How to choose the right CRM to power RevOps

23/05/2022 1h 3min Temporada 1 Episodio 4
How to choose the right CRM to power RevOps

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Episode Synopsis

In this episode, we talk about how to choose the right CRM system to power your RevOps function. A CRM is now so much more than a contact database; it’s the engine that powers your customer’s experience with your brand. Whether you’re looking to invest in CRM software for the first time or move your organisation away from a legacy solution, your new CRM should effectively balance your business goals and customer needs while also accounting for long-term growth and profitability. We share our experience of managing countless CRM implementations, making recommendations to inform your decisions about which system is the right fit for your business and to set your teams up for success. You’ll learn how to define your ideal CRM, navigate the software market, and prepare your organisation for benefiting from revenue operations.  Key Takeaways:We talk through our multi-step process for defining and selecting your CRM:Step 1: Consult with Stakeholders and Key Users Step 2: Identify Your Goals Step 3: Assess Your Tech Stack Step 4: Compare Critical Features and CapabilitiesStep 5: Consider Costs and ROIStep 6: Outline Your Adoption Plan  Resources:https://www.linkedin.com/company/revopslabhttps://www.revops-lab.com/ Connect with the hosts:https://www.linkedin.com/in/chris-bayliss-enquirylab/https://www.linkedin.com/in/charles-proctor-marketingauto/ We hope you enjoyed the episode, join us next week when we are joined by our first guest to discuss the RevOps metrics that really matter.