How To Get the Most From Your CRM with Omer Lizotte

This episode is for anyone who has a CRM. Our guest Omer Lizotte explains how to get the most from you CRM. Omer has studied CRM usage across many industries. He recently authored a book titled “Do you CRM me?: An Analytical Guide to Customer Relationship Management “. The book is full of case studies and advice that can help you bump up your selling productivity and efficiency.

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Start Simple Not Big

Omer recommends starting with the simple data that best represents your prospects. Track ONLY that data. Never include data that “may” have value some day.

Information – Collect what’s most relevant to your ideal client
Organization – Make data easy to find and use for sellers and managers
Application – Focus on KPIs (Key Performance Indicators)
Test – Don’t assume, see if data valuable
Learn – Improve CRM with experience

Start simple, don’t collect everything, and don’t get stuck in analysis paralysis.

Organizations need to support their staff with IT personal. Provide skilled staff who can: configure reports, configure data, analyze work flow, aid both sellers, managers and administrative staff.

As the organization matures, integrate that knowledge into the CRM. Don’t bite off too much at first.

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