🎅 What Santa Can Teach Us About CRM Success 🎄

Santa Claus isn’t just a jolly gift-giver – he’s the ultimate project manager and CRM expert!  Here’s why:

✨ He Asks the Right Questions

Santa doesn’t guess what kids want – he listens, he asks “why,” and uncovers real needs.  In successful CRM, this means understanding the big picture, not just surface-level, short term, wants.

🎁 He Personalises Every Gift

Each child gets something unique because Santa knows their interests.  If he implemented your CRM, he wouldn’t start with the technology or an app – he’d ensure the solution fits your needs – and he can do that easily because he knows your needs.

⏱ He Plans Like a Pro

Santa delivers billions of gifts overnight because he plans everything:

• routes,
• timelines, and
• processes.  

In successful CRM, good quality planning avoids chaos, budget overruns, and missed deadlines.  If Santa implemented your CRM, he would know exactly what had to be delivered and have a timeline that shows what is to be delivered by whom and when.  This includes everything that you need to do to keep the project on track. 

Santa would not be sidetracked by a veneer of ‘agile’ – because he knows that while true agile has its place in a successful CRM project it can be used as an excuse for not planning – and that that often leads to disaster – overruns of both time and budget.

🚀 Lessons from Santa for Your CRM Journey:

✔️ Ask probing questions to uncover true needs and processes.

✔️ Design solutions for your problems, rather than starting with an app or technology and designing the problem to fit.

✔️ Plan carefully to stay on track and deliver value.

This Christmas, let’s channel our inner Santa to ensure CRM success. 🎄 What’s one lesson from Santa you’ll apply this year?  I'd love to lnow