Conduct an audit of existing tools and processes
Posted: Sun May 25, 2025 6:37 am
An effective CRM isn't something you buy on a whim. It must respond to a specific reality: that of your company, its processes, and its ambitions. Before even looking at features, take the time to analyze your current organization and set clear objectives .
This first step is crucial. A solid CRM specification is based above all on a clear vision of your situation and on well-defined expectations .
Before integrating a new tool, ask yourself: where are you today?
Do you already have a CRM? If so, what are its limitations? If this is kenya phone number list first CRM, how do you currently manage your contacts and sales opportunities? Many companies still juggle Excel files or internal databases, risking a loss of efficiency and visibility.
A CRM never works in isolation. It must integrate with your technology ecosystem : ERP, invoicing solutions, marketing automation tools, etc. Make a list of the software you use and identify the essential connections. A powerful CRM should streamline your processes, not complicate them.
This first step is crucial. A solid CRM specification is based above all on a clear vision of your situation and on well-defined expectations .
Before integrating a new tool, ask yourself: where are you today?
Do you already have a CRM? If so, what are its limitations? If this is kenya phone number list first CRM, how do you currently manage your contacts and sales opportunities? Many companies still juggle Excel files or internal databases, risking a loss of efficiency and visibility.
A CRM never works in isolation. It must integrate with your technology ecosystem : ERP, invoicing solutions, marketing automation tools, etc. Make a list of the software you use and identify the essential connections. A powerful CRM should streamline your processes, not complicate them.