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Sales Lead Management Association Radio

Aug 2015

How to Avoid the 3 Reasons for CRM Failure!

August 24, 2015

There seems to be as many discussions about CRM failure as there are about CRM successes. A research report from Merkle Inc., in DM News said that 63% of the CRM Initiatives Fail. And yet there are roadmaps to avoid failure and experienced people can tell us how it’s done right the first time.  In our show this week, Traci Whetzel the Director of CRM at Concept Services outlines how to avoid CRM failure. The host is Jim Obermayer.

About Traci Whetzel

Traci Whetzel, Director – CRM, began her career with Concept Services as a BDM, and during her tenure she has held a multitude of roles within the organization. Traci is a strategic and process driven manager with a passion for sales process design, results, CRM and all things technical.
Traci has over a decade of experience working with and implementing various CRM solutions. She is an inspiring person to work with on both a personal and professional level because of her knowledge, optimism and “can-do” attitude. Traci is a great representation of our company’s spirit of an optimal blend of hard work and fun, which she displays on a daily basis to her employees and customers.
Core Expertise
Process Design
Lead Generation and Management
Marketing Automation
Sales Management
The University of Akron
Certified Administrator

About Concept Services

Concept Services is a growing company of over 80 employees that is looking to add talented and professional individuals to our team. We work with companies across the United States, Canada and Europe providing them with new business opportunities. We are strategically located between Cleveland and Canton for the purpose of attracting, acquiring and developing the best talent possible.
Concept Services is primarily a New Business Development/Lead Management group. We work directly with our client’s sales force and provide them with an integrated solution for managing the front-end part of the sales process. Our services include prospecting, cold-calling, managing and qualifying inbound leads from your website or phone, customer care surveys and more, all for the purpose of uncovering new business opportunities.
We also offer services for Driver Recruitment, CRM Development & Implementation and others. In addition, Concept Services has a dedicated CRM Division that is a Certified Implementation Partner, which assists companies with the design, implementation and management of their instance.   Ph: 330-336-2571

This episode of SLMA Radio is generously sponsored by:
The Vanella Group  The only firm that delivers tele-based lead generation programs exclusively for enterprise technology providers.  and  Direct Marketing Partners.  A leading service provider specializing in sales lead management