How You Can Get a Free CRM Software Demo
Too many businesses start out by buying what their friends say is good, having a look in the market and then choosing. This is a system doomed to fail. The only reason ever to introduce, upgrade to or exchange to a customer relationship management system is profit.
Even if your focus is customer service, profit is the driver, happier clients/customers/constituents buy more and use your services more.
The way to make sure you get the right system is this, and its based on 20 years working with these systems.
Do a proper needs analysis.
Look at the business systems you can cut out.
Look at the savings you may make.
Look at the extra sales you may make.
Look at the extra client satisfaction you may achieve.
Value all of those things.
They give best guest when you are looking at the CRM system you may choose and say, how much of the above can I really expect to achieve from this system.
For instance you may be able to offer more products to more clients, but only 30% may buy. You may be able to better find people in the system and do better phone hand offs when they call in. Saving them time and having to repeat themselves. But only 75% may value that so factor it in.
Once you have done that an I would recommend spending time and money on it buying the right software is easy.
Remember the software is one of the smallest costs, the training and implementation should cost you a lot more, including internal costs. If it does not you are doing it wrong.
I would recommend buying my book off Amazon for this. It is not the best written Shakespearian experience you will ever have but it will help real businesses through real issues.