Get a CRM that's BIG enough for your business

The most common reason that clients come to us is to have a more capable, well-used CRM system that works purposely for their business. Basically they have outgrown their current system. If your current CRM system is not an effective “knowledgebase asset” that your people engage regularly, your organization may be losing valuable opportunities and productivity.

On the other hand, when you upgrade to a CRM that is robust enough to handle your organization’s needs, you will:

Gain visibility into your entire business

Put your people first with a fully customizable CRM

Get accurate and timely information

Remove limitations to growth

Gain visibility into your entire business

With the help of a full-fledged CRM, you will have a full business development system at your fingertips. To maintain and grow a successful business, you need a ‘bird’s eye view’ of your business.

The right CRM system will give you access to high-level information that will allow you to see your day-to-day operations from a distance so you can identify trends and take action. It is also easy to drill down and isolate data that needs separate analysis.

This is the kind of business intelligence that will help you reproduce your successes and improve your weak areas. You’ll be able to track customers, prospects, leads, competitors, vendors and strategic partners with ease.

Put your people first with a fully customizable CRM

Your CRM system should support the way your people work, not the other way around.

One of the greatest obstacles to a successful CRM implementation is low rates of adoption. We focus on the people who will be working with the CRM and customize it to support the way that they are already working. This is a proven way to ensure that your staff will be eager to adopt the new system.

We also look for ways to improve work flow and productivity by automating repetitive tasks and reducing the number of screens and clicks required to complete tasks.

Get started right with the focus on People First, more here.

Get accurate, timely information

In order to drive growth, you need business intelligence. Data is at the heart of all business decisions. You need up-to-the minute and accurate information to steer your business toward growth.

With a full-fledged CRM system, you can access timely information with custom reporting and management dashboards. This will help you identify the ‘ceilings’ where your people are stuck. Armed with the right information, you will be able to help your staff move past obstacles and drive your company to growth.

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Remove limitations for growth

Today's solid CRM systems are built upon the adaptable and scaleable Microsoft SQL database system so the use of a desktop database limitation is removed. Be careful to select a CRM solution who's database is well supported so that you can easily migrate to newer, faster and more capable server operating systems.

If you have a cloud-based, subscription CRM it can be very difficult to get your data exported in a useful format. There are reported cases from Salesforce.com former customers where this was impossible and only flat files were provided thus adding to the migration costs to a new and different CRM system. Also be aware of the growing size of your CRM database. Some hosting platforms get rather expensive when you need additional disk space.

Other limitations for growth can occur for a CRM application that cannot be expanded for new entities/tables. You may not be able to extend an existing table or add new custom tables with additional information specific to your business need. There may also be limitations to the CRM software capabilities such as lack of security for selling teams, lack of field level security, lack to modify or apply new business rules.