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The market liked what you delivered and your business grew. So you hired more people.  \nThose people brought their own skills, experiences and habits. The common understanding of “the way we do things here” became diluted and harder to communicate with every hire.  \nYour quality started slipping as you tried to scale up. Enquiries slipped through the cracks. Customer conversations got lost. Delivery standards dipped. You lost confidence in your ability to grow while continuing to deliver the quality and customer experience that made you great in the first place.  \nCRM was supposed to bethe answer  \nYou saw the marketing videos, watched the demos, signed up for the trials and were sold on the vision: CRM can transform your business. Maybe you tried to implement CRM and fell flat- it didn’t get used and it became an expensive cloud-rolodex. Or you put it off because you weren’t sure how to make it work for your business. Either way, this guide is for you.  \nCRM can transform your business (if you do these three things) :  \nFor businesses without experience delivering complex IT projects, pulling off a CRM implementation can appear intimidating and risky. The good news is there’s a proven framework:  \nBack the right CRM platform  \nDesign the system to empower your team  \nCommit to  \ncontinuous improvement  \nWe’ve arranged this guide into these three sections. Within each, you’ll find actionable guidance to get you from where you are now, to a well-designed system that empowers your team, influences your customers and gives you a solid foundation to scale up with confidence. We hope this guide gives you a clear way forward to get CRM working in your business.  \nAbout the author  \nJustin Lanigan is the Managing Director of LavaBox, a CRM & Marketing Automation consultancy based in Auckland, New Zealand. LavaBox works with aspirational Small and Medium Enterprises (SMEs) to transform the way they find, convert and keep customers in the digital age.  \nIn 2007, he began his first business, 123 Online with his good friend and LavaBox co-founder, John McLean. The company still runs today, and has delivered over 2,000 websites and digital marketing projects using a highly-systemised sales, marketing and production process built on the Salesforce CRM platform.  \nAfter experiencing the transformation that occurs when effective digital marketing and CRM technology come into contact with well-crafted business processes, John and Justin founded LavaBox to help other growing businesses harness the power of CRM.  \nLavaBox have experience successfully implementing CRM systems across a diverse range of industries including financial and professional services, manufacturing, retail, construction, software, healthcare and not-for-profit.  \nAlthough LavaBox are Salesforce CRM specialists, the information provided in this guide can be applied to any CRM project, regardless of the platform you choose to work with.  \nIf you would like to explore ways LavaBox can partner with you on your CRM journey, we’d welcome the opportunity to learn more about your business challenges and work with you to design the right solution.  \nDisclaimer  \nThe advice provided in this complementary guide is intended to educate and support readers on their CRM journey. Readers are responsible for making their own purchasing and project decisions, independent of the advice provided in this guide. LavaBox will not be held liable in any way for commercial outcomes readers or their organisations experience before, during or after their CRM projects.  \nContents  \nSection 1: Back the right CRM platform  \n1.1 Define your priorities: where to focus for a 6 successful first project  \n\n| 1.2 Assemble your project team: getting the right mix of people involved | 9 |\n| --- | ","cbCaicG1VhIsn9ve","https://ap.wps.com/l/cbCaicG1VhIsn9ve","pdf",1470307,57,"English","# Section 1: Back the right CRM platform\n## 1.1 Think of CRM as a platform to build business processes\n## Define your priorities: where to focus for a successful first project\n## What do we mean by CRM?\n## Where to begin?\n# Section 2: Design the system to empower your team\n# Section 3: Commit to continuous improvement","[{\"question\":\"What does the guide recommend doing first in a CRM project?\",\"answer\":\"After setup, engage and train the team through system presentations, demos, and training workshops. Manage iteration by collecting and prioritizing user feedback, executing changes, and updating users, while clarifying a roadmap for future projects aligned to long-term strategy.\"}]","How to pull off a CRM project - guide step by step | PDF",1790134834,20]