A Different CRM Consultant. Tools + Processes + Business Context = Success.
#15 episode of the Tachless show by Kira Tchernikovsky. Show about people who succeed by doing things differently. Sébastien Caradec has done a great journey from being a marketing and sales lead to a technological consultant. We are exploring why marketers who understand the technology and business applications have superpowers! Tune in, and have fun achieving your goals.
Sébastien knows that achieving results is much easier and effective when you have tools in place - tools that help build and improve processes. If you try to achieve results with bare hands, it is mostly built on your ability to convince people you're good at it. But once you've got the tools, like Zoho CRM, for example, you suddenly understand that you've got the help you've never had before. Therefore you feel like a superhero!
Previous experience is what really helps Sébastien today to quickly understanding clients' market and business models. Even if two clients are implementing the same technology, understanding the specifics of the competitive landscape, business model, and goals, helps a consultant to build the project the right way.
Sébastien mentioned that the main challenges his clients are facing are not technological. With today's technology, anything is possible. But the change the organizations need to make to start doing things differently and leverage technology/ new processes might be a much bigger problem. Why that's important? Because so many companies were forced to adopt digital over the pandemic, and not everyone was ready for that.
How to manage the digital change, for example, when you implement a CRM system?
Do not rush going too fast. Yes, you want to accelerate the change, but how do you do it with the people that you have in your company is critical. So... please the boss with great dashboards and reporting, and meanwhile continue implementing the functionality that pleases the users.
How to manage that implementation right? Sébastien shares how diagrams his agency started leveraging work very well. They represent the discovery and the planning work that has been done and help align expectations with the client. Then this situation when the users are given the ready system to work on and it's totally not aligned with their expectations does not happen anymore.