Why do (almost) all the CRM work in-house

You probably know already, there are many things you could hire outside CRM help for.

But there’s a difference between hiring someone to do the work for you and hiring them to do it with you.

In almost every case, I encourage you to do as much of the CRM management in-house as you possibly can.

Everything in-house?

Yep, almost everything.

This means you personally, or staff members you can rely upon.

But why?

Doing the work in-house puts you in the driver's seat, and leaves you with a system that your team fully controls and understands.

For anything that you hire out, if you want to understand how it really works, you’ll need to budget significant time and effort (and probably more billable work) to be trained on its intricacies and nuances.

Really, everything?

As a rule of thumb, I recommend this:

If it doesn't involve custom code or direct database manipulation, do it in-house.

In other words, if it can be done in your browser, do it in-house.

Sure, get some professional advice where you need it. Talk with a coach or a consultant to work out the right strategy.

But remember that this system will be your online office, and a daily work environment for you and your staff.

You'll need to be as familiar with it as you are with your own office or your own home.

And building that familiarity starts from the very beginning.

If it isn't custom code, do it in-house.

All the best,
A.