Customer Relationship Management software (CRM) is becoming a standard for most companies. In fact, according to
At its most basic, you can store customer and prospect contact information, accounts, leads and sales opportunities in one central location. For small businesses, a CRM system may simply help you put your data in the cloud, making it accessible in real time, across any device. But as you grow, a CRM can quickly expand to include more sophisticated features to help teams collaborate with colleagues and customers, send customized emails, gather insights from social media conversations, and get a big picture of your business health in real time.
Naturally, we’re biased on this topic, but trust us when we say that translating your requirements and configuring them correctly into the CRM takes experience, and if you’re time or resource-strapped, outsourcing is the ideal option. You’ll also benefit from the business process expertise an external provider has acquired through their previous client engagements. Other key benefits to outsourcing your CRM implementation include access to:
- Experienced facilitator to guide requirements gathering
- Project management team to interface with the CRM application provider
- Customization and configuration expertise for your specific CRM application
- Best practices across the CRM lifecycle, from initial needs assessment through implementation, training and support
You want your CRM system to work as a natural extension of the tools your teams use every day. You want lower training costs, increased user adoption, reduced application-switching, and a fast return on investment. As a regional CRM expert and Microsoft Gold Certified Partner,