You’ve invested in a new CRM, and now your team is asking, “What now?” Unfortunately, this is where many businesses stumble. They’re left to configure the system themselves, often without the time, resources, or expertise to do it right.
The result? An improperly set up CRM, costly external consultants with mixed results, and a frustrated team that fails to see the value of the investment.
The reality is that your CRM provider should do more than hand you the keys. To avoid the WhatNOW trap, here’s what you should expect from a true CRM partner:
1. Hands-On Onboarding
A CRM partner should guide you through the initial setup, ensuring the system is aligned with your established business processes from day one. This includes:
- Mapping workflows to match your sales pipeline and customer journey.
- Importing and organizing your data correctly.
- Providing training resources so your team can hit the ground running.
With hands-on onboarding, your CRM becomes an integral part of your operations—not an added burden.
2. Customization Expertise
Your CRM should fit your needs—not the other way around. Expect your CRM partner to:
- Create thoughtfully tailored workflows to reflect your unique sales processes.
- Develop custom fields and data structures for tracking critical metrics.
- Implement efficient automations to save time and reduce manual work.
These tailored solutions ensure your CRM is optimized to deliver results specific to your business and industry.
3. Ongoing Support
Support should be proactive, accessible, and personalized. The last thing you want is to blindly register support tickets and wait for a response from someone unfamiliar with your business. Instead, your CRM partner should:
- Offer real-time support that understands your industry and specific needs.
- Provide regular check-ins to identify areas for improvement and optimization.
- Help you adapt your CRM as your business evolves.
This type of ongoing support ensures you’re consistently getting the most out of your system, turning your CRM into a long-term asset rather than a short-term frustration.
Why SalesNOW?
At SalesNOW, we’re proud to offer a professionally managed CRM solution that ensures your system is configured, optimized, and supported to drive results for your sales team—not just sales teams in general. From tailored onboarding to personalized support, we help you avoid the WhatNOW trap and maximize the ROI of your CRM investment.
Whether you’re setting up your first CRM or transitioning from another system, SalesNOW ensures that your CRM works for your business, not against it. Let’s build a solution tailored to your team’s success.
