All aboard!! Getting your small business on board your CRM journey.

It’s a big ask, but someone has to take it on. If you’ve realised that your business needs to start driving efficiencies through CRM, you need a champion to be in the driver’s seat.

Let’s face it. Small businesses just don’t have the specialised resources, multi-disciplinary teams and project methodologies that big businesses have. But then again, that’s probably a good thing, as red tape can just slow you down.

We work with a lot of small businesses, and there’s usually one person who has been trusted with job of moving the business forward on its CRM journey. Often it’s the business owner themselves, but just as often, they will charge someone else with the task – usually the person with the most to gain from getting the best solution in place, or the one who’s known for whipping things in to shape.

Putting aside your real job, your role as CRM champion is important. It’s a big task with a lot riding on it. If it didn’t, you wouldn’t be the chosen one.

So here’s a little pep talk to help you on your way. These are our tips for being a great CRM champion.

  1. Sell the vision

You are bringing your own unique perspective to the role, but not everyone sees things the way you do. When everyone is doing a different job, they have different frustrations – or might think everything is just fine the way it is. It’s your job to sell the vision of what the future looks like.

 

Just about everyone will be impacted when you introduce a CRM solution in a small business – and some people are simply resistant to change, especially if it sounds anything like more work. Your challenge is to paint a picture of how CRM will help them, rather than be a hindrance.

  1. Search out the sticky problems

You need to get some clarity on what problems you’re trying to solve by implementing a CRM. What are the big hitters? What are the niggly annoyances?

 

You need to gather this intelligence from the people who matter – that’s the people who will be using the CRM. Launch an investigation. Talk to everyone. Learn what they do and how they do it. Ask what frustrates them. Cover all of your bases – the production team, the receptionist, the sales manager – everyone. Understand the flow of work, and what problems are created by the step before. Listen for things like “Those sales guys make it really hard for us in production when they don’t …..”.

There’s clues everywhere for how CRM can help drive consistency and efficiency in your business.

  1. Make a list – check it twice

From the results of your investigation, make a list. Â Then you can prioritise what’s urgent and what is nice to have. This is important as you might not be able to do everything at once. You might need help from your CRM implementation partner at this point. Â If you find the right help from a good implementation partner, they can inject their knowledge of what is standard functionality and what requires greater customisation effort. Â You might find that it’s possible to tick everything off your list on day one.

 

We’ve seen enough to know that you can also get great results from breaking the project into phases. There’s a lot to be said for getting the basics right and focusing the big transformational pieces of work.

Once people start using the system they have a much better perspective and context for what else is needed. You might find that some of your second phase priorities might change or be unnecessary and new ideas will arise for how your CRM can better support your processes.

Redo your list, resell and vision and get moving on Phase 2.

  1. Find a partner who understands you

We might be biased, but it’s essential you get the right help. You need to find a CRM implementation partner that gets you and gets CRM. Every business we work with is different, and every CRM starts and grows in different directions because of the unique problems you need to solve for.

 

That’s why we work exclusively with Microsoft Dynamics CRM. It’s extremely flexible and we can make it fit just about any business problem we come across. It’s a matter of intimately knowing CRM and getting to know your business and what you want to achieve.

Ok, so now it’s time to get out there. Start championing the cause!

Tips For What To Look For In A Web Design Course

Most people with an interest in professional design as a career or with the hope of creating powerful sites for personal use or business need to equip themselves with knowledge and skills in web design. What is notable is that they can get the opportunity to do this by taking a web design course. In this way, they can be able to create sites with great choices of color and arrangement of icons that can grab attention of the target group. With respect to this, here is what to look for in a web design course.

Medium of delivery
Web design courses available online is in different formats. It is necessary that you know the medium of delivery to help you choose the one that you can be comfortable with. This you can determine by going through the free tutorials, downloadable PDF manuals and video courses.

The scope
The spectrum of the web design course should include all the essentials that can help you become a web design pro. Therefore, the course should be well-rounded imparting you with all the necessary webmaster skills for you to pick an area of specialization on your own. The course should be thorough and complete and should go beyond understanding HTML code.

Technicality of the course
While it is notable that some web design courses are ultra-technical in their nature, if you want just to understand the basic skills of web design, then you must take courses that can teach you the basic skills. You must focus on understanding the basics, including CSS, HTML, FTP and hosting control panels. You must as well comprehend how to create web pages and update them regularly. After all, you may not need to be disorganized with excessive techno-jargon.

Try out things
Web design is entirely a practical venture and you should get highly skilled by undertaking a course that can help you learn things with assistance or on your own. In order to succeed, you should focus on learning the basics, putting them into practice and later refining what you learn. Refining your art in web design may take time, but practice always makes perfect.

Check on testimonials
It is important you check on testimonials or find reviews about the course that has been left by customers. In this way, you will able to determine whether or not the course has worked for others or not. You may not want to waste your energy and money on a course that hasn’t been fruitful for others, but you can choose one with good reviews to thrive.

The cost of the web design course
On finding a reliable candidate to undertake the course with, kindly consider the cost of the web design course. There is no need to spend massively or too little, but you can use the quality of the course offered to ensure that you spend what will earn you benefits. Therefore, undertake your search well and make sure that you acquire a course at a reasonable price.

Final Thoughts
It all starts with a will to learn the essentials of web designing, then you can walk up your way towards learning and practicing to become a pro web designer. Make use of the tips outlined above and be sure to pick the right course to become the best web designer with time.

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