Why implement a CRM system?

A CRM (Customer Relationship Management) tool creates a simple user interface for collections of data that help your business recognize and communicate with customers in a scalable way. This allows you to:

• Automate your sales, service, and marketing efforts.

• Use analytics to make more informed decisions.

• Incorporate stakeholders such as suppliers, vendors, and distributors.

• Integrate external systems and applications for increased functionality.

All of these features are great on their own, but when working together they provide a powerful platform, taking your enterprise to the moon. Besides, running a business without a CRM will cost you real money and waste valuable time on pointless tasks.

What is the best CRM platform?

There are many competing CRMs in today's market; however, Salesforce has taken the lead by being an all-in-one cloud-based solution that provides the flexibility you need to continually grow your business. The platform is easy to use and includes key features like lead generation, contact and opportunity management, reporting, forecasting, and workflow automation. You're also able to leverage their App Exchange for fast solutions to more bespoke requirements and integrations. With Salesforce you won't need to keep migrating from one CRM to another as your business grows because the platform is ready to adapt to unique requirements at a moments notice. As the world keeps advancing, the Salesforce ecosystem is there to help you keep pace with developments in technology, best practice, and artificial intelligence.

How do you implement a CRM?

It all starts by mapping out your current business workflows from start to finish while taking note of opportunities to eliminate, automate, or simplify cumbersome processes. This is where hiring a certified consultant to help guide discovery and advise on platform capabilities will make the most of your investment. To keep it simple, here are five steps for a successful implementation:

1. Planning and preparation

2. Set up and customization

3. Deploy CRM application

4. Drive user adoption

5. Continuously improve

Will you help me with this?

Yes! Please fill out the client intake form below and we'll go through a complementary strategy session.