A CRM system is a significant investment for your business. Whether you’re looking for a bespoke software solution or opt for something off-the-shelf, there is a range of factors to consider.
The right CRM solution can be transformative. Get it wrong and it can lead to frustration as well as wasted time and money. Get it right and it could be a game-changer for your business.
What should you consider before investing in a CRM system for your business?
What’s your CRM strategy?
Before you opt for a CRM solution you need to understand precisely what CRM is, and how you will use it in your business. A well-considered CRM strategy will reduce the risk of confusion, missed targets mand team frustration. A poorly considered and deployed CRM system can derail your approach and even lead to reduced customer satisfaction.
How do you use CRM within your business already and what changes would make a tangible difference to its effectiveness and efficiency?
What features does your team use most regularly?
When your team is dealing with customers, be that in following leads, completing sales, invoicing or after-sales services, what tools are they most likely to use?
Email is almost certainly likely to feature, as too is file sharing. You should ensure that any CRM software solution you opt for includes the features your team members use most regularly. If you are opting for a bespoke software solution you should ensure that your software development company is fully briefed about what you need.
Talk to the customer-facing members of your team and ask what might make their life easier.
Your CRM system should be able to integrate with applications that you are already using within your business. This will save you a considerable amount of time and money making the transition to a new system much simpler.
While most off-the-shelf CRM software packages will offer some third-party integration with particular apps, this may not be extensive and may not match your precise needs. Having a bespoke software solution developed by a software development company will ensure that you have the optimal amount of third-party integration for your business.
What value will it add?
When you invest in a CRM solution for your business you will ideally want it to deliver tangible results for your business. This will usually mean that aspects of your customer engagement will be enhanced, that you will gain access to important new data, and processes will be simplified. It should free up time for your staff, allowing them to concentrate on developing new leads and growing your business revenue.
Although off-the-shelf solutions will be able to meet some of your requirements, tailored solutions are much more likely to meet your overall CRM needs.
How InTeck can help
If you’re looking to introduce a new CRM system to your business then InTeck can help. We will create a bespoke CRM solution that fully meets your needs, will streamline how your team work and deliver tangible improvements in customer satisfaction.
We are one of the leading bespoke software development companies in Manchester and we work with you to develop a practical alternative to off-the-shelf CRM solutions.