Vision, schmision - why should I care about "vision" and what does it all mean?
Jul 18, 2008Customer question: My sales division is only worried about getting orders out the door and day to day operations. Why should I be concerned with a “vision” and what does it have to do with my salesforce implementation anyway?
In our last blog, we began to pedal our "success" methodology we call the "7 Domains of Success". For today's topic we discuss the first Domain "Vision". Now don't roll your eyes. We've all been through hours on end in a conference room wordsmithing vision statements only to find them posted on whiteboards all around the office. That's not what this Success Domain is about. As a matter of fact, focusing on "vision" give direction to your day-to-day operations. It's the glue that binds together every aspect of your CRM strategy because it:
We took a look at some of our most successful customers and found their vision statements are not lofty, but rather specific about the customer experience. Here are some sample vision statements – notice the word “customer” in each:
- “Nothing is more important than making every user (customer) and employee successful.”
- “Build and maintain long-term relationships with valuable customers by creating personalized experiences across all touch-points and by anticipating customer needs and providing customized offers.”
- “Customer loyalty is our highest priority. Personalized service for all customers. Provide the communication channels the customer wants.”
Even if you are an administrator for a small implementation so far removed from your headquarters, you can still apply a CRM "vision" to your own specific project as long as it aligns with your overall corporate vision.
Research studies of successful enterprises show one clear determinant of success: knowing precicely what value it is delivering, to who and how it is going to achieve it profitably. Many companies have a clouded and impotent vision for managing customer relationships. CRM vision entails creating a picture of your what your organization will look, feel and behave like, and what it wants to be to its target customers.
Next week we will focus on setting business objectives to execute your CRM vision.
Admin Tip of the Week - Apply this success tip to your Salesforce:
- Take a look at this great whitepaper on how to get your vision in place.
- Brand your home page with your vision using customizable home page components. Message of the Day, FREE from the AppExchange allows you to display a message to all your salesforce.com users daily.
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Link to the Message of the Day app doesn't work.
Posted by: M Cole | July 24, 2009 at 07:39 PM
Thanks for your comment. I am not sure what has happened to the link. I will check it out. In the meantime, you might be able to use these little apps off the AppExchange for pop up alerts.
You may also email me directly at ldunham@salesforce.com and I will send you the html and instructions on how to set up the scrolling home tab components. It's super easy!!
Info Center: http://sites.force.com/appexchange/listingDetail?listingId=a0N300000016b9XEAQ
Pop up Alert: http://sites.force.com/appexchange/listingDetail?listingId=a0N300000016caVEAQ
Sales Alert: http://sites.force.com/appexchange/listingDetail?listingId=a0N300000016aLQEAY
Alert manager: http://sites.force.com/appexchange/listingDetail?listingId=a0N300000016hJBEAY
Posted by: CRM Success Expert | July 27, 2009 at 09:16 AM