CRM For Dummies - A Book Review

If you are thinking of getting into CRM software then the best book on the market right now is CRM for Dummies by Lars Helgeson. If you have never heard of CRM For Dummies before then you are missing out on a golden opportunity to learn about a powerful, yet simple way to improve your company’s efficiency and profitability. 

The best thing about this book is that it does not leave out the Dummies who need to use this system, instead, the book talks specifically about Doodlers who need to use CRM For Dummies because of the special circumstances in which they work.

I have no doubt that any experienced executive will tell you that there are many times when they wish they had someone else handling their CRM For Dummies data or dealing with the DMA (data products) for them. This is one of those situations where sometimes it is better to have someone working on the problem than doing it yourself. 

I have been in the same position, I was the president and CFO of a company for 6 years, I used to dread going to the office. It made me ill just to get through the door and dealing with all the meetings and the politics.

The main focus of CRM for Dummies is to teach its reader how to become “vibrant and optimistic about all things CRM.” This is done through numerous examples throughout the text. Helgeson begins the book by describing his own personal experiences and overcoming obstacles due to bad experiences in the past. These “irritating experiences” allow Helgeson to create a powerful framework within which he discusses CRM. The examples of his own growth are significant because they show what can happen when CRM is used positively. . The examples of his own growth are very meaningful because they show what can happen when CRM is used positively.

One of the most impressive features of CRM for Dummies that sets it apart from the vast majority of resources available to consultants is the fact that it is written in conversational language. There is no proprietary trading of information that a select few can only understand. This book assumes that many people already use CRM and can do so without any outside help. The language is clear and easy to understand, even for those who are unfamiliar with the concepts used within CRM. This means that it is an extremely accessible resource that can benefit many people without breaking the bank.

Of course, many components of CRM will not be discussed in this book. Those topics include things like customer support and sales. This is understandable, as those subjects are quite involved and require more extensive training than many people are comfortable pursuing independently. That being said, it is nice to know that a comprehensive guide exists that covers some of these areas. CRM for Dummies does an admirable job at covering relevant topics and covering them sufficiently to make them worthwhile. Still, the book would be much better if it covered additional topics as well.

The authors of CRM for Dummies do a good job of covering CRM basics and making it very accessible to those without advanced degrees or working experience. For those who have these credentials, the book is a great primer. However, if you have no marketing or business background, it is probably a better idea to seek some outside guidance on your CRM needs. The book is full of good suggestions and strategies, but it leaves the reader somewhat doubt whether or not CRM is the right option for their business.