How to prevent failures in buying, implementing and using CRM.

- By Limesh Parekh

All CRM vendors tell you what their CRM software can do. But no one is telling you what you have to do. This book answers all your questions and makes your journey smooth and successful. 

Book Launch - Cracking The CRM Code

CRM Journey Covered

Deciding to buy

Do you actually need a CRM System

Actual process of buying CRM

Practical and straightforward answers to your questions


Focus on Minimum effort and max results

Make your team use CRM

Guidance on the most challenging part

Growing your business with CRM

This is the real goal of this Book.

Cracking The CRM Code - Why I wrote this book?

Format and the Plot

Story of 3 school friends running three different kinds of business and their CRM journey. How and what challenges they face and how their 4th friend helps them tackle these challenges. I have avoided any jargons and technical points.

Although, the ideas and concepts discussed in this book

Who should read this book

You should read this book if you are running a business not able to decide whether you need a CRM, or which CRM to buy.

Even if you are struggling with CRM, this book will be a great help to you.

If you want to Sell CRM or become a CRM Consultant, you will find a deep insight into the CRM customer’s mindset and challenges.

The questions answered in this book.

Deciding to buy CRM

  1. Two Fundamental responsibilities of any business owners
  2. Aligning Policy, Process, and Culture
  3. The Difference between A CRM & ERP
  4. Does my company need a CRM?
  5. But CRM is too costly.
  6. Should we buy CRM specific to our Industry?
  7. CRM or no CRM – The Conclusion

Actual Process of Buying CRM.

  1. Who should make CRM buying Decision?
  2. Why do CRM Trials not work?
  3. Why are Guided Tours beneficial?
  4. Why are comparison charts useless?
  5. Talk to some users of your CRM Vendors.
  6. Onsite or Cloud?

Implementing CRM

  1. Roles, responsibilities, and qualities of CRM Admin
  2. What is the role of Bosses and Team Leaders in CRM Implementation?
  3. How much data should we capture?
  4. Should customization be done in the initial phase or later?
  5. Don’t wait for importing old data into the CRM tool.
  6. Is CRM Training required? For whom?
  7. Should you use Leads, opportunities, or both?
  8. Designing best Rights and Permissions for CRM
  9. The ideal CRM Implementation Process

Making your users use CRM

  1. What is the actual reason why your team is not using CRM?
  2. How to let your team know that you are serious about CRM
  3. What you should do when people change (leave or join).
  4. Always do Sales Review and CRM review simultaneously.
  5. Philosophy of reporting and analysis from CRM
  6. Why a CRM Audit every 60 days is a must
  7. Sales target management in CRM

Growing your business with CRM

  1. Creating a self-driven team with the help of CRM
  2. What marketing team can learn by analyzing CRM data?
  3. How to implement the Cross-Selling process and culture?
  4. How to setup Tele-Calling using CRM for sales and service?
  5. CRM for the Distribution business.
  6. Reinventing Contract management with CRM.
  7. Why Investors put more trust in companies using CRM?
  8. Extend or customize CRM after six months.
  9. CRM is SME’s secret weapon to fight giant MNCs

Author spotlight

Mad about Make in India. CA dropout by choice, started an IT company, that too out of a small village in Gujarat. A great fan of Steve Jobs and his ideas on simplicity as the ultimate form of sophistication. 

Whatever I learned and experienced in implementing CRM at Enjay since 2004 and helping more than 400 companies across India to use CRM, I have tried to present in this book in a very easy to understand language with lots of examples. 

Limesh Parekh

Readers say

Learning techniques to banish negative emotions and the distractions surrounding us in a consumer society which take me off the path to life.

Paul Smith

I’ve been helped immensely just by reading the first chapter. I embrace the focus on living the Stoic philosophy and more.

Martha Hoax