By tackling a CRM initiative in chronological stages as laid out below, you stand the best chance of delivering a good system, and also get return on your investment.
- Talk to us – for FREE ! Before you make life-changing decisions about CRM, get an overview of what sort of products will fit your business, and what the likely pitfalls are. It's FREE, so you have nothing to lose – call us now.
- Discovery audit Find out what the hardware and software requirements are, and how your existing systems and procedures measure up. For a small investment upfront, you can minimise the chance of nasty surprises later on in the CRM initiative.
- Security model design – Determine which records will be accessible by people in different departments; How sales people's territories are defined; How standard users vs. super-users will be able to use the system, for example delete rights.
- Entity design – Every business is different. A recruitment business needs to store details of candidates and jobs; an IT Services business needs to store details of hardware devices. By creating data entities that match the sector you operate in, you will give the CRM initiative much more chance of being successful.
- Process design – "We have always done it this way, so there is no need to change". Heard this before? Or how about: "If it ain't broke, don't fix it"? Get the process side of your business right, and you will be much more efficient. This in turn will make your customers happy and save money – typically the salary of one administrative employee in small businesses and MUCH more in large businesses.
- Workflow design – Closely related to process design, workflow is all about automating routine tasks. If you cannot afford to forget a certain event, a workflow can automate a reminder. If you want to run a satisfaction survey after completing a job, workflow can automate this for you, and much more.
- Installation – To get your CRM system performing at optimal levels, installation is performed by our experts.
- Training – Make sure your employees are not only confident when using the CRM System, but that they also enter information in the correct way. Otherwise the saying "Rubbish in, rubbish out…" will come back to bite you.
- Support – For unforeseen events, software updates or if you need to configuring MS CRM for new products, services or processes.