving CRM success takes organizational focus and an understanding of what to expect while putting your company on the path to that success.

We’ve covered previously the first three steps in the CRM Adoption Curve. The first step in your CRM journey is to recognize the chaos and lack of visibility that happens in your business when you don’t invest in CRM processes and tools.  The second step is all about centralizing your customer information into one system and defining repeatable processes for interacting with your customers.  The third step is where you really start getting leverage from automated customer processes and better collaboration across your different customer-facing teams.CRM Adoption Curve

The fourth, and not-so-final, stage is the “Optimized Stage”.  I say “not-so-final” because this stage is all about continuous process improvement.  This is the ultimate goal of a customer-centric company. You now have a dedicated team focused on continuous CRM improvement which is driving marked growth in the company.

Your customer processes are now highly efficient and set you apart from your competition in a unique way.  Your teams understand how to quickly adjust the way they communicate with customers and work with each other. The systems required by your CRM professionals are fully integrated for both data and process.  Management not only has visibility into the current efforts, but can predict future success based on the accuracy and consistency of the data. Your CRM solution is agile and able to easily meet the evolving business needs.

Achieving the “Optimized Stage” usually requires at least one year of continuous process refinement from when a company first adopts SugarCRM at Stage 2, the Managed Stage.  Again, your local SugarCRM implementation partners can help you chart a path to the “Optimized Stage”.

I hope this gives you a good view of where you are starting from and where you are going with your CRM solution.  Remember, there is no good or bad place to be on this adoption curve.  Some very large companies are in the manual stage and some very small companies are in the optimized stage.  The more important questions are around how you organize your customer-facing activities to create more and happier customers.  In other words, how do you wrap these stages, this evolutionary process of managing your customers, around the needs of your customers?

And this is where SugarCRM and its partners can help you.  We will work with you on defining and planning a strategy to move you along this adoption curve so that your company can optimize its processes to drive the best differentiation possible in the market place.  In the next installment of this blog series, I will share with you some lessons I’ve learned on planning a CRM strategy.

Jan Sysmans

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Jan Sysmans brings 20 years of marketing and product management experience, including particular focus in the software-as-a-service segment, to his role as Senior Director of Product Marketing at SugarCRM. In this position, Mr. Sysmans is responsible for all global product marketing programs for SugarCRM. Mr. Sysmans speaks on behalf of SugarCRM about the value, benefits and future of commercial open source solutions at customer and industry events around the world. Prior to assuming his current role at SugarCRM, Mr. Sysmans was the Enterprise Marketing TME (Technical Marketing Engineer) at Cisco WebEx and Director of Marketing at WebEx Communications. Earlier in his career, Mr. Sysmans held product management positions at PlaceWare, Ensim, Narus, XO Communications and Concentric Network Communications. He also served as the chairperson of the Marketing Communications committee on the SaaS Executive Council of the Software Information and Industry Association (SIIA) from 2006-2007. Jan Sysmans holds a Bachelor of Science in commercial and diplomatic relations from the HUBrussels Business School (Belgium), and a Master of Business Administration in intercultural management from ICHEC Brussels Management School (Belgium). He speaks English, Dutch, French, German and Spanish

Trackbacks and Pingbacks:

  1. Defining CRM success with the CRM Adoption Curve « SugarCRM Corporate Blog - April 17, 2012

    [...] the next post, we will describe what happens when you move from the Defined Stage to “Step 4: the Optimized [...]

  2. CRM Implementation Project Plan and Best Practices Guide | CRM Solution Comparison - December 21, 2012

    [...] Optimizing the CRM Adoption Curve « SugarCRM Corporate Blog – Implementing a CRM system will turn your sales organization into a smooth-running sales machine, jump start your marketing campaigns and help you drive down your customer support backlog. But achieving CRM success takes organizational focus and an understanding of what to expect while putting your company on the path to that success. We’ve covered previously the first three steps in the CRM Adoption Curve. [...]

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