Whether you run a massive multinational enterprise or a small local business, you’ve probably heard about the power of CRM. From dominant CRM platforms like Salesforce and Microsoft Dynamics to free open source software like SuiteCRM, there are many viable options out there to streamline your sales and simplify your business process. If you’re on the fence about whether CRM is right for you, consider these five steps and you may come to a decision:
Consult a CRM Consulting Firm
Before you make any decision, take the time to speak with a CRM consulting firm like mBlazonry. As a Certified Salesforce Sales Cloud Consultant and certified member of the Skuid Alliance, we have the knowledge and experience to walk you through the pros and cons of implementing CRM software. Even if you choose not to implement CRM at this time, there is no harm in exploring your options and making the decision with access to all information. Should you decide to use CRM, we will be there to guide you through a successful implementation and create customizations to match your business processes.
Understand Your Budget
If you run a small business where every penny manners, it may seem overwhelming to invest in a paid CRM. While there is free CRM software on the market, they don’t have the intuitiveness and adaptability of a CRM like Salesforce. While budget is an important priority, you should also consider the fact that businesses that use Salesforce successful get more leads, close more sales, and enjoy more effective and productive business processes. Work with a CRM consultant to guide you through the implementation process and customization to ensure it’s done right and you get top value.
Evaluate Your Obstacles
Take the time to evaluate what flaws you see in your business processes. Where do employees (or customers) encounter roadblocks? What could be done more efficiently? Have you experienced a drop in standards or performance due to growth? Speak with your CRM consultant and understand how CRM and CRM customization can demolish these obstacles and set you on the path to unprecedented efficiency, productivity, and employee and customer satisfaction.
Determine a Timeline
If you choose to implement a CRM tool, your timeline shouldn’t just be for launch. You should also account for a beta phase, post-launch training, post-launch customizations, and so on. Choose a timeline that allows you to accomplish all of your goals. Work with a CRM consultant to ensure a successful implementation.
Is CRM is right for your business? Contact mBlazonry for more information.