Maximize the Potential of Your Customer Relationship Management System (CRM)

Much like most software and systems, Customer Relationship Management systems are not a silver bullet solution to increased sales, a better member experience, or enhanced communication. However, they are an incredible tool to increase all three areas when optimized properly. CRM optimization ensures that the system is used to its fullest potential and that it puts the member/customer at the centre of the relationship.  

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Seek Out Expertise…Let’s Face it, Choosing A CRM is Not Your Day Job!

Deciding on the ‘best fit’ CRM system can be a daunting task for several reasons. First, there are many, many systems to choose from, and they all claim to be the silver bullet. Second, when CRM is not your day job you likely don’t know the right questions to ask, and if you don’t know the right questions to ask, how can you pull together an effective RFP? Third, when CRM is not your day job it is almost impossible anticipate all the challenges that may occur during a CRM software implementation. Finally, a CRM strategy is often confused with the software. A CRM Optimization expert can help your organization start with the end in mind, get clear on organizational needs, and connect and align desired outcomes with your company’s business strategy.

A CRM Optimization expert can create a detailed business plan and RFP that addresses these issues up front, define the metrics and key deliverables and objectively help  match the software that best fits your unique set of criteria and helps making choosing a the proper CRM a successful strategic initiative. Retro fitting software to a strategy never works.

The CRM Decision is Made…Now What?

Many organizations looking to implement CRM have difficulty knowing where to start, how to configure the system to their specific business needs, and how to use it.  CRM systems are highly configurable and essentially start you off with a “blank slate”. Once an implementation begins many decisions need to be made in a short period of time.  Once again, investing in the help of a CRM Optimization Expert will help you get the most out of your CRM investment before it even gets started.

Satori’s CRM Optimization Expert

Jason Heffren is Satori’s Director, CRM Strategy and Optimization.  Jason started working with Canadian credit unions in 2005 selling and implementing front-office solutions, most notably Customer Relationship Management (CRM) systems.  Today there are over 30 Canadian credit unions that have had their CRM systems either implemented or supported by Jason.

Jason is unique in that not only does he know the technical components of the CRM systems, but he knows the entire credit union technology ecosystem of which CRM systems are a part of.  While the technical component should be enough, Jason also has more than 20 years sales experience so he can help your organization match your optimize your existing sales processes to the CRM system for maximizing potential and key deliverables.

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About Satori Consulting inc.

Satori Consulting inc. is a leading Canadian owned management consulting and leadership development firm, based in Burlington Ontario. Being based in Burlington Ontario supports our geographically close service areas of Hamilton, Oakville, Mississauga, Cambridge, Waterloo, Toronto and the GTA, but we are also national and global in scope providing management consulting services from coast to coast within Canada and the US.

We bring a unique, cross-disciplinary approach to clients’ challenges, ensuring the right balance of expertise, real world experience and best practices across business strategy, governance, organizational performance and executive & talent development.

Providing expertise in credit union consulting, insurance industry knowledge, academia (coaching and teaching), general business management solutions, family business solutions, leadership development and team building – Satori Consulting inc. is passionate about management consulting and partnering with clients that want change.