Most businesses, when starting our with a CRM take one in near enough "vanilla" form and try to work with it. Often this is to tremendous advantage because the gains over what they had before are amazing.
After perhaps six months or a year of using a CRM, most businesses are asking questions like:
- why do we have to key this in to the CRM?
- can't this be put in automatically?
- is it possible for us to raise an automatic task in this situation?
- can we send timed emails?
There is certainly a "CRM Journey". It's worth considering both your organisational work-flows and a potential CRMs capacity for configuration and integration before jumping in boots and all!
This is one of the many wonders of CRM. A business can custom-tailor the whole system to its needs and then start from there. But of course, the system should be used and utilized in the best possible way. CRM is there to provide automation and relevant information, but the data that are put into the system should be pertinent as well.
ReplyDeleteCarlene Schnitzer