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CRM’s Cost vs. Investment, Look Beyond the Price Tag Before You Decide

How do you make purchase decisions on business systems such as CRM? I’ll bet you look at the price tag. We get it -- We all need to watch how we spend our money. But if cost is the sole consideration, pinching pennies can be “pound-foolish.” Let me illustrate:

We knew an owner of a equipment manufacturing business who realized that the Salesforce CRM they’d been using was no longer meeting their needs. Let’s call him Mr. Brown. His company chose Salesforce because of its popularity and initial low price point, and for a time it worked for them. But then they began experiencing some frustrations. He started shopping around for a more robust solution but was struggling to get past the price tags. A cautious voice in his head was asking, “Should we keep what we have and just somehow make it work?”


Cost versus Investment Value-Creatio-Salesforce

Compare CRM costs, old and new

Mr. Brown reached out to us because he wanted to know more about Creatio. We began gently probing. How, specifically, was their current CRM letting them down? He told us that his account reps didn’t like to use it, so they mostly didn’t. Training new hires on the system was complicated by the fact that their existing staff didn’t support using it.

Cost: customer information lost, staff time lost, employee satisfaction low.


The current CRM was not integrating well with Outlook, so email communications were not being reliably captured in the customer records.

Cost: customer experience lacks continuity, staff looks less than professional.


The company was struggling to consistently send out mass emails and track their results. And segmenting the lists strategically, the way marketers said you should? It wasn’t happening. Mr. Brown couldn’t see how they could improve use of this marketing tool because it seemed so labor-intensive.

Cost: loss of leads, loss of conversions, loss of customer relationships.


The picture was emerging: In basing his decision on cost, Mr. Brown was overlooking some substantial ones. But having gained clarity, he was now ready to look at his purchase decision through a different lens – value and ROI.

Compare CRM value, old and new

We shifted our questions to what his business needed from a CRM not only now, but into the future. He had actually been thinking about that, so it wasn’t hard for him to list a few key needs, starting with more efficient marketing.

Mr. Brown had heard that some CRM's will automate nurture campaigns, including assigning lead follow-up to specific agents’ portfolios - with information on where those prospects are on their buying journey - based on how they have engaged with the email. Lead scoring excited him. He wants to learn more about these capabilities in Creatio.


Value: Sales funnel management, staff time savings and increased productivity, increased marketing effectiveness.


He also wanted to better match sales opportunities with product and service categories. Best case scenario, his new CRM would quickly and accurately generate quotes.


Value: shorter sales cycle, more personal customer experience.


He wanted a CRM that his sales force and service department would both use. Could Creatio track field service cases? (Yes.) He recognized that no matter who in his company customers talk to, they want to be seen comprehensively. They don’t want the nuisance of having to repeat any of their information that they’ve previously told someone else. And if both sales and service are recording each of their interactions, the CRM will hold well-rounded knowledge about his customers.


Value: Happier customers, efficient and personable customer interactions, inter-departmental teamwork, deeper customer knowledge.


Mr. Brown knew he would need more support than a user forum and training videos to successfully get everyone on board to use it well. Just like his customers, he expected individualized service. Was that too much to ask for? Who could he trust to come alongside his team and help?


Value:  an expert CRM partner, who will get to know his business, respond quickly, employ a people-first implementation strategy, and provide guidance as needed to get maximum value from the chosen CRM.  


At this point the “aha!” moment occurs as business owners like Mr. Brown begin to consider the value potential in a CRM like Creatio weighed against all the costs, not just the price tags. This new perspective allows them to make a strategic CRM decision.

How would you answer our questions to Mr. Brown?

For decades we have been providing CRM solutions and consulting with businesses to  help them choose and implement systems to support and accelerate their transformation.

The CRM's we work with -- Creatio, Infor, and Act -- deliver exceptional value for different sizes of organizations, at different  price points. Creatio, specifically, would meet and actually exceed the needs Mr. Brown spelled out for now and into the future, with its low-code adaptability and business process agility.


What is your current system costing you?

What value are you missing out on?


We listen well, and we ask good questions to facilitate strategic thinking. It costs nothing to book a call, and we promise you’ll find it valuable.  269-445-3001



Topics:   Creatio CRM CRM Value Matrix Accelerate Business Transformation Align operations with business strategy

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