What Do You Want From Your CRM?

At least 5 times a day, we hear these words from prospective clients…

“I hate my CRM, it’s too complicated.”

And our response is, “Well what do you want your CRM to do?”




Before searching Google for Best CRM, take the time to sit down and make a workflow of what you need your CRM to do for you.

Here are some questions to ask yourself, when designing your workflow.

Where do your leads come from?

How do you track where they come from?

Where do your leads get stored?

Who needs access to your leads?

How do leads get moved through the pipeline, while also keeping your team updated?

What reports do you need on a daily, weekly, monthly basis?

How much information does your team need access to, at each stage of the pipeline?

What does the CRM need to plugin to, once a sales has, or has not, been made?

*Please note, that this is not an exhaustive list, but will help you get clarity on what is important to you, and what is not.

Of course, usability is also a big factor.  If your team doesn’t see the benefit of using a CRM, it isn’t going to matter which you choose, it will be a waste.

We would love to know how you get your team to use your CRM!  Leave a comment below to let us know.

Have a productive day!

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