Things to consider before using tools
Before introducing a tool, it is essential to set a clear purpose and plan. Simply introducing a tool will not produce the desired results. Here are three points that you should decide before introducing the tool. Please also refer to this
article to avoid failure in nurturing .
What is the purpose of introducing the tool?
When introducing a tool, the first thing you need to consider is "For what purpose is the tool being introduced?" It is also important that the purpose is shared among stakeholders. For example, the purpose could be "To improve work efficiency by automating nurturing" or "To prevent missed nurturing and eliminate opportunity loss." By clarifying this in words, the direction of the necessary tools and measures can be determined. Setting a purpose will create a foundation for subsequent activities to be carried out smoothly. Setting a purpose is sometimes overlooked, but instead, it is important to take the time to decide the purpose of the introduction by sharing opinions with the entire team.
What are the KGIs and KPIs to be achieved?
It is important to clearly set not only qualitative objectives, but also KGI (Key Goal Indicator) and KPI (Key Performance Indicator) to measure them. KGI and KPI indicate the target goal with specific numerical values. Such numerical targets make it easier to visually understand the effect of the tool introduction, and allow appropriate resource allocation. They are also very useful as a standard for verifying the effect after introduction and improvement activities. Specific examples of KGI and KPI include numerical targets such as "Raise the sales negotiation rate to
%, " "Improve the order rate by %, " and "Increase the number of effective leads handed over to sales by times". By formulating the method of using the tool and the introduction plan based on these numerical targets, it is possible to maximize the effect of nurturing activities