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Customer relationship management (CRM) in medium-sized enterprises.

Customer relationship management (CRM) in medium-sized enterprises.

The three CRM main components are people, processes and technologies. They are in an immediate connection with each other. No new customer philosophy, no call for the implementation of an outshining information technology, no new employee orientation and primarily no new software is CRM. CRM is an integral attempt at the profitable arrangement of customer relations under consideration of a purposeful staff qualification (soft factors), an integration of existing technologies and its expansion as well as the orientation of business processes towards exchange of value between the own organization and customers. Every test of the unilateral consideration is doomed to failure. A variety of the CRM introductions didn't bring about the hoped-for success because the main emphasis was put on only a component.

The question is now: Do medium-sized enterprises need CRM too?

Where the product life cycles and delivery times get shorter and shorter, the market rates drop, the customer requirements increase and the competitive pressure always becomes bigger must the middle classes meet the challenges of the global markets also in today's time? It must master the complexity of the market, show mutability and govern its business innovatively. With the tools which CRM especially offers the middle classes today, too it can retrieve all information at the touch of a button, therefore much time economizes and is for its competitors always unite step ahead. Information is immediately and everywhere always available through this. The reduction in the general sales costs and the marketing administrative costs on one side and the increase of the turnover and the profit margin on the other side can make every middle classes company of yield rich men.

What does CRM mean for the organization?

The decisive question is: How can the enterprise organization be made fit for CRM? Unfortunately, it is also the question for which there is no solution yet. Many enterprises start with CRM as a project. They notice, however, fast that CRM is more comprehensively than assumed first gets broader and more complex, the project. And it needs the punch-through on the operative divisions in the enterprise.

Enterprises having already early dealt with CRM, remarks now that they don't come further in the traditional organizational structure, sales separated of marketing and service. Courageously new approaches are tried out there. Many American enterprises have gone away completely of the function-related organization, for example. You line up along the enterprise processes and a so-called "Chief Customer Officer" is on executive board level responsibly for the arrangement of and improvement in all customer relations.

How to introduce CRM?

An enterprise should be more important than face of the many different services in the CRM gradually (THINK BIG – START SMALL).

1. The actual state inventory of the existing processes of sales and communication. In which state are the customer data? How many different systems (not only IT) are storing information about customers and prospects.

2. After a rough summary of the CRM-like state of the enterprise to himself, the decision can be made whether the internal know-how for CRM is appropriate enough or whether an external consultant is necessary, because the next step is the development of a target profile. Important questions are here: How do we want to communicate with our customers in future? Which information need in which decision phase does the customer have?

3. In the next step the area which promises the greatest benefit for the enterprise is selected. You start there.


4. Successful CRM projects stand out particularly due to the early inclusion of the employees who must work in the changed organization later. The employees these will in the project involved, must be assigned to the working groups according to their competence main emphasis. The timely inclusion of employees has a double advantage this one on time: on the one hand, the influence of existing values and entrepreneurial culture influences is guaranteed with that and on the other hand, this leads to a higher acceptance at the employees opposite the new CRM developments.

5. As soon as modifications are carried out with customer contacts in existing areas becomes the regular operation influenced. To keep the influencing as low as possible, a training concept has to be organized according to the user needs. In the centre of every training the benefit has to be addressed, not only the enterprise but primarily the working improvement for the employees affected. The transfer to the practice happens by a corresponding modularization of the training programs. So the users' newly acquired knowledge can practically clear use and open questions next week or with the help of a coach in the week.


6. Earliest now thoughts on the correct software can be made. Because depending on priority it can go in the direction of the data quality or in the direction of the operative translation into action first. And with the software choice, of course the usual steps come at a software choice: From the functional specifications over invitation to tender until the introduction.





Customer relationship management CRM in mediumsized enterprises - To learn more about this author, visit Hans-Peter Holzwarth's Website.

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David Acheson is the founder of DCJA Consultancy. DCJA Consultancy is a management consultancy business specialising in B2B sales consultancy. They offer bespoke and packaged sales consultancy including Sales Optimisation Review, Interim Sales Management, Sales & Marketing Review, 1:1 Sales & Management Staff Analysis, Management Training, Solution Sales Training, Creation of New Pay Plan, KPI's, run Customer Feedback Campaigns, assist with Recruitment, Coaching, Appraisals and set up Strategic Marketing Campaigns.  David spent his early career in accountancy and then moved into sales in 1982, working in Office Equipment, IT, Advertising, Training, Outsourcing and Consultancy. He has held many Senior Positions in SMBs and Global Organisations including Head of Sales Operations & Head of Business Development. His knowledge, skills and great experience of the Sales Industry has led to David making keynote speeches and running educational sessions to key businesses through organisations including The Chamber of Commerce and Business Link. - Visit David Acheson's Website

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Dave Kurlan is the founder and CEO of Objective Management Group, Inc., the industry leader in sales assessments and sales force evaluations, and the CEO of David Kurlan & Associates, Inc., a consulting firm specializing in sales force development. Dave has been a top rated speaker at Inc. Magazine's Conference on Growing the Company, the Sales & Marketing Management Conference and the Gazelles Sales & Marketing Summit. He has been featured on radio and TV, including World Business Review with General Norman Schwarzkopf, in Inc. Magazine, Selling Power Magazine, Sales & Marketing Management Magazine and Incentive Magazine. He is the author of Mindless Selling and Baseline Selling – How to Become a Sales Superstar by Using What You Already Know about the Game of Baseball. He created and wrote STAR, a proprietary recruiting process for hiring great salespeople, and he writes Understanding the Sales Force, a popular business Blog and is a contributing author to The Death of 20th Century Selling and 101 Great Ways to Improve Your Life, Volume 2. - Visit Dave Kurlan's Website

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Hans-Peter Holzwarth
(Visit Hans-Peter's Website) Hans-Peter Holzwarth is without any doubt one of the most successful sales trainer in Germany. Before the foundation of his enterprise SCI Hans-Peter Holzwarth was active in several international enterprises from the IT industry 22 years as consultant, salesman and sales executive director. For over 14 years he works independently now as coach, consultant and trainer. His record shows well-known references in several different industry segments. Besides his own training course (all regarding sales issues) he holds all important certificates of OnTarget (former Siebel-Sales Methodology Experts). By his freelance activity his enterprise can fall back upon a network of sale specialists with comparable background so that also bigger enquiries can be corresponded to in a professional manner but on absolute responsibility of SCI. The enterprise SCI is established in Rellingen, a scenically charming municipality in the north of Hamburg. The activity area of SCI extends over the complete German and English-speaking area.

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