Select the software program that supports your processes and suits your people
The dirty little secret of business software is that there’s not a lot of difference between all the programs out there. You can have a successful CRM implementation with mediocre software and have a failed CRM implementation with a top-of-the-line expensive and highly capable software package if the people don’t make it work.
This doesn’t mean that selecting the right software for your business needs is unimportant. But it does mean that it’s the culmination of the checklist, not the starting point.
Selecting the CRM software tools that match your business needs is another way that knowledgeable CRM consultants can guide your CRM implementation. Differences between software solutions are not always obvious. Experience helps focus attention on those applications that are most critical to your specific business needs. Customizing and tailoring the CRM software to match your individual circumstances can bridge that last gap between off-the-shelf software and a perfect match.
While it’s possible to customize CRM software, a lot of time and expense can be saved by relying on off-the-shelf solutions as much as possible. As much as we might like to think we are unique, the reality is that it’s likely a similar situation has arisen in the past and your problem has already been solved before. You just need to find that solution. By getting up to speed with a core functionality, the return on investment is maximized. Once you have become familiar with the basic CRM functionality, it’s easier to identify specific needs that can then be met through additional customization.
As people become more familiar and comfortable with your CRM system, the process flows better and synergy can be achieved. As you hire new sales representatives, for example, they can get up to speed faster and be integrated more smoothly with the company’s processes because those processes have been identified, made explicit and systemized. Your CRM system becomes more valuable the more you use it.
The key thing to remember is that the software solution is there to support the business process, not the other way around. Likewise, the business process is there to support the people who work for your company and its customers. Adaptable CRM such as Infor CRM (formally Saleslogix) lets the company concentrate on making the software work to support the company instead of trying to get the employees to conform to some unfamiliar system.
7 Keys to Success with CRM:
Here at Success with CRM Consulting, Inc., we know our customer relationship management well and have successfully implemented Saleslogix in several types of client businesses. Read our ebook to learn:
- What CRM can do for you
- How and where to get the right professional help
- The things you need to know before choosing a CRM tool
- How to tailor the process solution to your needs
- How to tie everything together – the people and the technology – to make CRM successful for you and your business
We like to say that a successful CRM Implementation is not a destination, it’s a journey. Read our ebook to find out more.
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