August 10, 2011, 4:53 PM — Fixing your CRM system and the sales and marketing organization will take some real time, and should be done in stages. Further, in both CRM and sales there's a serious talent shortage. Sure, there are people on the street -- but just try to find a truly great salesperson or SFDC wizard in New York or San Francisco. So you should grab the employees and consultants whenever you can find them, and expect to fix the software and organizational issues in parallel.
Of course there are going to be interdependencies and policy issues that affect both the CRM system and its users. But a lot can be done to de-couple those dependencies and make it easier to rework and reconfigure asynchronously.
What Can be Done Immediately in the CRM System
No matter what the sales and marketing organization will eventually look like, there is a lot of foundational work that can be started on immediately. The first order of business is an assessment of the purely system issues, such as:
• how has the object model been modified
• where have custom fields and tables been put in, and what are they meant to achieve
• what custom functionality has been added (through custom code or plug-ins), and is it working as intended
• what are the data semantics (particularly for custom fields)
• how many dupes are in the system, and what's the data quality
• are the system integrations working properly
• what are the biggest usability issues
The list above can be the basis for a range of fix-it projects that can keep the CRM team busy for weeks.
What Can Be Done Immediately in Marketing
Even if there is going to be significant change in the marketing organization, there is critical background work that is almost always required for a highly effective marketing function. An objective assessment needs to be made about such things as:
• The number, priority, and quality of marketing campaigns. Typically, these need to be reorganized and renamed to fit the current marketing spend and lead generation targets.
• The e-mail marketing and lead nurturing system, and the content that drives it. As I've written before, marketing automation systems are content management systems in disguise -- so if your content is out of date, off-target, or simply ugly, you need to bring it all up to snuff.
• Lead scoring and routing. As simple as these sound, they are too often done wrong and too slowly, leading to low conversion rates. Look to automate this entire process.