The internet is full of CRM systems and companies pushing you to go with them. However, it is important to remember that the aim of a CRM system is to transform, organise, and streamline your processes to improve efficiency and customer experience of the organisation. The benefit of having one central repository which stores all business information remotely due to cloud storage can help aid company growth. However, in order to obtain these benefits that CRM systems can produce, it is important to choose the right CRM system for you!
As experts in CRM with over 15 years experience and numerous successful CRM system implementations under our belt, we have the ability to help you come to the right decision! It is obvious that your decision should be based on your goals, aims and visions that you have for the organisation, however, what you would like to gain from implementing a CRM system needs to be clear to you. Do you want growth? Do you want organisation? Do you want sales? These sorts of questions need answers to aid us in putting you on the right path.
What do you need your CRM system to do?
In order for us to know which direction to point you in, we will need to understand what you hope to gain from implementing such a system. This will not only depend on your goals as an organisation, but also the size and complexity of your current business and processes. We need to look into exactly what kind of information you will need to be collecting as an organisation and assessing what it is that you would like to do with this data. This will help develop your functional specification helping determine which CRM system is best for you.
When we say integrations, there may be a few aspects we are referring to.
1) Your legacy system
a. The system you already have in place. We need to understand if this system is going to be made redundant or is there parts of the system that need to be maintained and work alongside of your new CRM system. Not all legacy systems can integrate with all CRM system; therefore, it is important that this has been established!
2) External systems
a. Do you need a portal that will allow employees or customers to track their service on? Do you need a website contact form to be integrated into your system? Do you need SMS’ to be fired out from your CRM system? There are numerous external integrations that may be needed to help your system achieve your end goal. These need to be considered when choosing the right system for you!
What is looks like!
Although a CRM system is mainly used to help keep data in one place and analyse data, it is important that it is user friendly! Not all those in organisations are the most technical savvy, and therefore, this needs to be taken into consideration when choosing a CRM system to implement to the organisation!
At Dynamix Systems, we specialise in Dynamics 365, as we believe that it is an adaptable system that can help your organisation grow and is capable in regard to development to suit your business needs. If you would like some more information about Dynamics 365 or any other CRM systems we have to offer, please get in touch at [email protected] and use ‘DYNA101’ for your free consultation!